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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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Smith Salley Wealth Management's TDG Position: Q1 2026 in Review

Smith Salley Wealth Management increased its TransDigm Group (TDG) stake by 1.7% in Q1 2026, buying an estimated $176K and bringing the position to 8,070 shares worth $9.35M. The position accounts for 0.47% of the portfolio, ranked #58.

Smith Salley Wealth Management first reported a position in TDG in Q1 2018 and has held it in 18 quarters since. The position peaked at $12.4M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

  • Smith Salley Wealth Management held 8,070 shares of TransDigm Group worth $9.35M as of Q1 2026.
  • Smith Salley Wealth Management bought 134 TransDigm Group shares in Q1 2026, an estimated $176K.
  • TransDigm Group made up 0.47% of Smith Salley Wealth Management's portfolio in Q1 2026, its #58 holding.
  • Smith Salley Wealth Management first reported a position in TransDigm Group in Q1 2018 and has held it in 18 quarters since.
  • Smith Salley Wealth Management's TransDigm Group position peaked at $12.4M in Q2 2025.
  • 1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.