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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s RTX Corp RTX Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		$102K Sell
536
-74
-12% -$13.6K 0.03% 250
2026
Q1 		$118K Hold
610
– – 0.04% 215
2025
Q4 		$112K Buy
610
+100
+20% +$17.4K 0.03% 226
2025
Q3 		$85.5K Sell
510
-52
-9% -$8.07K 0.03% 226
2025
Q2 		$82.2K Buy
562
+196
+54% +$26.1K 0.03% 213
2025
Q1 		$48.6K Sell
366
-123
-25% -$15.6K 0.02% 263
2024
Q4 		$56.7K Buy
+489
New +$59.1K 0.02% 246
2023
Q3 		– Sell
-692
Closed -$67.8K – 283
2023
Q2 		$67.8K Buy
692
+148
+27% +$14.5K 0.05% 151
2023
Q1 		$53.3K Sell
544
-1,400
-72% -$138K 0.04% 155
2022
Q4 		$196K Buy
+1,944
New +$183K 0.17% 73

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RTX Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its RTX Corp (RTX) stake by 12% in Q2 2026, selling an estimated $13.6K and leaving 536 shares worth $102K. The position accounts for 0.03% of the portfolio, ranked #250.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in RTX in Q4 2022 and has held it in 10 quarters since. The position peaked at $196K in Q4 2022. 2,293 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 536 shares of RTX Corp worth $102K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 74 RTX Corp shares in Q2 2026, an estimated $13.6K.
  • RTX Corp made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #250 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in RTX Corp in Q4 2022 and has held it in 10 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RTX Corp position peaked at $196K in Q4 2022.
  • 2,293 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.