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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Baker Tilly Wealth Management's RTX Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its RTX Corp (RTX) stake by 4.7% in Q2 2026, buying an estimated $40.9K and bringing the position to 5,003 shares worth $949K. The position accounts for 0.2% of the portfolio, ranked #96.

Baker Tilly Wealth Management first reported a position in RTX in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.52M in Q4 2022. 2,006 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Baker Tilly Wealth Management held 5,003 shares of RTX Corp worth $949K as of Q2 2026.
  • Baker Tilly Wealth Management bought 223 RTX Corp shares in Q2 2026, an estimated $40.9K.
  • RTX Corp made up 0.2% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #96 holding.
  • Baker Tilly Wealth Management first reported a position in RTX Corp in Q4 2020 and has held it in 23 quarters since.
  • Baker Tilly Wealth Management's RTX Corp position peaked at $6.52M in Q4 2022.
  • 2,006 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.