Carson Wealth (CWM LLC)’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.09M | Buy |
937
+5
| +0.5% | +$6.55K | ﹤0.01% | 1491 |
|
|
2025
Q4 | $1.24M | Buy |
932
+44
| +5% | +$57.7K | ﹤0.01% | 1375 |
|
|
2025
Q3 | $1.17M | Sell |
888
-84
| -9% | -$120K | ﹤0.01% | 1320 |
|
|
2025
Q2 | $1.48M | Sell |
972
-12
| -1% | -$16.9K | 0.01% | 1065 |
|
|
2025
Q1 | $1.36M | Buy |
984
+106
| +12% | +$141K | 0.01% | 999 |
|
|
2024
Q4 | $1.11M | Buy |
878
+15
| +2% | +$19.8K | ﹤0.01% | 1021 |
|
|
2024
Q3 | $1.23M | Sell |
863
-23
| -3% | -$29.9K | 0.01% | 910 |
|
|
2024
Q2 | $1.13M | Buy |
886
+39
| +5% | +$50K | 0.01% | 831 |
|
|
2024
Q1 | $1.04M | Buy |
847
+38
| +5% | +$42.8K | 0.01% | 835 |
|
|
2023
Q4 | $819K | Buy |
809
+39
| +5% | +$36K | ﹤0.01% | 888 |
|
|
2023
Q3 | $649K | Buy |
770
+85
| +12% | +$74.6K | ﹤0.01% | 897 |
|
|
2023
Q2 | $613K | Buy |
685
+51
| +8% | +$40.3K | ﹤0.01% | 874 |
|
|
2023
Q1 | $467K | Buy |
634
+122
| +24% | +$87.2K | ﹤0.01% | 912 |
|
|
2022
Q4 | $322K | Sell |
512
-29
| -5% | -$17.1K | ﹤0.01% | 930 |
|
|
2022
Q3 | $284K | Buy |
541
+323
| +148% | +$193K | ﹤0.01% | 925 |
|
|
2022
Q2 | $117K | Sell |
218
-197
| -47% | -$116K | ﹤0.01% | 1255 |
|
|
2022
Q1 | $270K | Buy |
415
+254
| +158% | +$163K | ﹤0.01% | 925 |
|
|
2021
Q4 | $102K | Buy |
+161
| New | +$101K | ﹤0.01% | 1285 |
|
|
2021
Q2 | $49K | Hold |
75
| – | – | ﹤0.01% | 1414 |
|
|
2021
Q1 | $49K | Hold |
75
| – | – | ﹤0.01% | 1414 |
|
|
2020
Q4 | $49K | Hold |
75
| – | – | ﹤0.01% | 1414 |
|
|
2020
Q3 | $49K | Hold |
75
| – | – | ﹤0.01% | 1414 |
|
|
2020
Q2 | $49K | Hold |
75
| – | – | ﹤0.01% | 1414 |
|
|
2020
Q1 | $49K | Hold |
75
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q4 | $49K | Hold |
75
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q3 | $49K | Hold |
75
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q2 | $49K | Hold |
75
| – | – | ﹤0.01% | 1414 |
|
|
2019
Q1 | $49K | Buy |
75
+32
| +74% | +$13K | ﹤0.01% | 1414 |
|
|
2018
Q4 | $15K | Buy |
43
+5
| +13% | +$1.72K | ﹤0.01% | 1225 |
|
|
2018
Q3 | $14K | Buy |
38
+3
| +9% | +$1.08K | ﹤0.01% | 1060 |
|
|
2018
Q2 | $12K | Hold |
35
| – | – | ﹤0.01% | 962 |
|
|
2018
Q1 | $11K | Hold |
35
| – | – | ﹤0.01% | 840 |
|
|
2017
Q4 | $10K | Sell |
35
-22
| -39% | -$5.98K | ﹤0.01% | 893 |
|
|
2017
Q3 | $15K | Buy |
+57
| New | +$15.4K | ﹤0.01% | 792 |
|
|
2014
Q1 | – | Sell |
-114
| Closed | -$18K | – | 447 |
|
|
2013
Q4 | $18K | Buy |
114
+50
| +78% | +$7.45K | ﹤0.01% | 386 |
|
|
2013
Q3 | $9K | Buy |
+64
| New | +$9.11K | ﹤0.01% | 330 |
|
Other funds holding TDG
VCM
VPM
Carson Wealth (CWM LLC)'s TDG Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its TransDigm Group (TDG) stake by 0.54% in Q1 2026, buying an estimated $6.55K and bringing the position to 937 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1491.
Carson Wealth (CWM LLC) first reported a position in TDG in Q3 2013 and has held it in 36 quarters since. The position peaked at $1.48M in Q2 2025. 1,112 funds tracked by Wall St. Rank hold TDG as of Q1 2026.
- Carson Wealth (CWM LLC) held 937 shares of TransDigm Group worth $1.09M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 5 TransDigm Group shares in Q1 2026, an estimated $6.55K.
- TransDigm Group made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1491 holding.
- Carson Wealth (CWM LLC) first reported a position in TransDigm Group in Q3 2013 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s TransDigm Group position peaked at $1.48M in Q2 2025.
- 1,112 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.