TRB Wealth Management, LLC

Position in TMO — Thermo Fisher Scientific Inc.

CIK 2130988 HOUSTON, TX

Position in TMO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$827,745

-$147,941 QoQ

Shares Held

1,651

-16.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,524

of 2,606 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

TRB Wealth Management, LLC holds $1,665,237 across 3 Diagnostics & Research names. TMO ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TMO	Thermo Fisher Scientific Inc. This page	1,651	$827,745
2	DHR	Danaher Corp /De/	2,722	$518,486
3	IQV	Iqvia Holdings Inc.	1,651	$319,006

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$827,745	1,651	-16.8%	Shares	Sole	2026-08-12
2026-03-31	$975,686	1,985	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.