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CM Wealth Advisors’s TransDigm Group TDG Stock Holding History

CM Wealth Advisors’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 		– Sell
-206
Closed -$239K – 201
2026
Q1 		$239K Sell
206
-92
-31% -$121K 0.05% 129
2025
Q4 		$396K Buy
+298
New +$391K 0.09% 96
2024
Q2 		– Sell
-486
Closed -$637K – 167
2024
Q1 		$637K Buy
+486
New +$547K 0.18% 61
2023
Q3 		– Sell
-674
Closed -$597K – 161
2023
Q2 		$597K Sell
674
-6,645
-91% -$5.26M 0.2% 57
2023
Q1 		$5.44M Buy
+7,319
New +$5.23M 1.05% 7

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

CM Wealth Advisors's TDG Position: Q2 2026 in Review

CM Wealth Advisors sold out of TransDigm Group (TDG) in Q2 2026, closing a stake of 206 shares — an estimated $239K sold.

CM Wealth Advisors first reported a position in TDG in Q1 2023 and held it in 5 quarters. The position peaked at $5.44M in Q1 2023. 1,138 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • CM Wealth Advisors reported no remaining TransDigm Group position as of Q2 2026 after selling out during the quarter.
  • CM Wealth Advisors sold 206 TransDigm Group shares in Q2 2026, an estimated $239K.
  • CM Wealth Advisors first reported a position in TransDigm Group in Q1 2023 and held it in 5 quarters.
  • CM Wealth Advisors's TransDigm Group position peaked at $5.44M in Q1 2023.
  • 1,138 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.