BFIM
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Beese Fulmer Investment Management’s TransDigm Group TDG Stock Holding History

Beese Fulmer Investment Management’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Buy
9,233
+71
+0.8% +$87.2K 0.71% 42
2026
Q1 		$10.6M Buy
9,162
+233
+3% +$305K 0.68% 47
2025
Q4 		$11.9M Buy
8,929
+6,675
+296% +$8.75M 0.77% 42
2025
Q3 		$2.97M Buy
2,254
+161
+8% +$230K 0.21% 89
2025
Q2 		$3.18M Buy
2,093
+27
+1% +$37.9K 0.24% 85
2025
Q1 		$2.86M Buy
2,066
+44
+2% +$58.7K 0.25% 74
2024
Q4 		$2.56M Buy
2,022
+37
+2% +$48.8K 0.22% 76
2024
Q3 		$2.83M Buy
1,985
+48
+2% +$62.4K 0.24% 73
2024
Q2 		$2.47M Sell
1,937
-75
-4% -$96.2K 0.23% 78
2024
Q1 		$2.48M Sell
2,012
-116
-5% -$131K 0.23% 82
2023
Q4 		$2.15M Buy
2,128
+6
+0.3% +$5.54K 0.22% 81
2023
Q3 		$1.79M Hold
2,122
– – 0.2% 91
2023
Q2 		$1.9M Sell
2,122
-59
-3% -$46.7K 0.21% 95
2023
Q1 		$1.61M Sell
2,181
-31
-1% -$22.1K 0.18% 99
2022
Q4 		$1.39M Buy
2,212
+32
+1% +$18.9K 0.17% 104
2022
Q3 		$1.14M Hold
2,180
– – 0.15% 108
2022
Q2 		$1.17M Sell
2,180
-103
-5% -$60.8K 0.15% 110
2022
Q1 		$1.49M Buy
2,283
+48
+2% +$30.8K 0.16% 104
2021
Q4 		$1.42M Buy
2,235
+63
+3% +$39.4K 0.15% 106
2021
Q3 		$1.36M Hold
2,172
– – 0.15% 110
2021
Q2 		$1.41M Hold
2,172
– – 0.16% 108
2021
Q1 		$1.28M Sell
2,172
-89
-4% -$52.4K 0.15% 111
2020
Q4 		$1.4M Sell
2,261
-170
-7% -$93.5K 0.18% 101
2020
Q3 		$1.16M Hold
2,431
– – 0.16% 99
2020
Q2 		$1.07M Buy
2,431
+64
+3% +$24.2K 0.16% 100
2020
Q1 		$758K Buy
2,367
+67
+3% +$36.5K 0.13% 110
2019
Q4 		$1.29M Hold
2,300
– – 0.18% 105
2019
Q3 		$1.2M Hold
2,300
– – 0.18% 103
2019
Q2 		$1.11M Sell
2,300
-96
-4% -$44.9K 0.21% 93
2019
Q1 		$1.09M Sell
2,396
-15
-0.6% -$6.09K 0.21% 89
2018
Q4 		$820K Sell
2,411
-100
-4% -$34.3K 0.18% 96
2018
Q3 		$935K Sell
2,511
-25
-1% -$9K 0.18% 96
2018
Q2 		$875K Sell
2,536
-129
-5% -$42.4K 0.18% 97
2018
Q1 		$818K Hold
2,665
– – 0.18% 101
2017
Q4 		$732K Hold
2,665
– – 0.16% 101
2017
Q3 		$681K Buy
2,665
+47
+2% +$12.7K 0.16% 100
2017
Q2 		$704K Sell
2,618
-40
-2% -$10.2K 0.17% 99
2017
Q1 		$585K Hold
2,658
– – 0.14% 104
2016
Q4 		$662K Buy
2,658
+507
+24% +$133K 0.17% 100
2016
Q3 		$622K Buy
2,151
+18
+0.8% +$5.05K 0.17% 102
2016
Q2 		$562K Hold
2,133
– – 0.16% 100
2016
Q1 		$478K Buy
2,133
+189
+10% +$41.3K 0.14% 104
2015
Q4 		$444K Buy
1,944
+175
+10% +$39.4K 0.14% 104
2015
Q3 		$376K Buy
1,769
+180
+11% +$41.2K 0.12% 108
2015
Q2 		$357K Buy
1,589
+20
+1% +$4.48K 0.11% 114
2015
Q1 		$343K Buy
1,569
+50
+3% +$10.5K 0.11% 105
2014
Q4 		$298K Hold
1,519
– – 0.09% 122
2014
Q3 		$280K Buy
1,519
+129
+9% +$23K 0.09% 130
2014
Q2 		$232K Buy
1,390
+64
+5% +$11.5K 0.08% 136
2014
Q1 		$246K Buy
+1,326
New +$232K 0.09% 131

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Beese Fulmer Investment Management's TDG Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its TransDigm Group (TDG) stake by 0.77% in Q2 2026, buying an estimated $87.2K and bringing the position to 9,233 shares worth $12.3M. The position accounts for 0.71% of the portfolio, ranked #42.

Beese Fulmer Investment Management first reported a position in TDG in Q1 2014 and has held it in 50 quarters since. 1,143 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • Beese Fulmer Investment Management held 9,233 shares of TransDigm Group worth $12.3M as of Q2 2026.
  • Beese Fulmer Investment Management bought 71 TransDigm Group shares in Q2 2026, an estimated $87.2K.
  • TransDigm Group made up 0.71% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #42 holding.
  • Beese Fulmer Investment Management first reported a position in TransDigm Group in Q1 2014 and has held it in 50 quarters since.
  • 1,143 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.