Institute for Wealth Management, LLC.
Position in TMO — Thermo Fisher Scientific Inc.
CIK 1533954
DENVER, CO
Position in TMO
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$509,381
+$29,157 QoQ
Shares Held
1,016
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,739
of 2,606 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $2,371,503 across 14 Diagnostics & Research names. TMO ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
3,146 | $599,250 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
This page
|
1,016 | $509,381 | |
| 3 | RVTY |
Revvity, Inc.
|
3,124 | $347,576 | |
| 4 | LH |
Labcorp Holdings Inc.
|
1,004 | $281,120 | |
| 5 | ILMN |
Illumina, Inc.
|
1,416 | $248,975 | |
| 6 | IDXX |
Idexx Laboratories Inc /De
|
408 | $214,787 | |
| 7 | WAT |
Waters Corp /De/
|
251 | $94,135 | |
| 8 | DGX |
Quest Diagnostics Inc
|
195 | $41,330 |
All Filings in TMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,381 | 1,016 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $480,224 | 977 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $567,281 | 979 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $463,679 | 956 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $365,319 | 901 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $456,299 | 917 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $477,050 | 917 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $595,682 | 963 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $548,023 | 991 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $584,116 | 1,005 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $627,393 | 1,182 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $598,292 | 1,182 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $532,185 | 1,020 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $605,188 | 1,050 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $563,906 | 1,024 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $510,233 | 1,006 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $546,539 | 1,006 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $594,193 | 1,006 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $696,598 | 1,044 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $597,039 | 1,045 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $446,960 | 886 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $414,849 | 909 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $412,681 | 886 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $466,245 | 1,056 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $325,743 | 899 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $249,568 | 880 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||