CTWM
RTX icon

Cherry Tree Wealth Management’s RTX Corp RTX Stock Holding History

Cherry Tree 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
2026
Q2 		$213K Sell
1,125
-255
-18% -$46.8K 0.04% 161
2026
Q1 		$266K Hold
1,380
– – 0.06% 141
2025
Q4 		$253K Sell
1,380
-149
-10% -$25.9K 0.05% 147
2025
Q3 		$256K Hold
1,529
– – 0.06% 143
2025
Q2 		$223K Sell
1,529
-495
-24% -$66K 0.05% 151
2025
Q1 		$268K Hold
2,024
– – 0.06% 138
2024
Q4 		$234K Hold
2,024
– – 0.06% 150
2024
Q3 		$245K Hold
2,024
– – 0.06% 149
2024
Q2 		$203K Hold
2,024
– – 0.05% 157
2024
Q1 		$197K Hold
2,024
– – 0.05% 158
2023
Q4 		$170K Hold
2,024
– – 0.05% 160
2023
Q3 		$146K Hold
2,024
– – 0.04% 160
2023
Q2 		$198K Buy
+2,024
New +$198K 0.06% 142

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

Cherry Tree Wealth Management's RTX Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its RTX Corp (RTX) stake by 18% in Q2 2026, selling an estimated $46.8K and leaving 1,125 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #161.

Cherry Tree Wealth Management first reported a position in RTX in Q2 2023 and has held it in 13 quarters since. The position peaked at $268K in Q1 2025. 3,461 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Cherry Tree Wealth Management held 1,125 shares of RTX Corp worth $213K as of Q2 2026.
  • Cherry Tree Wealth Management sold 255 RTX Corp shares in Q2 2026, an estimated $46.8K.
  • RTX Corp made up 0.04% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #161 holding.
  • Cherry Tree Wealth Management first reported a position in RTX Corp in Q2 2023 and has held it in 13 quarters since.
  • Cherry Tree Wealth Management's RTX Corp position peaked at $268K in Q1 2025.
  • 3,461 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.