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Forum Financial Management’s RTX Corp RTX Stock Holding History

Forum Financial 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
Q2 		$689K Sell
3,633
-151
-4% -$27.7K 0.01% 173
2026
Q1 		$730K Sell
3,784
-13,306
-78% -$2.65M 0.01% 153
2025
Q4 		$3.13M Sell
17,090
-243
-1% -$42.2K 0.04% 101
2025
Q3 		$2.9M Buy
17,333
+505
+3% +$78.4K 0.04% 103
2025
Q2 		$2.46M Sell
16,828
-3,957
-19% -$527K 0.04% 104
2025
Q1 		$2.75M Buy
20,785
+1,765
+9% +$224K 0.05% 85
2024
Q4 		$2.2M Buy
19,020
+5,596
+42% +$676K 0.04% 107
2024
Q3 		$1.63M Buy
13,424
+104
+0.8% +$11.9K 0.03% 131
2024
Q2 		$1.34M Sell
13,320
-39
-0.3% -$4.03K 0.02% 141
2024
Q1 		$1.3M Sell
13,359
-905
-6% -$81.7K 0.02% 161
2023
Q4 		$1.2M Sell
14,264
-5,616
-28% -$444K 0.02% 145
2023
Q3 		$1.43M Sell
19,880
-234
-1% -$20K 0.03% 119
2023
Q2 		$1.97M Buy
20,114
+1,010
+5% +$98.9K 0.04% 86
2023
Q1 		$1.87M Buy
19,104
+152
+0.8% +$15K 0.05% 82
2022
Q4 		$1.91M Buy
18,952
+458
+2% +$43.1K 0.06% 76
2022
Q3 		$1.51M Sell
18,494
-3,715
-17% -$336K 0.07% 77
2022
Q2 		$2.13M Buy
+22,209
New +$2.14M 0.11% 57
2022
Q1 		– Sell
-16,336
Closed -$1.41M – 669
2021
Q4 		$1.41M Buy
+16,336
New +$1.42M 0.07% 88

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forum Financial Management's RTX Position: Q2 2026 in Review

Forum Financial Management reduced its RTX Corp (RTX) stake by 4% in Q2 2026, selling an estimated $27.7K and leaving 3,633 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #173.

Forum Financial Management first reported a position in RTX in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.13M in Q4 2025. 3,436 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Forum Financial Management held 3,633 shares of RTX Corp worth $689K as of Q2 2026.
  • Forum Financial Management sold 151 RTX Corp shares in Q2 2026, an estimated $27.7K.
  • RTX Corp made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #173 holding.
  • Forum Financial Management first reported a position in RTX Corp in Q4 2021 and has held it in 18 quarters since.
  • Forum Financial Management's RTX Corp position peaked at $3.13M in Q4 2025.
  • 3,436 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.