Position in TMO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$848,802
-$83,138 QoQ
Shares Held
1,693
-10.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,517
of 2,606 holders
Holding Since
Jun 2022
17 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, 2026CM WEALTH ADVISORS LLC holds $1,591,844 across 3 Diagnostics & Research names. TMO ranks #1 (53.3% of the industry book) .
All Filings in TMO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $848,802 | 1,693 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $931,940 | 1,896 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,103,852 | 1,905 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $632,466 | 1,304 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $528,719 | 1,304 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $653,348 | 1,313 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $800,113 | 1,538 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $951,360 | 1,538 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $531,986 | 962 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $763,128 | 1,313 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $510,619 | 962 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $486,935 | 962 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $685,057 | 1,313 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $587,321 | 1,019 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $524,256 | 952 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $482,844 | 952 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $517,202 | 952 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||