AWM
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Accel Wealth Management’s RTX Corp RTX Stock Holding History

Accel Wealth Management’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.58M Sell
13,607
-1,054
-7% -$193K 0.58% 44
2026
Q1 		$2.83M Sell
14,661
-632
-4% -$126K 0.74% 32
2025
Q4 		$2.8M Sell
15,293
-9
-0.1% -$1.56K 0.77% 32
2025
Q3 		$2.56M Buy
15,302
+154
+1% +$23.9K 0.74% 31
2025
Q2 		$2.21M Sell
15,148
-26
-0.2% -$3.46K 0.74% 33
2025
Q1 		$2.01M Buy
15,174
+5,984
+65% +$759K 0.73% 35
2024
Q4 		$1.06M Sell
9,190
-133
-1% -$16.1K 0.4% 62
2024
Q3 		$1.13M Buy
9,323
+9
+0.1% +$1.03K 0.42% 62
2024
Q2 		$935K Sell
9,314
-128
-1% -$13.2K 0.37% 69
2024
Q1 		$921K Buy
9,442
+687
+8% +$62K 0.39% 67
2023
Q4 		$737K Buy
8,755
+3,295
+60% +$261K 0.37% 72
2023
Q3 		$393K Sell
5,460
-36
-0.7% -$3.08K 0.22% 106
2023
Q2 		$538K Buy
5,496
+137
+3% +$13.4K 0.3% 85
2023
Q1 		$525K Buy
5,359
+931
+21% +$91.7K 0.21% 103
2022
Q4 		$447K Buy
4,428
+217
+5% +$20.4K 0.21% 92
2022
Q3 		$360K Sell
4,211
-341
-7% -$30.9K 0.19% 108
2022
Q2 		$415K Sell
4,552
-727
-14% -$69.9K 0.24% 89
2022
Q1 		$529K Buy
5,279
+17
+0.3% +$1.61K 0.27% 79
2021
Q4 		$453K Buy
5,262
+481
+10% +$41.9K 0.22% 83
2021
Q3 		$411K Sell
4,781
-484
-9% -$41.4K 0.27% 75
2021
Q2 		$449K Buy
5,265
+114
+2% +$9.59K 0.3% 75
2021
Q1 		$398K Sell
5,151
-527
-9% -$38.5K 0.32% 66
2020
Q4 		$406K Buy
+5,678
New +$373K 0.38% 59

Other funds holding RTX

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Accel Wealth Management's RTX Position: Q2 2026 in Review

Accel Wealth Management reduced its RTX Corp (RTX) stake by 7.2% in Q2 2026, selling an estimated $193K and leaving 13,607 shares worth $2.58M. The position accounts for 0.58% of the portfolio, ranked #44.

Accel Wealth Management first reported a position in RTX in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.83M in Q1 2026. 1,500 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Accel Wealth Management held 13,607 shares of RTX Corp worth $2.58M as of Q2 2026.
  • Accel Wealth Management sold 1,054 RTX Corp shares in Q2 2026, an estimated $193K.
  • RTX Corp made up 0.58% of Accel Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Accel Wealth Management first reported a position in RTX Corp in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's RTX Corp position peaked at $2.83M in Q1 2026.
  • 1,500 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.