CFM Wealth Partners’s RTX Corp RTX Stock Holding History

CFM Wealth Partners’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 Q3	$825K	Buy	+4,445	New	+$910K	0.1%	83
2023 Q3	–	Sell	-5,859	Closed	-$574K	–	155
2023 Q2	$574K	Sell	5,859 -241	-4%	-$23.6K	0.14%	101
2023 Q1	$597K	Buy	6,100 +43	+0.7%	+$4.24K	0.16%	94
2022 Q4	$611K	Buy	6,057 +338	+6%	+$31.8K	0.18%	98
2022 Q3	$468K	Buy	5,719 +3,063	+115%	+$277K	0.15%	102
2022 Q2	$255K	Buy	2,656 +175	+7%	+$16.8K	0.08%	142
2022 Q1	$246K	Hold	2,481	–	–	0.06%	164
2021 Q4	$216K	Hold	2,481	–	–	0.05%	173
2021 Q3	$213K	Hold	2,481	–	–	0.05%	176
2021 Q2	$203K	Buy	+2,481	New	+$209K	0.05%	168
2020 Q4	–	Sell	-3,745	Closed	-$215K	–	169
2020 Q3	$215K	Sell	3,745 -802	-18%	-$48.8K	0.08%	140
2020 Q2	$280K	Buy	4,547 +1,808	+66%	+$113K	0.11%	116
2020 Q1	$163K	Buy	2,739 +14	+0.5%	+$1.18K	0.08%	154
2019 Q4	$263K	Buy	+2,725	New	+$247K	0.1%	129

Other funds holding RTX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

CFM Wealth Partners's RTX Position: Q3 2026 in Review

CFM Wealth Partners opened a new position in RTX Corp (RTX) in Q3 2026: 4,445 shares worth $825K. The stake represents 0.1% of the portfolio and ranks #83 among its holdings. This is a return to the name: CFM Wealth Partners previously reported a position in RTX as recently as Q2 2023.

CFM Wealth Partners first reported a position in RTX in Q4 2019 and has held it in 14 quarters since. 2,122 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

CFM Wealth Partners held 4,445 shares of RTX Corp worth $825K as of Q3 2026.
RTX Corp was a new CFM Wealth Partners position in Q3 2026.
RTX Corp made up 0.1% of CFM Wealth Partners's portfolio in Q3 2026, its #83 holding.
CFM Wealth Partners first reported a position in RTX Corp in Q4 2019 and has held it in 14 quarters since.
2,122 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on CFM Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.