Skip to main content
Livermore
Livermore
ZHEN

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

TMO holding history

Thermo Fisher Scientific Inc. in every 13F filed by CM Wealth Advisors 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)
1,693
Value
$849.6K
% of portfolio
0.2%
Quarters held
17
Since Q2 2022
Holdings of TMO by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,693$849.6K0.2%−203−10.7%ReducedHolders
Q1 20261,896$932.8K0.2%−9−0.5%ReducedHolders
Q4 20251,905$1.10M0.2%+601+46.1%AddedHolders
Q3 20251,304$633.0K0.2%00.0%UnchangedHolders
Q2 20251,304$529.3K0.2%−9−0.7%ReducedHolders
Q1 20251,313$653.9K0.2%−225−14.6%ReducedHolders
Q4 20241,538$800.7K0.3%00.0%UnchangedHolders
Q3 20241,538$952.0K0.3%+576+59.9%AddedHolders
Q2 2024962$532.4K0.3%−351−26.7%ReducedHolders
Q1 20241,313$752.2K0.2%+351+36.5%AddedHolders
Q4 2023962$511.0K0.2%00.0%UnchangedHolders
Q3 2023962$441.8K0.2%−351−26.7%ReducedHolders
Q2 20231,313$737.7K0.2%+294+28.9%AddedHolders
Q1 20231,019$543.0K0.1%+67+7.0%AddedHolders
Q4 2022952$524.5K0.3%00.0%UnchangedHolders
Q3 2022952$483.1K0.3%00.0%UnchangedHolders
Q2 2022952$517.5K0.3%–No prior filingHolders