BFP
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Briaud Financial Planning’s RTX Corp RTX Stock Holding History

Briaud Financial Planning’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
2025
Q3 		– Sell
-321
Closed -$46K – 275
2025
Q2 		$46K Buy
321
+65
+25% +$8.66K 0.02% 103
2025
Q1 		$33K Hold
256
– – 0.01% 101
2024
Q4 		$29K Hold
256
– – 0.01% 102
2024
Q3 		$31K Hold
256
– – 0.02% 82
2024
Q2 		$25K Buy
256
+100
+64% +$10.3K 0.01% 84
2024
Q1 		$16K Buy
+156
New +$14.1K 0.01% 96
2023
Q4 		– Sell
-156
Closed -$11K – 130
2023
Q3 		$11K Buy
+156
New +$13.4K 0.01% 105

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return