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JPL Wealth Management’s TransDigm Group TDG Stock Holding History

JPL Wealth Management’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
Q1 		$52.2K Buy
+45
New +$59K 0.01% 231
2025
Q4 		– Sell
-47
Closed -$61.9K – 1010
2025
Q3 		$61.9K Buy
+47
New +$67.2K 0.01% 226

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JPL Wealth Management's TDG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in TransDigm Group (TDG) in Q1 2026: 45 shares worth $52.2K. The stake represents 0.01% of the portfolio and ranks #231 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TDG as recently as Q3 2025.

JPL Wealth Management first reported a position in TDG in Q3 2025 and has held it in 2 quarters since. The position peaked at $61.9K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • JPL Wealth Management held 45 shares of TransDigm Group worth $52.2K as of Q1 2026.
  • TransDigm Group was a new JPL Wealth Management position in Q1 2026.
  • TransDigm Group made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #231 holding.
  • JPL Wealth Management first reported a position in TransDigm Group in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's TransDigm Group position peaked at $61.9K in Q3 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.