Thermo Fisher Scientific Inc.
MX ˙ BMV ˙ US8835561023
SecurityMX:TMO / Thermo Fisher Scientific Inc.
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership977 shares
Latest Disclosed Value $ 480,225
Institute for Wealth Management, LLC. reports 0.20% decrease in ownership of TMO / Thermo Fisher Scientific Inc.

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 977 shares of Thermo Fisher Scientific Inc. (MX:TMO) valued at $480,225 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 979 shares of Thermo Fisher Scientific Inc.. This represents a change in shares of -0.20% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 977 -2 -0.20 480 -15.34 0.0512
2026-01-27 2025-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 979 23 2.41 567 22.46 0.0601
2025-10-17 2025-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 956 55 6.10 464 26.85 0.0483
2025-07-18 2025-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 901 -16 -1.74 365 -19.96 0.0407
2025-04-21 2025-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 917 0 0.00 456 -4.40 0.0585
2025-01-23 2024-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 917 -46 -4.78 477 -19.83 0.0598
2024-11-12 2024-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 963 -28 -2.83 595 8.78 0.0751
2024-07-25 2024-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 991 -14 -1.39 548 -6.17 0.0734
2024-04-30 2024-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,005 -177 -14.97 584 -7.02 0.0752
2024-01-31 2023-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,182 0 0.00 627 4.85 0.1017
2023-10-13 2023-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,182 162 15.88 598 12.62 0.1079
2023-07-25 2023-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,020 -30 -2.86 532 -12.09 0.0897
2023-04-20 2023-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,050 26 2.54 605 7.28 0.1155
2023-02-02 2022-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,024 18 1.79 564 10.39 0.1185
2022-10-18 2022-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,006 0 0.00 510 -6.59 0.1144
2022-07-25 2022-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,006 0 0.00 546 -8.08 0.1072
2022-04-29 2022-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,006 -38 -3.64 594 -14.66 0.0961
2022-01-21 2021-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,044 -1 -0.10 696 16.58 0.1134
2021-11-15 2021-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,045 159 17.95 597 33.56 0.1048
2021-07-21 2021-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 886 -23 -2.53 447 7.71 0.0785
2021-05-04 2021-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 909 23 2.60 415 0.48 0.0789
2021-02-01 2020-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 886 -170 -16.10 413 -11.37 0.0821
2020-11-03 2020-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,056 157 17.46 466 42.94 0.1064
2020-07-30 2020-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 899 19 2.16 326 30.40 0.0798
2020-04-29 2020-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 880 -92 -9.47 250 -20.89 0.0771
2020-02-27 2019-12-31 13F/A-1 THERMO FISHER SCIENTIFIC COM 883556102 972 26 2.75 316 14.49 0.0714
2020-01-27 2019-12-31 13F THERMO FISHER SCIENTIFIC COM 883556102 316 -630 316 73,381.5422
2019-10-28 2019-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 946 -396 -29.51 276 -29.95 0.0696
2019-08-02 2019-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,342 62 4.84 394 12.57 0.0872
2019-05-15 2019-03-31 13F THERMO FISHER SCIENTIFIC COM 883556102 1,280 1,280 350 0.0761
2017-11-14 2017-09-30 13F THERMO FISHER SCIENTIFIC COM 883556102 0 -1,447 -100.00 0 -100.00
2017-08-14 2017-06-30 13F THERMO FISHER SCIENTIFIC COM 883556102 1,447 1,447 250 0.0688
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.