Smith Salley Wealth Management’s TransDigm Group TDG Stock Holding History

Smith Salley 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 Q2	$12.2M	Buy	9,148 +1,078	+13%	+$1.32M	0.53%	52
2026 Q1	$9.35M	Buy	8,070 +134	+2%	+$176K	0.47%	58
2025 Q4	$10.6M	Sell	7,936 -175	-2%	-$229K	0.52%	51
2025 Q3	$10.7M	Sell	8,111 -29	-0.4%	-$41.5K	0.55%	46
2025 Q2	$12.4M	Buy	8,140 +259	+3%	+$364K	0.72%	41
2025 Q1	$10.9M	Buy	7,881 +282	+4%	+$376K	0.71%	42
2024 Q4	$9.63M	Buy	7,599 +283	+4%	+$373K	0.62%	44
2024 Q3	$10.4M	Buy	7,316 +7,131	+3,855%	+$9.27M	0.68%	46
2024 Q2	$236K	Sell	185 -1	-0.5%	-$1.28K	0.02%	211
2024 Q1	$229K	Buy	+186	New	+$209K	0.02%	209
2020 Q2	–	Sell	-6,216	Closed	-$1.99M	–	196
2020 Q1	$1.99M	Sell	6,216 -7,746	-55%	-$4.22M	0.33%	68
2019 Q4	$7.82M	Sell	13,962 -77	-0.5%	-$42.1K	1.03%	36
2019 Q3	$7.31M	Buy	14,039 +562	+4%	+$288K	1.04%	39
2019 Q2	$6.52M	Buy	13,477 +593	+5%	+$277K	0.98%	38
2019 Q1	$5.85M	Sell	12,884 -4,151	-24%	-$1.68M	0.94%	40
2018 Q4	$5.79M	Buy	17,035 +609	+4%	+$209K	1.07%	37
2018 Q3	$6.12M	Buy	16,426 +639	+4%	+$230K	0.97%	41
2018 Q2	$5.45M	Buy	15,787 +1,229	+8%	+$404K	0.93%	41
2018 Q1	$4.47M	Buy	+14,558	New	+$4.29M	0.8%	47

Other funds holding TDG

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Smith Salley Wealth Management's TDG Position: Q2 2026 in Review

Smith Salley Wealth Management increased its TransDigm Group (TDG) stake by 13% in Q2 2026, buying an estimated $1.32M and bringing the position to 9,148 shares worth $12.2M. The position accounts for 0.53% of the portfolio, ranked #52.

Smith Salley Wealth Management first reported a position in TDG in Q1 2018 and has held it in 19 quarters since. The position peaked at $12.4M in Q2 2025. 1,144 funds tracked by Wall St. Rank hold TDG as of Q2 2026.

Smith Salley Wealth Management held 9,148 shares of TransDigm Group worth $12.2M as of Q2 2026.
Smith Salley Wealth Management bought 1,078 TransDigm Group shares in Q2 2026, an estimated $1.32M.
TransDigm Group made up 0.53% of Smith Salley Wealth Management's portfolio in Q2 2026, its #52 holding.
Smith Salley Wealth Management first reported a position in TransDigm Group in Q1 2018 and has held it in 19 quarters since.
Smith Salley Wealth Management's TransDigm Group position peaked at $12.4M in Q2 2025.
1,144 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.