Castle Rock Wealth Management, LLC
Position in TMO — Thermo Fisher Scientific Inc.
CIK 1727605
WALNUT CREEK, CA
Position in TMO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,032,513
+$213,361 QoQ
Shares Held
4,054
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,169
of 2,606 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Castle Rock Wealth Management, LLC holds $2,032,513 across 1 Diagnostics & Research name. TMO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMO |
Thermo Fisher Scientific Inc.
This page
|
4,054 | $2,032,513 |
All Filings in TMO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,032,513 | 4,054 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,819,152 | 3,701 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,124,843 | 3,667 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,741,706 | 3,591 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,437,355 | 3,545 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,591,324 | 3,198 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,731,845 | 3,329 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $1,955,918 | 3,162 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,717,065 | 3,105 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,737,817 | 2,990 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $955,952 | 1,801 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $830,118 | 1,640 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $833,234 | 1,597 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $882,422 | 1,531 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $830,991 | 1,509 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $750,134 | 1,479 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $813,290 | 1,497 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,051,947 | 1,781 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,289,967 | 3,432 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,973,373 | 3,454 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,646,085 | 3,263 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,323,045 | 2,899 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,236,645 | 2,655 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,040,662 | 2,357 | Shares | Sole | 2020-12-07 | |
| 2020-06-30 | $467,418 | 1,290 | Shares | Sole | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||