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Beaumont Financial Advisors’s RTX Corp RTX Stock Holding History

Beaumont Financial 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 		$1.59M Sell
8,217
-544
-6% -$108K 0.11% 118
2025
Q4 		$1.61M Sell
8,761
-1,863
-18% -$324K 0.11% 111
2025
Q3 		$1.78M Sell
10,624
-11
-0.1% -$1.71K 0.12% 104
2025
Q2 		$1.55M Sell
10,635
-600
-5% -$79.9K 0.11% 111
2025
Q1 		$1.49M Sell
11,235
-425
-4% -$53.9K 0.12% 117
2024
Q4 		$1.35M Buy
11,660
+243
+2% +$29.4K 0.1% 126
2024
Q3 		$1.38M Sell
11,417
-40
-0.3% -$4.56K 0.11% 119
2024
Q2 		$1.15M Sell
11,457
-114
-1% -$11.8K 0.09% 136
2024
Q1 		$1.13M Buy
11,571
+1,630
+16% +$147K 0.09% 133
2023
Q4 		$836K Sell
9,941
-325
-3% -$25.7K 0.08% 149
2023
Q3 		$739K Sell
10,266
-82
-0.8% -$7.02K 0.07% 145
2023
Q2 		$1.01M Sell
10,348
-175
-2% -$17.1K 0.09% 130
2023
Q1 		$1.03M Buy
10,523
+474
+5% +$46.7K 0.1% 116
2022
Q4 		$1.01M Sell
10,049
-4,418
-31% -$416K 0.1% 121
2022
Q3 		$1.18M Sell
14,467
-447
-3% -$40.5K 0.11% 106
2022
Q2 		$1.43M Sell
14,914
-380
-2% -$36.5K 0.13% 104
2022
Q1 		$1.51M Sell
15,294
-3,681
-19% -$349K 0.12% 124
2021
Q4 		$1.63M Sell
18,975
-1,691
-8% -$147K 0.12% 114
2021
Q3 		$1.78M Sell
20,666
-1,017
-5% -$87K 0.14% 107
2021
Q2 		$1.85M Sell
21,683
-249
-1% -$21K 0.14% 107
2021
Q1 		$1.7M Sell
21,932
-728
-3% -$53.1K 0.14% 104
2020
Q4 		$1.62M Buy
22,660
+2,465
+12% +$162K 0.14% 106
2020
Q3 		$1.16M Sell
20,195
-39,621
-66% -$2.41M 0.11% 130
2020
Q2 		$3.69M Sell
59,816
-16,237
-21% -$1.01M 0.38% 66
2020
Q1 		$4.51M Buy
76,053
+56
+0.1% +$4.74K 0.57% 44
2019
Q4 		$7.16M Sell
75,997
-3,876
-5% -$352K 0.7% 47
2019
Q3 		$6.86M Buy
79,873
+4,032
+5% +$335K 0.68% 46
2019
Q2 		$6.21M Buy
75,841
+2,793
+4% +$234K 0.64% 45
2019
Q1 		$5.92M Buy
73,048
+12,399
+20% +$942K 0.63% 47
2018
Q4 		$4.06M Sell
60,649
-12,000
-17% -$942K 0.66% 38
2018
Q3 		$6.39M Buy
72,649
+6,056
+9% +$509K 0.64% 44
2018
Q2 		$5.24M Buy
66,593
+10,047
+18% +$787K 0.55% 49
2018
Q1 		$4.48M Buy
56,546
+47,268
+509% +$3.9M 0.5% 48
2017
Q4 		$745K Sell
9,278
-660
-7% -$50.1K 0.09% 105
2017
Q3 		$726K Buy
9,938
+244
+3% +$18.1K 0.09% 101
2017
Q2 		$745K Buy
9,694
+95
+1% +$7.12K 0.1% 101
2017
Q1 		$678K Buy
+9,599
New +$674K 0.09% 106
2016
Q2 		– Sell
-131,277
Closed -$9.68M – 156
2016
Q1 		$9.68M Buy
131,277
+17,541
+15% +$1.02M 1.57% 23
2015
Q4 		$6.88M Sell
113,736
-20,086
-15% -$1.22M 1.13% 34
2015
Q3 		$9.34M Hold
133,822
– – 1.35% 31
2015
Q2 		$9.34M Sell
133,822
-3,731
-3% -$274K 1.35% 31
2015
Q1 		$10.1M Sell
137,553
-3,137
-2% -$234K 0.35% 57
2014
Q4 		$10.2M Buy
140,690
+57,166
+68% +$3.9M 0.49% 56
2014
Q3 		$5.55M Sell
83,524
-1,063
-1% -$72.9K 0.36% 69
2014
Q2 		$6.15M Buy
84,587
+2,072
+3% +$153K 0.44% 67
2014
Q1 		$6.07M Sell
82,515
-1,929
-2% -$139K 0.5% 52
2013
Q4 		$6.05M Buy
84,444
+2,855
+3% +$195K 0.5% 58
2013
Q3 		$5.54M Sell
81,589
-2,919
-3% -$191K 0.49% 56
2013
Q2 		$4.94M Buy
+84,508
New +$5M 0.46% 58

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

Beaumont Financial Advisors's RTX Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its RTX Corp (RTX) stake by 6.2% in Q1 2026, selling an estimated $108K and leaving 8,217 shares worth $1.59M. The position accounts for 0.11% of the portfolio, ranked #118.

Beaumont Financial Advisors first reported a position in RTX in Q2 2013 and has held it in 49 quarters since. The position peaked at $10.2M in Q4 2014. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Beaumont Financial Advisors held 8,217 shares of RTX Corp worth $1.59M as of Q1 2026.
  • Beaumont Financial Advisors sold 544 RTX Corp shares in Q1 2026, an estimated $108K.
  • RTX Corp made up 0.11% of Beaumont Financial Advisors's portfolio in Q1 2026, its #118 holding.
  • Beaumont Financial Advisors first reported a position in RTX Corp in Q2 2013 and has held it in 49 quarters since.
  • Beaumont Financial Advisors's RTX Corp position peaked at $10.2M in Q4 2014.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.