LWM Advisory Services’s TransDigm Group TDG Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-225	Closed	-$297K	–	99
2025 Q3	$297K	Hold	225	–	–	0.17%	78
2025 Q2	$342K	Sell	225 -1	-0.4%	-$1.41K	0.24%	74
2025 Q1	$313K	Buy	226 +12	+6%	+$16K	0.22%	81
2024 Q4	$271K	Sell	214 -10	-4%	-$13.2K	0.19%	79
2024 Q3	$320K	Sell	224 -43	-16%	-$55.9K	0.24%	76
2024 Q2	$341K	Hold	267	–	–	0.29%	62
2024 Q1	$329K	Hold	267	–	–	0.26%	69
2023 Q4	$270K	Sell	267 -20	-7%	-$18.5K	0.24%	67
2023 Q3	$242K	Sell	287 -140	-33%	-$123K	0.26%	65
2023 Q2	$382K	Hold	427	–	–	0.4%	46
2023 Q1	$315K	Buy	+427	New	+$305K	0.34%	61

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

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

LWM Advisory Services's TDG Position: Q4 2025 in Review

LWM Advisory Services sold out of TransDigm Group (TDG) in Q4 2025, closing a stake of 225 shares — an estimated $297K sold.

LWM Advisory Services first reported a position in TDG in Q1 2023 and held it in 11 quarters. The position peaked at $382K in Q2 2023. 1,133 funds tracked by Wall St. Rank hold TDG as of Q4 2025.

LWM Advisory Services reported no remaining TransDigm Group position as of Q4 2025 after selling out during the quarter.
LWM Advisory Services sold 225 TransDigm Group shares in Q4 2025, an estimated $297K.
LWM Advisory Services first reported a position in TransDigm Group in Q1 2023 and held it in 11 quarters.
LWM Advisory Services's TransDigm Group position peaked at $382K in Q2 2023.
1,133 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.