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XXI Wealth LLC’s Thermo Fisher Scientific TMO Stock Holding History

XXI Wealth LLC’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 		$228K Sell
454
-26
-5% -$12.5K 0.1% 204
2026
Q1 		$236K Sell
480
-9
-2% -$4.88K 0.13% 180
2025
Q4 		$283K Buy
+489
New +$277K 0.17% 143

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

XXI Wealth LLC's TMO Position: Q2 2026 in Review

XXI Wealth LLC reduced its Thermo Fisher Scientific (TMO) stake by 5.4% in Q2 2026, selling an estimated $12.5K and leaving 454 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #204.

XXI Wealth LLC first reported a position in TMO in Q4 2025 and has held it in 3 quarters since. The position peaked at $283K in Q4 2025. 2,615 funds tracked by Wall St. Rank hold TMO as of Q2 2026.

  • XXI Wealth LLC held 454 shares of Thermo Fisher Scientific worth $228K as of Q2 2026.
  • XXI Wealth LLC sold 26 Thermo Fisher Scientific shares in Q2 2026, an estimated $12.5K.
  • Thermo Fisher Scientific made up 0.1% of XXI Wealth LLC's portfolio in Q2 2026, its #204 holding.
  • XXI Wealth LLC first reported a position in Thermo Fisher Scientific in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's Thermo Fisher Scientific position peaked at $283K in Q4 2025.
  • 2,615 funds tracked by Wall St. Rank held Thermo Fisher Scientific as of Q2 2026.

Based on XXI Wealth LLC's 13F filing for Q2 2026, filed 14 Aug 2026.