FSM Wealth Advisors’s TransDigm Group TDG Stock Holding History

FSM 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	$234K	Buy	+175	New	+$215K	0.02%	312
2026 Q1	–	Sell	-177	Closed	-$235K	–	328
2025 Q4	$235K	Buy	177 +1	+0.6%	+$1.31K	0.03%	282
2025 Q3	$232K	Sell	176 -15	-8%	-$21.4K	0.03%	284
2025 Q2	$292K	Buy	191 +7	+4%	+$9.83K	0.05%	224
2025 Q1	$255K	Buy	184 +16	+10%	+$21.3K	0.06%	175
2024 Q4	$222K	Buy	168 +6	+4%	+$7.91K	0.05%	172
2024 Q3	$232K	Buy	+162	New	+$211K	0.06%	161

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

FSM Wealth Advisors opened a new position in TransDigm Group (TDG) in Q2 2026: 175 shares worth $234K. The stake represents 0.02% of the portfolio and ranks #312 among its holdings. This is a return to the name: FSM Wealth Advisors previously reported a position in TDG as recently as Q4 2025.

FSM Wealth Advisors first reported a position in TDG in Q3 2024 and has held it in 7 quarters since. The position peaked at $292K in Q2 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

FSM Wealth Advisors held 175 shares of TransDigm Group worth $234K as of Q2 2026.
TransDigm Group was a new FSM Wealth Advisors position in Q2 2026.
TransDigm Group made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #312 holding.
FSM Wealth Advisors first reported a position in TransDigm Group in Q3 2024 and has held it in 7 quarters since.
FSM Wealth Advisors's TransDigm Group position peaked at $292K in Q2 2025.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.