Evernest Financial Advisors’s RTX Corp RTX Stock Holding History

Evernest Financial Advisors’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	$1.47M	Buy	8,480 +499	+6%	+$99.2K	0.31%	52
2025 Q4	$1.57M	Sell	7,981 -335	-4%	-$58.2K	0.33%	45
2025 Q3	$1.39M	Buy	8,316 +152	+2%	+$23.6K	0.39%	48
2025 Q2	$1.19M	Buy	8,164 +1,277	+19%	+$170K	0.39%	54
2025 Q1	$912K	Buy	6,887 +323	+5%	+$41K	0.33%	71
2024 Q4	$760K	Buy	6,564 +177	+3%	+$21.4K	0.2%	82
2024 Q3	$774K	Sell	6,387 -6	-0.1%	-$684	0.21%	79
2024 Q2	$642K	Sell	6,393 -158	-2%	-$16.3K	0.29%	73
2024 Q1	$665K	Buy	6,551 +959	+17%	+$86.6K	0.31%	71
2023 Q4	$471K	Buy	+5,592	New	+$443K	0.24%	88
2021 Q4	$486K	Buy	+5,367	New	+$468K	0.25%	84

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

Evernest Financial Advisors's RTX Position: Q1 2026 in Review

Evernest Financial Advisors increased its RTX Corp (RTX) stake by 6.3% in Q1 2026, buying an estimated $99.2K and bringing the position to 8,480 shares worth $1.47M. The position accounts for 0.31% of the portfolio, ranked #52.

Evernest Financial Advisors first reported a position in RTX in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.57M in Q4 2025. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Evernest Financial Advisors held 8,480 shares of RTX Corp worth $1.47M as of Q1 2026.
Evernest Financial Advisors bought 499 RTX Corp shares in Q1 2026, an estimated $99.2K.
RTX Corp made up 0.31% of Evernest Financial Advisors's portfolio in Q1 2026, its #52 holding.
Evernest Financial Advisors first reported a position in RTX Corp in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's RTX Corp position peaked at $1.57M in Q4 2025.
3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.