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Fulcrum Equity Management’s RTX Corp RTX Stock Holding History

Fulcrum Equity 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 		$200K Hold
1,056
– – 0.15% 143
2026
Q1 		$204K Buy
+1,056
New +$210K 0.2% 123
2025
Q3 		– Sell
-1,545
Closed -$226K – 118
2025
Q2 		$226K Buy
+1,545
New +$206K 0.23% 89

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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Fulcrum Equity Management's RTX Position: Q2 2026 in Review

Fulcrum Equity Management held its RTX Corp (RTX) position steady in Q2 2026 at 1,056 shares worth $200K. The position accounts for 0.15% of the portfolio, ranked #143.

Fulcrum Equity Management first reported a position in RTX in Q2 2025 and has held it in 3 quarters since. The position peaked at $226K in Q2 2025. 1,841 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Fulcrum Equity Management held 1,056 shares of RTX Corp worth $200K as of Q2 2026.
  • Fulcrum Equity Management left its RTX Corp share count unchanged in Q2 2026.
  • RTX Corp made up 0.15% of Fulcrum Equity Management's portfolio in Q2 2026, its #143 holding.
  • Fulcrum Equity Management first reported a position in RTX Corp in Q2 2025 and has held it in 3 quarters since.
  • Fulcrum Equity Management's RTX Corp position peaked at $226K in Q2 2025.
  • 1,841 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.