CM Wealth Advisors’s RTX Corp RTX Stock Holding History

CM Wealth Advisors’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	$369K	Buy	1,944 +244	+14%	+$44.7K	0.07%	123
2026 Q1	$328K	Hold	1,700	–	–	0.07%	107
2025 Q4	$312K	Buy	+1,700	New	+$295K	0.07%	108
2025 Q2	–	Sell	-1,974	Closed	-$261K	–	86
2025 Q1	$261K	Hold	1,974	–	–	0.08%	75
2024 Q4	$228K	Hold	1,974	–	–	0.07%	78
2024 Q3	$239K	Buy	+1,974	New	+$225K	0.08%	79
2024 Q2	–	Sell	-5,084	Closed	-$525K	–	158
2024 Q1	$525K	Buy	+5,084	New	+$459K	0.15%	76
2023 Q3	–	Sell	-4,324	Closed	-$378K	–	154
2023 Q2	$378K	Buy	+4,324	New	+$423K	0.12%	86

Other funds holding RTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CM Wealth Advisors's RTX Position: Q2 2026 in Review

CM Wealth Advisors increased its RTX Corp (RTX) stake by 14% in Q2 2026, buying an estimated $44.7K and bringing the position to 1,944 shares worth $369K. The position accounts for 0.07% of the portfolio, ranked #123.

CM Wealth Advisors first reported a position in RTX in Q2 2023 and has held it in 8 quarters since. The position peaked at $525K in Q1 2024. 3,429 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

CM Wealth Advisors held 1,944 shares of RTX Corp worth $369K as of Q2 2026.
CM Wealth Advisors bought 244 RTX Corp shares in Q2 2026, an estimated $44.7K.
RTX Corp made up 0.07% of CM Wealth Advisors's portfolio in Q2 2026, its #123 holding.
CM Wealth Advisors first reported a position in RTX Corp in Q2 2023 and has held it in 8 quarters since.
CM Wealth Advisors's RTX Corp position peaked at $525K in Q1 2024.
3,429 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.