Whalen Wealth Management Inc.
Position in TMO — Thermo Fisher Scientific Inc.
CIK 1894447
LAS VEGAS, NV
Position in TMO
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$370,003
-$308,308 QoQ
Shares Held
738
-46.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,926
of 2,606 holders
Holding Since
Jun 2025
5 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, 2026Whalen Wealth Management Inc. holds $903,945 across 2 Diagnostics & Research names. TMO ranks #2 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRA |
Natera, Inc.
|
1,967 | $533,942 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
This page
|
738 | $370,003 |
All Filings in TMO
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,003 | 738 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $678,311 | 1,380 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,577,842 | 2,723 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,643,732 | 3,389 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $373,023 | 920 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||