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

Accredited 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
2025
Q3 		$188K Sell
175
-945
-84% -$147K 0.14% 71
2025
Q2 		$164K Buy
+1,120
New +$149K 0.13% 73
2025
Q1 		– Sell
-886
Closed -$102K – 412
2024
Q4 		$102K Buy
+886
New +$107K 0.09% 97

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accredited Wealth Management's RTX Position: Q3 2025 in Review

Accredited Wealth Management reduced its RTX Corp (RTX) stake by 84% in Q3 2025, selling an estimated $147K and leaving 175 shares worth $188K. The position accounts for 0.14% of the portfolio, ranked #71.

Accredited Wealth Management first reported a position in RTX in Q4 2024 and has held it in 3 quarters since. 3,094 funds tracked by Wall St. Rank hold RTX as of Q3 2025.

  • Accredited Wealth Management held 175 shares of RTX Corp worth $188K as of Q3 2025.
  • Accredited Wealth Management sold 945 RTX Corp shares in Q3 2025, an estimated $147K.
  • RTX Corp made up 0.14% of Accredited Wealth Management's portfolio in Q3 2025, its #71 holding.
  • Accredited Wealth Management first reported a position in RTX Corp in Q4 2024 and has held it in 3 quarters since.
  • 3,094 funds tracked by Wall St. Rank held RTX Corp as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.