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

Evercore 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
Q1 		$10.6M Sell
55,101
-9,201
-14% -$1.83M 0.17% 70
2025
Q4 		$11.8M Sell
64,302
-3,576
-5% -$621K 0.17% 66
2025
Q3 		$11.4M Buy
67,878
+236
+0.3% +$36.6K 0.17% 68
2025
Q2 		$9.88M Sell
67,642
-235
-0.3% -$31.3K 0.15% 71
2025
Q1 		$8.99M Sell
67,877
-1,375
-2% -$174K 0.14% 72
2024
Q4 		$8.01M Sell
69,252
-181
-0.3% -$21.9K 0.12% 82
2024
Q3 		$8.41M Sell
69,433
-659
-0.9% -$75.2K 0.13% 79
2024
Q2 		$7.04M Sell
70,092
-812
-1% -$84K 0.11% 82
2024
Q1 		$6.92M Sell
70,904
-1,913
-3% -$173K 0.11% 84
2023
Q4 		$6.13M Sell
72,817
-399
-0.5% -$31.6K 0.1% 86
2023
Q3 		$5.27M Buy
73,216
+373
+0.5% +$31.9K 0.1% 89
2023
Q2 		$7.14M Sell
72,843
-1,283
-2% -$126K 0.13% 76
2023
Q1 		$7.26M Buy
74,126
+625
+0.9% +$61.6K 0.14% 74
2022
Q4 		$7.42M Buy
73,501
+999
+1% +$94K 0.16% 72
2022
Q3 		$5.93M Sell
72,502
-780
-1% -$70.6K 0.13% 79
2022
Q2 		$7.04M Buy
73,282
+170
+0.2% +$16.3K 0.15% 72
2022
Q1 		$7.24M Sell
73,112
-48
-0.1% -$4.55K 0.13% 79
2021
Q4 		$6.29M Sell
73,160
-333
-0.5% -$29K 0.1% 95
2021
Q3 		$6.32M Sell
73,493
-1,333
-2% -$114K 0.11% 89
2021
Q2 		$6.38M Sell
74,826
-1,333
-2% -$112K 0.12% 92
2021
Q1 		$5.88M Sell
76,159
-14,539
-16% -$1.06M 0.12% 98
2020
Q4 		$6.49M Sell
90,698
-432
-0.5% -$28.4K 0.14% 83
2020
Q3 		$5.24M Sell
91,130
-42,866
-32% -$2.61M 0.13% 87
2020
Q2 		$8.26M Sell
133,996
-46,951
-26% -$2.93M 0.22% 63
2020
Q1 		$10.7M Sell
180,947
-4,157
-2% -$352K 0.35% 53
2019
Q4 		$17.4M Sell
185,104
-321
-0.2% -$29.1K 0.47% 47
2019
Q3 		$15.9M Buy
185,425
+1,652
+0.9% +$137K 0.47% 49
2019
Q2 		$15.1M Sell
183,773
-1,862
-1% -$156K 0.46% 50
2019
Q1 		$15.1M Buy
185,635
+7,144
+4% +$543K 0.49% 49
2018
Q4 		$12M Buy
178,491
+941
+0.5% +$73.8K 0.45% 51
2018
Q3 		$15.6M Buy
177,550
+2,851
+2% +$239K 0.5% 51
2018
Q2 		$13.7M Buy
174,699
+87,258
+100% +$6.83M 0.47% 52
2018
Q1 		$6.92M Sell
87,441
-20,519
-19% -$1.69M 0.26% 71
2017
Q4 		$8.67M Sell
107,960
-2,244
-2% -$170K 0.32% 61
2017
Q3 		$8.05M Sell
110,204
-1,589
-1% -$118K 0.31% 63
2017
Q2 		$8.59M Buy
111,793
+7,140
+7% +$535K 0.33% 61
2017
Q1 		$7.39M Sell
104,653
-1,650
-2% -$116K 0.29% 71
2016
Q4 		$7.33M Sell
106,303
-2,505
-2% -$166K 0.3% 72
2016
Q3 		$6.96M Sell
108,808
-2,792
-3% -$185K 0.29% 70
2016
Q2 		$7.2M Sell
111,600
-13,952
-11% -$893K 0.32% 63
2016
Q1 		$7.91M Sell
125,552
-113,403
-47% -$6.58M 0.35% 58
2015
Q4 		$14.4M Sell
238,955
-234,116
-49% -$14.2M 0.67% 46
2015
Q3 		$26.5M Buy
473,071
+1,140
+0.2% +$70.2K 1.27% 27
2015
Q2 		$33M Buy
471,931
+17,819
+4% +$1.31M 1.49% 19
2015
Q1 		$33.5M Buy
454,112
+26,852
+6% +$2.01M 1.54% 14
2014
Q4 		$31M Buy
427,260
+11,101
+3% +$757K 1.54% 21
2014
Q3 		$27.7M Buy
416,159
+26,978
+7% +$1.85M 1.39% 23
2014
Q2 		$28.3M Buy
389,181
+25,799
+7% +$1.9M 1.46% 16
2014
Q1 		$26.7M Buy
363,382
+15,180
+4% +$1.09M 1.5% 14
2013
Q4 		$25M Buy
348,202
+31,638
+10% +$2.16M 1.37% 14
2013
Q3 		$21.5M Sell
316,564
-2,769
-0.9% -$181K 1.23% 19
2013
Q2 		$18.7M Buy
+319,333
New +$18.9M 1.06% 22

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

Evercore Wealth Management's RTX Position: Q1 2026 in Review

Evercore Wealth Management reduced its RTX Corp (RTX) stake by 14% in Q1 2026, selling an estimated $1.83M and leaving 55,101 shares worth $10.6M. The position accounts for 0.17% of the portfolio, ranked #70.

Evercore Wealth Management first reported a position in RTX in Q2 2013 and has held it in 52 quarters since. The position peaked at $33.5M in Q1 2015. 3,449 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Evercore Wealth Management held 55,101 shares of RTX Corp worth $10.6M as of Q1 2026.
  • Evercore Wealth Management sold 9,201 RTX Corp shares in Q1 2026, an estimated $1.83M.
  • RTX Corp made up 0.17% of Evercore Wealth Management's portfolio in Q1 2026, its #70 holding.
  • Evercore Wealth Management first reported a position in RTX Corp in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's RTX Corp position peaked at $33.5M in Q1 2015.
  • 3,449 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.