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Evelyn Partners Investment Management Services’s RTX Corp RTX Stock Holding History

Evelyn Partners Investment Management Services’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 		$361K Hold
1,873
– – 0.04% 110
2025
Q4 		$344K Buy
1,873
+250
+15% +$43.4K 0.04% 114
2025
Q3 		$272K Buy
1,623
+45
+3% +$6.99K 0.04% 118
2025
Q2 		$230K Sell
1,578
-467
-23% -$62.2K 0.03% 119
2025
Q1 		$271K Buy
2,045
+345
+20% +$43.7K 0.04% 111
2024
Q4 		$197K Buy
+1,700
New +$205K 0.03% 115

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

Evelyn Partners Investment Management Services's RTX Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its RTX Corp (RTX) position steady in Q1 2026 at 1,873 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #110.

Evelyn Partners Investment Management Services first reported a position in RTX in Q4 2024 and has held it in 6 quarters since. 3,450 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Evelyn Partners Investment Management Services held 1,873 shares of RTX Corp worth $361K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its RTX Corp share count unchanged in Q1 2026.
  • RTX Corp made up 0.04% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #110 holding.
  • Evelyn Partners Investment Management Services first reported a position in RTX Corp in Q4 2024 and has held it in 6 quarters since.
  • 3,450 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.