HM Payson & Co’s TransDigm Group TDG Stock Holding History

HM Payson & Co’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	$192K	Buy	144 +1	+0.7%	+$1.23K	﹤0.01%	457
2026 Q1	$166K	Sell	143 -1	-0.7%	-$1.31K	﹤0.01%	463
2025 Q4	$191K	Buy	144 +1	+0.7%	+$1.31K	﹤0.01%	435
2025 Q3	$188K	Hold	143	–	–	﹤0.01%	444
2025 Q2	$217K	Hold	143	–	–	﹤0.01%	402
2025 Q1	$198K	Hold	143	–	–	﹤0.01%	413
2024 Q4	$181K	Buy	+143	New	+$188K	﹤0.01%	442
2024 Q3	–	Sell	-3	Closed	-$3.83K	–	1164
2024 Q2	$3.83K	Buy	+3	New	+$3.85K	﹤0.01%	903
2022 Q3	–	Sell	-3	Closed	-$2K	–	1077
2022 Q2	$2K	Hold	3	–	–	﹤0.01%	974
2022 Q1	$2K	Hold	3	–	–	﹤0.01%	993
2021 Q4	$2K	Hold	3	–	–	﹤0.01%	1022
2021 Q3	$2K	Hold	3	–	–	﹤0.01%	1012
2021 Q2	$2K	Hold	3	–	–	﹤0.01%	1015
2021 Q1	$2K	Buy	+3	New	+$1.77K	﹤0.01%	1064

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

HM Payson & Co's TDG Position: Q2 2026 in Review

HM Payson & Co increased its TransDigm Group (TDG) stake by 0.7% in Q2 2026, buying an estimated $1.23K and bringing the position to 144 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

HM Payson & Co first reported a position in TDG in Q1 2021 and has held it in 14 quarters since. The position peaked at $217K in Q2 2025. 1,140 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

HM Payson & Co held 144 shares of TransDigm Group worth $192K as of Q2 2026.
HM Payson & Co bought 1 TransDigm Group share in Q2 2026, an estimated $1.23K.
TransDigm Group made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #457 holding.
HM Payson & Co first reported a position in TransDigm Group in Q1 2021 and has held it in 14 quarters since.
HM Payson & Co's TransDigm Group position peaked at $217K in Q2 2025.
1,140 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.