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FSM Wealth Advisors’s RTX Corp RTX Stock Holding History

FSM Wealth 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
Q2 		$1.69M Buy
8,885
+50
+0.6% +$9.17K 0.18% 74
2026
Q1 		$1.7M Buy
8,835
+9
+0.1% +$1.79K 0.22% 59
2025
Q4 		$1.62M Buy
+8,826
New +$1.53M 0.22% 62
2025
Q3 		– Sell
-10,752
Closed -$1.57M – 329
2025
Q2 		$1.57M Buy
10,752
+4,508
+72% +$601K 0.26% 59
2025
Q1 		$827K Buy
6,244
+389
+7% +$49.3K 0.19% 72
2024
Q4 		$705K Buy
5,855
+216
+4% +$26.1K 0.17% 78
2024
Q3 		$683K Sell
5,639
-64
-1% -$7.3K 0.18% 76
2024
Q2 		$572K Buy
5,703
+81
+1% +$8.38K 0.19% 79
2024
Q1 		$548K Sell
5,622
-26
-0.5% -$2.35K 0.19% 83
2023
Q4 		$475K Buy
5,648
+125
+2% +$9.89K 0.2% 87
2023
Q3 		$397K Sell
5,523
-2,114
-28% -$181K 0.2% 90
2023
Q2 		$749K Sell
7,637
-76
-1% -$7.44K 0.38% 58
2023
Q1 		$755K Buy
7,713
+390
+5% +$38.4K 0.44% 52
2022
Q4 		$739K Sell
7,323
-263
-3% -$24.7K 0.53% 46
2022
Q3 		$621K Buy
7,586
+1,123
+17% +$102K 0.52% 49
2022
Q2 		$589K Buy
+6,463
New +$621K 0.58% 49

Other funds holding RTX

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FSM Wealth Advisors's RTX Position: Q2 2026 in Review

FSM Wealth Advisors increased its RTX Corp (RTX) stake by 0.57% in Q2 2026, buying an estimated $9.17K and bringing the position to 8,885 shares worth $1.69M. The position accounts for 0.18% of the portfolio, ranked #74.

FSM Wealth Advisors first reported a position in RTX in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.7M in Q1 2026. 1,930 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • FSM Wealth Advisors held 8,885 shares of RTX Corp worth $1.69M as of Q2 2026.
  • FSM Wealth Advisors bought 50 RTX Corp shares in Q2 2026, an estimated $9.17K.
  • RTX Corp made up 0.18% of FSM Wealth Advisors's portfolio in Q2 2026, its #74 holding.
  • FSM Wealth Advisors first reported a position in RTX Corp in Q2 2022 and has held it in 16 quarters since.
  • FSM Wealth Advisors's RTX Corp position peaked at $1.7M in Q1 2026.
  • 1,930 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.