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Evergreen Wealth Solutions’s RTX Corp RTX Stock Holding History

Evergreen Wealth Solutions’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 		$516K Buy
2,675
+667
+33% +$133K 0.04% 245
2025
Q4 		$368K Buy
+2,008
New +$349K 0.05% 146

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

Evergreen Wealth Solutions's RTX Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its RTX Corp (RTX) stake by 33% in Q1 2026, buying an estimated $133K and bringing the position to 2,675 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #245.

Evergreen Wealth Solutions first reported a position in RTX in Q4 2025 and has held it in 2 quarters since. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Evergreen Wealth Solutions held 2,675 shares of RTX Corp worth $516K as of Q1 2026.
  • Evergreen Wealth Solutions bought 667 RTX Corp shares in Q1 2026, an estimated $133K.
  • RTX Corp made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #245 holding.
  • Evergreen Wealth Solutions first reported a position in RTX Corp in Q4 2025 and has held it in 2 quarters since.
  • 3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

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