L.M. Kohn & Company’s TransDigm Group TDG Stock Holding History

L.M. Kohn & Company’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
2025 Q3	$330K	Hold	250	–	–	0.4%	77
2025 Q2	$380K	Hold	250	–	–	0.1%	169
2025 Q1	$346K	Buy	250 +10	+4%	+$13.3K	0.09%	180
2024 Q4	$304K	Hold	240	–	–	0.08%	187
2024 Q3	$343K	Hold	240	–	–	0.09%	190
2024 Q2	$307K	Hold	240	–	–	0.08%	201
2024 Q1	$296K	Hold	240	–	–	0.08%	204
2023 Q4	$243K	Hold	240	–	–	0.08%	200
2023 Q3	$202K	Hold	240	–	–	0.07%	211
2023 Q2	$215K	Buy	+240	New	+$190K	0.08%	209

Other funds holding TDG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

L.M. Kohn & Company's TDG Position: Q3 2025 in Review

L.M. Kohn & Company held its TransDigm Group (TDG) position steady in Q3 2025 at 250 shares worth $330K. The position accounts for 0.4% of the portfolio, ranked #77.

L.M. Kohn & Company first reported a position in TDG in Q2 2023 and has held it in 10 quarters since. The position peaked at $380K in Q2 2025. 1,073 funds tracked by Wall St. Rank hold TDG as of Q3 2025.

L.M. Kohn & Company held 250 shares of TransDigm Group worth $330K as of Q3 2025.
L.M. Kohn & Company left its TransDigm Group share count unchanged in Q3 2025.
TransDigm Group made up 0.4% of L.M. Kohn & Company's portfolio in Q3 2025, its #77 holding.
L.M. Kohn & Company first reported a position in TransDigm Group in Q2 2023 and has held it in 10 quarters since.
L.M. Kohn & Company's TransDigm Group position peaked at $380K in Q2 2025.
1,073 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.