BFG
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Birch Financial Group’s RTX Corp RTX Stock Holding History

Birch Financial Group’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 		– Sell
-1,725
Closed -$333K – 146
2026
Q1 		$333K Sell
1,725
-2
-0.1% -$398 0.19% 93
2025
Q4 		$317K Buy
1,727
+136
+9% +$23.6K 0.18% 98
2025
Q3 		$266K Sell
1,591
-52
-3% -$8.07K 0.16% 96
2025
Q2 		$240K Buy
+1,643
New +$219K 0.19% 95

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Birch Financial Group's RTX Position: Q2 2026 in Review

Birch Financial Group sold out of RTX Corp (RTX) in Q2 2026, closing a stake of 1,725 shares — an estimated $333K sold.

Birch Financial Group first reported a position in RTX in Q2 2025 and held it in 4 quarters. The position peaked at $333K in Q1 2026. 3,442 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Birch Financial Group reported no remaining RTX Corp position as of Q2 2026 after selling out during the quarter.
  • Birch Financial Group sold 1,725 RTX Corp shares in Q2 2026, an estimated $333K.
  • Birch Financial Group first reported a position in RTX Corp in Q2 2025 and held it in 4 quarters.
  • Birch Financial Group's RTX Corp position peaked at $333K in Q1 2026.
  • 3,442 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.