Smallwood Wealth Investment Management, LLC
Position in TMO — Thermo Fisher Scientific Inc.
CIK 1921304
RED BANK, NJ
Position in TMO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$64,675
-$206 QoQ
Shares Held
129
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,399
of 2,606 holders
Holding Since
Jun 2022
8 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, 2026Smallwood Wealth Investment Management, LLC holds $81,543 across 4 Diagnostics & Research names. TMO ranks #1 (79.3% of the industry book) .
All Filings in TMO
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,675 | 129 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $64,881 | 132 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $76,487 | 132 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $72,267 | 149 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $31,220 | 77 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $36,822 | 74 | Shares | Sole | 2025-04-25 | |
| 2022-12-31 | $202,653 | 368 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $201,013 | 370 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||