WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV
Position in TMO — Thermo Fisher Scientific Inc.
CIK 752365
SOUTH BEND, IN
Position in TMO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$465,763
+$16,014 QoQ
Shares Held
929
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,788
of 2,606 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TMO Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV holds $1,340,828 across 2 Diagnostics & Research names. TMO ranks #2 (34.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DHR |
Danaher Corp /De/
|
4,594 | $875,065 | |
| 2 | TMO |
Thermo Fisher Scientific Inc.
This page
|
929 | $465,763 |
All Filings in TMO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,763 | 929 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $449,749 | 915 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $534,832 | 923 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $445,733 | 919 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $371,401 | 916 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $436,892 | 878 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $416,184 | 800 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $489,907 | 792 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $435,764 | 788 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $457,412 | 787 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $416,670 | 785 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $401,898 | 794 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $414,269 | 794 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $457,637 | 794 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $467,535 | 849 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $430,604 | 849 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $452,552 | 833 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $492,011 | 833 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $619,198 | 928 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $530,194 | 928 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $450,996 | 894 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $408,003 | 894 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $416,407 | 894 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $394,718 | 894 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $345,310 | 953 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,283,290 | 4,525 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||