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
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 $3.37T 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

Capital & Planning LLC's RTX Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in RTX Corp (RTX) in Q1 2026: 25 shares worth $4.82K. The stake represents ﹤0.01% of the portfolio and ranks #121 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in RTX as recently as Q4 2024.

Capital & Planning LLC first reported a position in RTX in Q4 2024 and has held it in 2 quarters since. 3,465 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Capital & Planning LLC held 25 shares of RTX Corp worth $4.82K as of Q1 2026.
  • RTX Corp was a new Capital & Planning LLC position in Q1 2026.
  • RTX Corp made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #121 holding.
  • Capital & Planning LLC first reported a position in RTX Corp in Q4 2024 and has held it in 2 quarters since.
  • 3,465 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.