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Baker Tilly Wealth Management’s RTX Corp RTX Stock Holding History

Baker Tilly 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
Q3 		$595K Sell
3,205
-1,798
-36% -$368K 0.12% 151
2026
Q2 		$949K Buy
5,003
+223
+5% +$40.9K 0.2% 96
2026
Q1 		$922K Sell
4,780
-1,263
-21% -$251K 0.22% 92
2025
Q4 		$1.11M Sell
6,043
-1,041
-15% -$181K 0.27% 69
2025
Q3 		$1.19M Sell
7,084
-1,283
-15% -$199K 0.27% 64
2025
Q2 		$1.22M Sell
8,367
-884
-10% -$118K 0.44% 41
2025
Q1 		$1.23M Sell
9,251
-411
-4% -$52.1K 0.48% 44
2024
Q4 		$1.12M Buy
9,662
+610
+7% +$73.7K 0.44% 46
2024
Q3 		$1.1M Sell
9,052
-3,587
-28% -$409K 0.49% 45
2024
Q2 		$1.27M Sell
12,639
-32,184
-72% -$3.33M 0.52% 36
2024
Q1 		$4.37M Buy
44,823
+1,516
+4% +$137K 0.79% 18
2023
Q4 		$3.64M Sell
43,307
-139
-0.3% -$11K 0.6% 28
2023
Q3 		$3.13M Sell
43,446
-22,621
-34% -$1.94M 0.52% 38
2023
Q2 		$6.47M Buy
66,067
+2,796
+4% +$274K 0.68% 28
2023
Q1 		$6.2M Sell
63,271
-1,303
-2% -$128K 0.7% 25
2022
Q4 		$6.52M Buy
64,574
+7,206
+13% +$678K 0.8% 18
2022
Q3 		$4.7M Sell
57,368
-1,670
-3% -$151K 0.64% 29
2022
Q2 		$5.67M Sell
59,038
-3,458
-6% -$332K 0.74% 25
2022
Q1 		$6.19M Buy
62,496
+11,170
+22% +$1.06M 0.69% 27
2021
Q4 		$4.42M Buy
51,326
+5,814
+13% +$507K 0.47% 44
2021
Q3 		$3.91M Buy
45,512
+8,923
+24% +$763K 0.52% 38
2021
Q2 		$3.12M Buy
36,589
+7,984
+28% +$672K 0.5% 43
2021
Q1 		$2.21M Buy
28,605
+12,101
+73% +$883K 0.45% 48
2020
Q4 		$1.18M Buy
+16,504
New +$1.08M 0.36% 64

Other funds holding RTX

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Baker Tilly Wealth Management's RTX Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its RTX Corp (RTX) stake by 36% in Q3 2026, selling an estimated $368K and leaving 3,205 shares worth $595K. The position accounts for 0.12% of the portfolio, ranked #151.

Baker Tilly Wealth Management first reported a position in RTX in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.52M in Q4 2022. 187 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Baker Tilly Wealth Management held 3,205 shares of RTX Corp worth $595K as of Q3 2026.
  • Baker Tilly Wealth Management sold 1,798 RTX Corp shares in Q3 2026, an estimated $368K.
  • RTX Corp made up 0.12% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #151 holding.
  • Baker Tilly Wealth Management first reported a position in RTX Corp in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's RTX Corp position peaked at $6.52M in Q4 2022.
  • 187 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.