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Beaird Harris Wealth Management’s RTX Corp RTX Stock Holding History

Beaird Harris 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 		$136K Hold
716
– – 0.01% 180
2026
Q1 		$138K Sell
716
-2,647
-79% -$526K 0.01% 157
2025
Q4 		$617K Buy
3,363
+54
+2% +$9.38K 0.04% 84
2025
Q3 		$554K Buy
3,309
+2,705
+448% +$420K 0.04% 90
2025
Q2 		$88.2K Buy
604
+17
+3% +$2.27K 0.01% 194
2025
Q1 		$77.8K Hold
587
– – 0.01% 188
2024
Q4 		$67.9K Buy
587
+278
+90% +$33.6K 0.01% 202
2024
Q3 		$37.4K Sell
309
-1,414
-82% -$161K ﹤0.01% 250
2024
Q2 		$173K Buy
1,723
+1,013
+143% +$105K 0.02% 132
2024
Q1 		$69.2K Buy
710
+242
+52% +$21.8K 0.01% 178
2023
Q4 		$39.4K Buy
468
+139
+42% +$11K ﹤0.01% 203
2023
Q3 		$23.7K Sell
329
-1,118
-77% -$95.7K ﹤0.01% 228
2023
Q2 		$142K Hold
1,447
– – 0.02% 120
2023
Q1 		$142K Sell
1,447
-21
-1% -$2.07K 0.03% 107
2022
Q4 		$148K Sell
1,468
-78
-5% -$7.34K 0.03% 108
2022
Q3 		$127K Buy
1,546
+186
+14% +$16.8K 0.03% 96
2022
Q2 		$131K Sell
1,360
-295
-18% -$28.4K 0.04% 82
2022
Q1 		$164K Buy
1,655
+109
+7% +$10.3K 0.06% 98
2021
Q4 		$133K Buy
+1,546
New +$135K 0.05% 140

Other funds holding RTX

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beaird Harris Wealth Management's RTX Position: Q2 2026 in Review

Beaird Harris Wealth Management held its RTX Corp (RTX) position steady in Q2 2026 at 716 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #180.

Beaird Harris Wealth Management first reported a position in RTX in Q4 2021 and has held it in 19 quarters since. The position peaked at $617K in Q4 2025. 1,776 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Beaird Harris Wealth Management held 716 shares of RTX Corp worth $136K as of Q2 2026.
  • Beaird Harris Wealth Management left its RTX Corp share count unchanged in Q2 2026.
  • RTX Corp made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Beaird Harris Wealth Management first reported a position in RTX Corp in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's RTX Corp position peaked at $617K in Q4 2025.
  • 1,776 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.