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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Briaud Financial Planning's RTX Position: Q3 2025 in Review

Briaud Financial Planning sold out of RTX Corp (RTX) in Q3 2025, closing a stake of 321 shares — an estimated $46K sold.

Briaud Financial Planning first reported a position in RTX in Q3 2023 and held it in 7 quarters. The position peaked at $46K in Q2 2025. 3,101 funds tracked by Wall St. Rank hold RTX as of Q3 2025.

Briaud Financial Planning reported no remaining RTX Corp position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 321 RTX Corp shares in Q3 2025, an estimated $46K.
Briaud Financial Planning first reported a position in RTX Corp in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's RTX Corp position peaked at $46K in Q2 2025.
3,101 funds tracked by Wall St. Rank held RTX Corp as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.