Willner & Heller’s Thermo Fisher Scientific TMO Stock Holding History

Willner & Heller’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	$688K	Buy	1,372 +1	+0.1%	+$480	0.43%	67
2026 Q1	$674K	Buy	1,371 +102	+8%	+$55.4K	0.5%	62
2025 Q4	$735K	Sell	1,269 -34	-3%	-$19.2K	0.53%	57
2025 Q3	$632K	Buy	1,303 +151	+13%	+$70.3K	0.49%	65
2025 Q2	$467K	Buy	1,152 +726	+170%	+$304K	0.39%	84
2025 Q1	$212K	Sell	426 -5	-1%	-$2.71K	0.2%	144
2024 Q4	$224K	Buy	431 +55	+15%	+$30.2K	0.2%	141
2024 Q3	$232K	Buy	+376	New	+$223K	0.21%	138
2022 Q2	–	Sell	-430	Closed	-$287K	–	136
2022 Q1	$287K	Hold	430	–	–	0.35%	104
2021 Q4	$245K	Buy	+430	New	+$268K	0.33%	112

Other funds holding TMO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Willner & Heller's TMO Position: Q2 2026 in Review

Willner & Heller increased its Thermo Fisher Scientific (TMO) stake by 0.07% in Q2 2026, buying an estimated $480 and bringing the position to 1,372 shares worth $688K. The position accounts for 0.43% of the portfolio, ranked #67.

Willner & Heller first reported a position in TMO in Q4 2021 and has held it in 10 quarters since. The position peaked at $735K in Q4 2025. 2,609 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

Willner & Heller held 1,372 shares of Thermo Fisher Scientific worth $688K as of Q2 2026.
Willner & Heller bought 1 Thermo Fisher Scientific share in Q2 2026, an estimated $480.
Thermo Fisher Scientific made up 0.43% of Willner & Heller's portfolio in Q2 2026, its #67 holding.
Willner & Heller first reported a position in Thermo Fisher Scientific in Q4 2021 and has held it in 10 quarters since.
Willner & Heller's Thermo Fisher Scientific position peaked at $735K in Q4 2025.
2,609 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.