CIA
RTX icon

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 		$96.5K Buy
+500
New +$99.4K ﹤0.01% 1827
2025
Q4 		– Sell
-100
Closed -$16.7K – 1838
2025
Q3 		$16.7K Buy
+100
New +$15.5K ﹤0.01% 1475
2025
Q2 		– Sell
-1,000
Closed -$132K – 1463
2025
Q1 		$132K Buy
+1,000
New +$127K ﹤0.01% 1166

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
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.