CPL
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Capital & Planning LLC’s RTX Corp RTX Stock Holding History

Capital & Planning LLC’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
-25
Closed -$4.82K – 132
2026
Q1 		$4.82K Buy
+25
New +$4.97K ﹤0.01% 121
2025
Q1 		– Sell
-25
Closed -$2.89K – 151
2024
Q4 		$2.89K Buy
+25
New +$3.02K ﹤0.01% 147

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Capital & Planning LLC's RTX Position: Q2 2026 in Review

Capital & Planning LLC sold out of RTX Corp (RTX) in Q2 2026, closing a stake of 25 shares — an estimated $4.82K sold.

Capital & Planning LLC first reported a position in RTX in Q4 2024 and held it in 2 quarters. The position peaked at $4.82K in Q1 2026. 3,460 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Capital & Planning LLC reported no remaining RTX Corp position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 25 RTX Corp shares in Q2 2026, an estimated $4.82K.
  • Capital & Planning LLC first reported a position in RTX Corp in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's RTX Corp position peaked at $4.82K in Q1 2026.
  • 3,460 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.