BCM
TDG icon

Bourgeon Capital Management’s TransDigm Group TDG Stock Holding History

Bourgeon Capital 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
Q1 		– Sell
-263
Closed -$350K – 137
2025
Q4 		$350K Buy
263
+54
+26% +$70.8K 0.06% 106
2025
Q3 		$275K Hold
209
– – 0.05% 96
2025
Q2 		$318K Sell
209
-61
-23% -$85.7K 0.06% 92
2025
Q1 		$373K Buy
+270
New +$360K 0.08% 89
2023
Q1 		– Sell
-7
Closed -$4.41K – 372
2022
Q4 		$4.41K Sell
7
-4
-36% -$2.36K ﹤0.01% 277
2022
Q3 		$6K Buy
+11
New +$6.56K ﹤0.01% 249

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bourgeon Capital Management's TDG Position: Q1 2026 in Review

Bourgeon Capital Management sold out of TransDigm Group (TDG) in Q1 2026, closing a stake of 263 shares — an estimated $350K sold.

Bourgeon Capital Management first reported a position in TDG in Q3 2022 and held it in 6 quarters. The position peaked at $373K in Q1 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Bourgeon Capital Management reported no remaining TransDigm Group position as of Q1 2026 after selling out during the quarter.
  • Bourgeon Capital Management sold 263 TransDigm Group shares in Q1 2026, an estimated $350K.
  • Bourgeon Capital Management first reported a position in TransDigm Group in Q3 2022 and held it in 6 quarters.
  • Bourgeon Capital Management's TransDigm Group position peaked at $373K in Q1 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.