Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

TMO holding history

Thermo Fisher Scientific Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TMO overviewAll 13F holders of TMOFull Q2 2026 holdings

Shares (Q2 2026)
4,866
Value
$2.44M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of TMO by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,866$2.44M<0.1%−484−9.0%ReducedHolders
Q1 20265,350$2.63M<0.1%+93+1.8%AddedHolders
Q4 20255,257$3.05M<0.1%−63,724−92.4%ReducedHolders
Q3 202568,981$33.5M0.2%+5,334+8.4%AddedHolders
Q2 202563,647$25.8M0.2%+2,702+4.4%AddedHolders
Q1 202560,945$30.3M0.3%+956+1.6%AddedHolders
Q4 202459,989$31.2M0.3%+4,426+8.0%AddedHolders
Q3 202455,563$34.4M0.3%+6,006+12.1%AddedHolders
Q2 202449,557$27.4M0.3%+5,247+11.8%AddedHolders
Q1 202444,310$25.8M0.3%−313−0.7%ReducedHolders
Q4 202344,623$24.4M0.1%+10,336+30.1%AddedHolders
Q3 202334,287$17.4M0.1%+1,841+5.7%AddedHolders
Q2 202332,446$16.9M0.1%+9,725+42.8%AddedHolders
Q1 202322,721$13.1M0.1%−1,777−7.3%ReducedHolders
Q4 202224,498$13.5M0.1%−1,131−4.4%ReducedHolders
Q3 202225,629$13.0M0.1%+7,925+44.8%AddedHolders
Q2 202217,704$9.62M0.1%+2,423+15.9%AddedHolders
Q1 202215,281$9.03M0.1%+1,057+7.4%AddedHolders
Q4 202114,224$9.49M0.1%+1,330+10.3%AddedHolders
Q3 202112,894$7.37M0.1%−1,822−12.4%ReducedHolders
Q2 202114,716$7.42M0.1%−6,258−29.8%ReducedHolders
Q1 202120,974$9.57M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.