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Wallace Advisory Group’s Thermo Fisher Scientific TMO Stock Holding History

Wallace Advisory Group’s Portfolio TMO Stock Details TMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$322K Buy
642
+15
+2% +$7.2K 0.3% 84
2026
Q1 		$308K Buy
627
+25
+4% +$13.6K 0.33% 77
2025
Q4 		$349K Sell
602
-1,717
-74% -$971K 0.37% 70
2025
Q3 		$940K Sell
2,319
-671
-22% -$312K 0.76% 31
2025
Q2 		$1.49M Buy
2,990
+90
+3% +$37.6K 1.08% 19
2025
Q1 		$1.51M Sell
2,900
-42
-1% -$22.7K 1.04% 19
2024
Q4 		$1.82M Sell
2,942
-42
-1% -$23.1K 1.26% 14
2024
Q3 		$1.65M Sell
2,984
-37
-1% -$21.9K 1.21% 16
2024
Q2 		$1.67M Buy
3,021
+1,078
+55% +$618K 1.2% 17
2024
Q1 		$1.03M Sell
1,943
-276
-12% -$155K 0.77% 33
2023
Q4 		$1.12M Sell
2,219
-124
-5% -$60K 0.88% 25
2023
Q3 		$1.22M Buy
2,343
+259
+12% +$138K 0.88% 26
2023
Q2 		$1.2M Hold
2,084
– – 0.91% 26
2023
Q1 		$1.2M Sell
2,084
-90
-4% -$50.7K 0.91% 26
2022
Q4 		$1.2M Buy
+2,174
New +$1.15M 0.95% 20

Other funds holding TMO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wallace Advisory Group's TMO Position: Q2 2026 in Review

Wallace Advisory Group increased its Thermo Fisher Scientific (TMO) stake by 2.4% in Q2 2026, buying an estimated $7.2K and bringing the position to 642 shares worth $322K. The position accounts for 0.3% of the portfolio, ranked #84.

Wallace Advisory Group first reported a position in TMO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q4 2024. 2,620 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • Wallace Advisory Group held 642 shares of Thermo Fisher Scientific worth $322K as of Q2 2026.
  • Wallace Advisory Group bought 15 Thermo Fisher Scientific shares in Q2 2026, an estimated $7.2K.
  • Thermo Fisher Scientific made up 0.3% of Wallace Advisory Group's portfolio in Q2 2026, its #84 holding.
  • Wallace Advisory Group first reported a position in Thermo Fisher Scientific in Q4 2022 and has held it in 15 quarters since.
  • Wallace Advisory Group's Thermo Fisher Scientific position peaked at $1.82M in Q4 2024.
  • 2,620 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.