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 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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s TDG Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its TransDigm Group (TDG) stake by 7% in Q1 2026, buying an estimated $36.7K and bringing the position to 430 shares worth $499K. The position accounts for 0.08% of the portfolio, ranked #121.

P.J. Schmidt Investment Management (PJS) first reported a position in TDG in Q1 2024 and has held it in 9 quarters since. The position peaked at $535K in Q4 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

P.J. Schmidt Investment Management (PJS) held 430 shares of TransDigm Group worth $499K as of Q1 2026.
P.J. Schmidt Investment Management (PJS) bought 28 TransDigm Group shares in Q1 2026, an estimated $36.7K.
TransDigm Group made up 0.08% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #121 holding.
P.J. Schmidt Investment Management (PJS) first reported a position in TransDigm Group in Q1 2024 and has held it in 9 quarters since.
P.J. Schmidt Investment Management (PJS)'s TransDigm Group position peaked at $535K in Q4 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.