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Balboa Wealth Partners’s RTX Corp RTX Stock Holding History

Balboa Wealth Partners’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
Q1 		$1.87M Buy
9,697
+690
+8% +$137K 0.31% 54
2025
Q4 		$1.65M Sell
9,007
-207
-2% -$36K 0.27% 58
2025
Q3 		$1.54M Sell
9,214
-1,036
-10% -$161K 0.27% 62
2025
Q2 		$1.5M Sell
10,250
-434
-4% -$57.8K 0.3% 62
2025
Q1 		$1.42M Sell
10,684
-172
-2% -$21.8K 0.34% 54
2024
Q4 		$1.26M Buy
10,856
+64
+0.6% +$7.73K 0.29% 64
2024
Q3 		$1.31M Sell
10,792
-39
-0.4% -$4.45K 0.33% 59
2024
Q2 		$1.09M Sell
10,831
-749
-6% -$77.4K 0.29% 64
2024
Q1 		$1.13M Buy
11,580
+2,532
+28% +$229K 0.33% 57
2023
Q4 		$761K Sell
9,048
-339
-4% -$26.8K 0.25% 76
2023
Q3 		$676K Buy
9,387
+237
+3% +$20.3K 0.25% 72
2023
Q2 		$896K Sell
9,150
-584
-6% -$57.2K 0.31% 55
2023
Q1 		$953K Sell
9,734
-4
-0% -$394 0.36% 53
2022
Q4 		$983K Sell
9,738
-1,230
-11% -$116K 0.44% 55
2022
Q3 		$898K Buy
+10,968
New +$993K 0.39% 51

Other funds holding RTX

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balboa Wealth Partners's RTX Position: Q1 2026 in Review

Balboa Wealth Partners increased its RTX Corp (RTX) stake by 7.7% in Q1 2026, buying an estimated $137K and bringing the position to 9,697 shares worth $1.87M. The position accounts for 0.31% of the portfolio, ranked #54.

Balboa Wealth Partners first reported a position in RTX in Q3 2022 and has held it in 15 quarters since. 3,452 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Balboa Wealth Partners held 9,697 shares of RTX Corp worth $1.87M as of Q1 2026.
  • Balboa Wealth Partners bought 690 RTX Corp shares in Q1 2026, an estimated $137K.
  • RTX Corp made up 0.31% of Balboa Wealth Partners's portfolio in Q1 2026, its #54 holding.
  • Balboa Wealth Partners first reported a position in RTX Corp in Q3 2022 and has held it in 15 quarters since.
  • 3,452 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.