Position in TMO
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$240,151
+$53,862 QoQ
Shares Held
479
+26.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,169
of 2,606 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $240,151 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
|
479 | $240,151 |
All Filings in TMO
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,151 | 479 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $186,289 | 379 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $219,611 | 379 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $183,822 | 379 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $153,263 | 378 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $188,092 | 378 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $196,646 | 378 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||