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BFC Planning, Inc.’s RTX Corp RTX Stock Holding History

BFC Planning, 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 		$1.43M Sell
7,539
-13,559
-64% -$2.49M 0.06% 311
2026
Q1 		$4.07M Buy
21,098
+875
+4% +$174K 0.18% 109
2025
Q4 		$3.71M Buy
20,223
+12,620
+166% +$2.19M 0.16% 129
2025
Q3 		$1.27M Sell
7,603
-17
-0.2% -$2.64K 0.09% 196
2025
Q2 		$1.11M Sell
7,620
-852
-10% -$114K 0.09% 204
2025
Q1 		$1.12M Sell
8,472
-28
-0.3% -$3.55K 0.1% 183
2024
Q4 		$984K Buy
+8,500
New +$1.03M 0.08% 206

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 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

BFC Planning, Inc.'s RTX Position: Q2 2026 in Review

BFC Planning, Inc. reduced its RTX Corp (RTX) stake by 64% in Q2 2026, selling an estimated $2.49M and leaving 7,539 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #311.

BFC Planning, Inc. first reported a position in RTX in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.07M in Q1 2026. 3,473 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • BFC Planning, Inc. held 7,539 shares of RTX Corp worth $1.43M as of Q2 2026.
  • BFC Planning, Inc. sold 13,559 RTX Corp shares in Q2 2026, an estimated $2.49M.
  • RTX Corp made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #311 holding.
  • BFC Planning, Inc. first reported a position in RTX Corp in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s RTX Corp position peaked at $4.07M in Q1 2026.
  • 3,473 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.