EWM
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Elmwood Wealth Management’s RTX Corp RTX Stock Holding History

Elmwood 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 		$334K Buy
1,759
+157
+10% +$28.8K 0.08% 155
2026
Q1 		$309K Sell
1,602
-400
-20% -$79.5K 0.09% 152
2025
Q4 		$367K Buy
2,002
+18
+0.9% +$3.13K 0.12% 131
2025
Q3 		$332K Buy
1,984
+275
+16% +$42.7K 0.12% 119
2025
Q2 		$250K Sell
1,709
-5
-0.3% -$666 0.1% 119
2025
Q1 		$227K Buy
+1,714
New +$217K 0.09% 125
2024
Q4 		– Sell
-1,714
Closed -$208K – 133
2024
Q3 		$208K Buy
+1,714
New +$195K 0.09% 125
2022
Q1 		– Sell
-1,190
Closed -$102K – 278
2021
Q4 		$102K Buy
+1,190
New +$104K 0.05% 148
2021
Q2 		$110K Hold
1,290
– – 0.06% 134
2021
Q1 		$100K Buy
+1,290
New +$94.1K 0.06% 130
2020
Q3 		$133K Hold
2,155
– – 0.11% 98
2020
Q2 		$133K Sell
2,155
-10,061
-82% -$628K 0.11% 98
2020
Q1 		$967K Buy
12,216
+2,166
+22% +$183K 0.93% 40
2019
Q4 		$947K Sell
10,050
-385
-4% -$34.9K 0.83% 51
2019
Q3 		$897K Sell
10,435
-2
-0% -$166 0.91% 48
2019
Q2 		$855K Sell
10,437
-222
-2% -$18.6K 0.76% 54
2019
Q1 		$865K Sell
10,659
-731
-6% -$55.5K 0.8% 51
2018
Q4 		$763K Sell
11,390
-945
-8% -$74.1K 0.74% 54
2018
Q3 		$1.09M Buy
12,335
+635
+5% +$53.3K 0.9% 39
2018
Q2 		$921K Sell
11,700
-516
-4% -$40.4K 0.84% 44
2018
Q1 		$967K Buy
+12,216
New +$1.01M 0.93% 40

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Elmwood Wealth Management's RTX Position: Q2 2026 in Review

Elmwood Wealth Management increased its RTX Corp (RTX) stake by 9.8% in Q2 2026, buying an estimated $28.8K and bringing the position to 1,759 shares worth $334K. The position accounts for 0.08% of the portfolio, ranked #155.

Elmwood Wealth Management first reported a position in RTX in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.09M in Q3 2018. 3,445 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Elmwood Wealth Management held 1,759 shares of RTX Corp worth $334K as of Q2 2026.
  • Elmwood Wealth Management bought 157 RTX Corp shares in Q2 2026, an estimated $28.8K.
  • RTX Corp made up 0.08% of Elmwood Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Elmwood Wealth Management first reported a position in RTX Corp in Q1 2018 and has held it in 21 quarters since.
  • Elmwood Wealth Management's RTX Corp position peaked at $1.09M in Q3 2018.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.