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Livermore
Livermore
ZHEN

Castle Wealth Management LLC

SEC CIK
0001936420
Latest filing
Jul 31, 2026

TMO holding history

Thermo Fisher Scientific Inc. in every 13F filed by Castle 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)
2,555
Value
$1.28M
% of portfolio
0.4%
Quarters held
17
Since Q2 2022
Holdings of TMO by Castle Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,555$1.28M0.4%−46−1.8%ReducedHolders
Q1 20262,601$1.28M0.4%+188+7.8%AddedHolders
Q4 20252,413$1.40M0.5%−429−15.1%ReducedHolders
Q3 20252,842$1.38M0.5%+5+0.2%AddedHolders
Q2 20252,837$1.15M0.4%−104−3.5%ReducedHolders
Q1 20252,941$1.46M0.6%+80+2.8%AddedHolders
Q4 20242,861$1.49M0.6%+94+3.4%AddedHolders
Q3 20242,767$1.71M0.7%−32−1.1%ReducedHolders
Q2 20242,799$1.55M0.7%+77+2.8%AddedHolders
Q1 20242,722$1.58M0.8%+439+19.2%AddedHolders
Q4 20232,283$1.21M0.7%−166−6.8%ReducedHolders
Q3 20232,449$1.24M0.9%+368+17.7%AddedHolders
Q2 20232,081$1.09M0.8%+58+2.9%AddedHolders
Q1 20232,023$1.17M0.9%+969+91.9%AddedHolders
Q4 20221,054$580.8K0.4%00.0%UnchangedHolders
Q3 20221,054$535.0K0.3%00.0%UnchangedHolders
Q2 20221,054$573.0K0.3%–No prior filingHolders