Essential Planning’s RTX Corp RTX Stock Holding History

Essential Planning’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	$348K	Buy	1,804 +57	+3%	+$11.3K	0.11%	68
2025 Q4	$320K	Buy	1,747 +21	+1%	+$3.65K	0.1%	74
2025 Q3	$289K	Sell	1,726 -65	-4%	-$10.1K	0.1%	71
2025 Q2	$261K	Buy	1,791 +2	+0.1%	+$266	0.1%	75
2025 Q1	$237K	Sell	1,789 -111,744	-98%	-$14.2M	0.1%	74
2024 Q4	$13.7M	Buy	113,533 +111,747	+6,257%	+$13.5M	0.09%	70
2024 Q3	$216K	Buy	+1,786	New	+$204K	0.09%	78
2023 Q1	–	Sell	-2,883	Closed	-$224K	–	54
2022 Q4	$224K	Buy	+2,883	New	+$271K	0.17%	42

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

Essential Planning's RTX Position: Q1 2026 in Review

Essential Planning increased its RTX Corp (RTX) stake by 3.3% in Q1 2026, buying an estimated $11.3K and bringing the position to 1,804 shares worth $348K. The position accounts for 0.11% of the portfolio, ranked #68.

Essential Planning first reported a position in RTX in Q4 2022 and has held it in 8 quarters since. The position peaked at $13.7M in Q4 2024. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Essential Planning held 1,804 shares of RTX Corp worth $348K as of Q1 2026.
Essential Planning bought 57 RTX Corp shares in Q1 2026, an estimated $11.3K.
RTX Corp made up 0.11% of Essential Planning's portfolio in Q1 2026, its #68 holding.
Essential Planning first reported a position in RTX Corp in Q4 2022 and has held it in 8 quarters since.
Essential Planning's RTX Corp position peaked at $13.7M in Q4 2024.
3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.