Concurrent Investment Advisors’s RTX Corp RTX Stock Holding History

Concurrent Investment 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 Q1	$17.7M	Sell	91,707 -21,332	-19%	-$4.24M	0.19%	118
2025 Q4	$20.7M	Buy	113,039 +39,954	+55%	+$6.94M	0.24%	87
2025 Q3	$12.2M	Buy	73,085 +3,666	+5%	+$569K	0.21%	101
2025 Q2	$10.1M	Buy	69,419 +2,101	+3%	+$280K	0.2%	111
2025 Q1	$8.92M	Buy	67,318 +3,558	+6%	+$451K	0.22%	101
2024 Q4	$7.38M	Sell	63,760 -492	-0.8%	-$59.4K	0.2%	105
2024 Q3	$7.78M	Buy	64,252 +1,348	+2%	+$154K	0.23%	100
2024 Q2	$6.31M	Buy	62,904 +8,844	+16%	+$914K	0.21%	111
2024 Q1	$5.27M	Buy	54,060 +24,314	+82%	+$2.19M	0.21%	110
2023 Q4	$2.5M	Buy	+29,746	New	+$2.35M	0.12%	186

Other funds holding RTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Concurrent Investment Advisors's RTX Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its RTX Corp (RTX) stake by 19% in Q1 2026, selling an estimated $4.24M and leaving 91,707 shares worth $17.7M. The position accounts for 0.19% of the portfolio, ranked #118.

Concurrent Investment Advisors first reported a position in RTX in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.7M in Q4 2025. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Concurrent Investment Advisors held 91,707 shares of RTX Corp worth $17.7M as of Q1 2026.
Concurrent Investment Advisors sold 21,332 RTX Corp shares in Q1 2026, an estimated $4.24M.
RTX Corp made up 0.19% of Concurrent Investment Advisors's portfolio in Q1 2026, its #118 holding.
Concurrent Investment Advisors first reported a position in RTX Corp in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's RTX Corp position peaked at $20.7M in Q4 2025.
3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.