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

Evelyn Partners Investment 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 Q1	$1.71M	Sell	8,868 -447	-5%	-$88.9K	0.05%	108
2025 Q4	$1.71M	Buy	9,315 +310	+3%	+$53.9K	0.05%	115
2025 Q3	$1.51M	Sell	9,005 -8,737	-49%	-$1.36M	0.04%	116
2025 Q2	$2.59M	Hold	17,742	–	–	0.08%	97
2025 Q1	$2.35M	Sell	17,742 -9,019	-34%	-$1.14M	0.08%	94
2024 Q4	$3.1M	Buy	+26,761	New	+$3.23M	0.1%	86

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

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

Evelyn Partners Investment Management reduced its RTX Corp (RTX) stake by 4.8% in Q1 2026, selling an estimated $88.9K and leaving 8,868 shares worth $1.71M. The position accounts for 0.05% of the portfolio, ranked #108.

Evelyn Partners Investment Management first reported a position in RTX in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.1M in Q4 2024. 3,449 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Evelyn Partners Investment Management held 8,868 shares of RTX Corp worth $1.71M as of Q1 2026.
Evelyn Partners Investment Management sold 447 RTX Corp shares in Q1 2026, an estimated $88.9K.
RTX Corp made up 0.05% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #108 holding.
Evelyn Partners Investment Management first reported a position in RTX Corp in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management's RTX Corp position peaked at $3.1M in Q4 2024.
3,449 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

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