Buckley Wealth Management’s RTX Corp RTX Stock Holding History

Buckley 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
2023 Q3	–	Sell	-5,064	Closed	-$496K	–	122
2023 Q2	$496K	Hold	5,064	–	–	0.17%	85
2023 Q1	$496K	Hold	5,064	–	–	0.18%	81
2022 Q4	$511K	Sell	5,064 -55	-1%	-$5.17K	0.19%	81
2022 Q3	$419K	Hold	5,119	–	–	0.15%	88
2022 Q2	$492K	Sell	5,119 -84	-2%	-$8.07K	0.16%	92
2022 Q1	$515K	Sell	5,203 -17,459	-77%	-$1.65M	0.14%	95
2021 Q4	$1.95M	Sell	22,662 -1,033	-4%	-$90K	0.57%	34
2021 Q3	$2.04M	Sell	23,695 -1,805	-7%	-$154K	0.66%	30
2021 Q2	$2.17M	Buy	25,500 +19	+0.1%	+$1.6K	0.75%	26
2021 Q1	$1.97M	Sell	25,481 -74	-0.3%	-$5.4K	0.73%	26
2020 Q4	$1.83M	Buy	25,555 +7,497	+42%	+$493K	0.75%	24
2020 Q3	$1.04M	Buy	18,058 +2,000	+12%	+$122K	0.47%	39
2020 Q2	$989K	Buy	+16,058	New	+$1M	0.45%	43
2020 Q1	–	Sell	-2,943	Closed	-$277K	–	132
2019 Q4	$277K	Hold	2,943	–	–	0.13%	114
2019 Q3	$253K	Buy	+2,943	New	+$244K	0.12%	121
2019 Q2	–	Sell	-22,789	Closed	-$1.85M	–	155
2019 Q1	$1.85M	Sell	22,789 -239	-1%	-$18.2K	0.88%	27
2018 Q4	$1.54M	Sell	23,028 -7,889	-26%	-$619K	0.8%	27
2018 Q3	$2.72M	Sell	30,917 -523	-2%	-$43.9K	1.19%	25
2018 Q2	$2.47M	Buy	31,440 +79	+0.3%	+$6.19K	1.17%	25
2018 Q1	$2.48M	Buy	31,361 +2,602	+9%	+$215K	1.23%	23
2017 Q4	$2.31M	Buy	+28,759	New	+$2.18M	1.16%	22

Other funds holding RTX

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Buckley Wealth Management's RTX Position: Q3 2023 in Review

Buckley Wealth Management sold out of RTX Corp (RTX) in Q3 2023, closing a stake of 5,064 shares — an estimated $496K sold.

Buckley Wealth Management first reported a position in RTX in Q4 2017 and held it in 21 quarters. The position peaked at $2.72M in Q3 2018. 2,291 funds tracked by Wall St. Rank hold RTX as of Q3 2023.

Buckley Wealth Management reported no remaining RTX Corp position as of Q3 2023 after selling out during the quarter.
Buckley Wealth Management sold 5,064 RTX Corp shares in Q3 2023, an estimated $496K.
Buckley Wealth Management first reported a position in RTX Corp in Q4 2017 and held it in 21 quarters.
Buckley Wealth Management's RTX Corp position peaked at $2.72M in Q3 2018.
2,291 funds tracked by Wall St. Rank held RTX Corp as of Q3 2023.

Based on Buckley Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.