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P.J. Schmidt Investment Management (PJS)’s TransDigm Group TDG Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 		$612K Buy
459
+29
+7% +$35.6K 0.1% 112
2026
Q1 		$499K Buy
430
+28
+7% +$36.7K 0.08% 121
2025
Q4 		$535K Buy
402
+22
+6% +$28.8K 0.09% 116
2025
Q3 		$501K Buy
380
+83
+28% +$119K 0.08% 121
2025
Q2 		$452K Buy
297
+36
+14% +$50.6K 0.08% 136
2025
Q1 		$361K Buy
261
+29
+13% +$38.7K 0.07% 140
2024
Q4 		$294K Buy
232
+22
+10% +$29K 0.05% 153
2024
Q3 		$300K Buy
210
+14
+7% +$18.2K 0.05% 155
2024
Q2 		$250K Buy
196
+5
+3% +$6.41K 0.05% 159
2024
Q1 		$235K Buy
+191
New +$215K 0.04% 164

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s TDG Position: Q2 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its TransDigm Group (TDG) stake by 6.7% in Q2 2026, buying an estimated $35.6K and bringing the position to 459 shares worth $612K. The position accounts for 0.1% of the portfolio, ranked #112.

P.J. Schmidt Investment Management (PJS) first reported a position in TDG in Q1 2024 and has held it in 10 quarters since. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

  • P.J. Schmidt Investment Management (PJS) held 459 shares of TransDigm Group worth $612K as of Q2 2026.
  • P.J. Schmidt Investment Management (PJS) bought 29 TransDigm Group shares in Q2 2026, an estimated $35.6K.
  • TransDigm Group made up 0.1% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q2 2026, its #112 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in TransDigm Group in Q1 2024 and has held it in 10 quarters since.
  • 1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q2 2026, filed 29 Jul 2026.