F/M Investments’s Transmedics TMDX Stock Holding History

F/M Investments’s Portfolio TMDX Stock Details TMDX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.98M	Sell	40,086 -25,453	-39%	-$3.32M	0.26%	76
2025 Q4	$7.97M	Buy	65,539 +8,627	+15%	+$1.08M	0.3%	78
2025 Q3	$6.39M	Buy	56,912 +3,584	+7%	+$420K	0.25%	93
2025 Q2	$7.15M	Buy	53,328 +1,461	+3%	+$160K	0.26%	78
2025 Q1	$3.49M	Buy	51,867 +979	+2%	+$67.3K	0.14%	160
2024 Q4	$3.17M	Sell	50,888 -21,574	-30%	-$2.01M	0.12%	164
2024 Q3	$11.4M	Sell	72,462 -283	-0.4%	-$43.6K	0.36%	87
2024 Q2	$11M	Buy	+72,745	New	+$8.73M	0.4%	77

Other funds holding TMDX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

F/M Investments's TMDX Position: Q1 2026 in Review

F/M Investments reduced its Transmedics (TMDX) stake by 39% in Q1 2026, selling an estimated $3.32M and leaving 40,086 shares worth $3.98M. The position accounts for 0.26% of the portfolio, ranked #76.

F/M Investments first reported a position in TMDX in Q2 2024 and has held it in 8 quarters since. The position peaked at $11.4M in Q3 2024. 414 funds tracked by Wall St. Rank hold TMDX as of Q1 2026.

F/M Investments held 40,086 shares of Transmedics worth $3.98M as of Q1 2026.
F/M Investments sold 25,453 Transmedics shares in Q1 2026, an estimated $3.32M.
Transmedics made up 0.26% of F/M Investments's portfolio in Q1 2026, its #76 holding.
F/M Investments first reported a position in Transmedics in Q2 2024 and has held it in 8 quarters since.
F/M Investments's Transmedics position peaked at $11.4M in Q3 2024.
414 funds tracked by Wall St. Rank held Transmedics as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.