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Beacon Investment Advisors’s RTX Corp RTX Stock Holding History

Beacon Investment Advisors’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 		$1.83M Buy
9,483
+4
+0% +$795 0.69% 40
2025
Q4 		$1.74M Buy
9,479
+3
+0% +$521 0.7% 41
2025
Q3 		$1.59M Buy
9,476
+17
+0.2% +$2.64K 0.65% 47
2025
Q2 		$1.37M Buy
9,459
+4
+0% +$533 0.59% 52
2025
Q1 		$1.25M Buy
9,455
+5
+0.1% +$634 0.59% 50
2024
Q4 		$1.09M Buy
9,450
+4
+0% +$483 0.51% 58
2024
Q3 		$1.14M Sell
9,446
-35
-0.4% -$3.99K 0.54% 57
2024
Q2 		$952K Buy
9,481
+4,780
+102% +$494K 0.49% 64
2024
Q1 		$458K Buy
4,701
+6
+0.1% +$542 0.26% 87
2023
Q4 		$395K Buy
4,695
+84
+2% +$6.65K 0.25% 92
2023
Q3 		$332K Sell
4,611
-226
-5% -$19.4K 0.23% 95
2023
Q2 		$474K Sell
4,837
-16
-0.3% -$1.57K 0.32% 82
2023
Q1 		$475K Buy
4,853
+7
+0.1% +$690 0.35% 83
2022
Q4 		$489K Buy
+4,846
New +$456K 0.41% 75

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

Beacon Investment Advisors's RTX Position: Q1 2026 in Review

Beacon Investment Advisors increased its RTX Corp (RTX) stake by 0.04% in Q1 2026, buying an estimated $795 and bringing the position to 9,483 shares worth $1.83M. The position accounts for 0.69% of the portfolio, ranked #40.

Beacon Investment Advisors first reported a position in RTX in Q4 2022 and has held it in 14 quarters since. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Beacon Investment Advisors held 9,483 shares of RTX Corp worth $1.83M as of Q1 2026.
  • Beacon Investment Advisors bought 4 RTX Corp shares in Q1 2026, an estimated $795.
  • RTX Corp made up 0.69% of Beacon Investment Advisors's portfolio in Q1 2026, its #40 holding.
  • Beacon Investment Advisors first reported a position in RTX Corp in Q4 2022 and has held it in 14 quarters since.
  • 3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.