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Heritage Wealth Advisors’s RTX Corp RTX Stock Holding History

Heritage 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
Q1 		$61.7M Sell
320,092
-131,289
-29% -$26.1M 2.41% 9
2025
Q4 		$82.8M Sell
451,381
-15,743
-3% -$2.73M 3.16% 6
2025
Q3 		$78.2M Sell
467,124
-6,182
-1% -$960K 3.42% 5
2025
Q2 		$69.1M Sell
473,306
-2,320
-0.5% -$309K 3.28% 4
2025
Q1 		$63M Buy
475,626
+5,550
+1% +$704K 3.19% 6
2024
Q4 		$54.4M Sell
470,076
-7,437
-2% -$898K 2.7% 13
2024
Q3 		$57.9M Sell
477,513
-21,234
-4% -$2.42M 2.71% 11
2024
Q2 		$50.1M Buy
498,747
+10,489
+2% +$1.08M 2.26% 13
2024
Q1 		$47.6M Buy
488,258
+46,107
+10% +$4.16M 2.17% 14
2023
Q4 		$37.2M Buy
442,151
+2,180
+0.5% +$173K 1.85% 21
2023
Q3 		$31.7M Buy
439,971
+16,340
+4% +$1.4M 1.73% 22
2023
Q2 		$41.5M Buy
423,631
+9,833
+2% +$963K 2.2% 14
2023
Q1 		$40.5M Buy
413,798
+20,556
+5% +$2.02M 2.26% 12
2022
Q4 		$39.7M Buy
393,242
+15,229
+4% +$1.43M 2.3% 11
2022
Q3 		$30.9M Buy
378,013
+32,327
+9% +$2.93M 2.24% 14
2022
Q2 		$33.2M Buy
345,686
+78,654
+29% +$7.56M 2.31% 12
2022
Q1 		$26.5M Buy
267,032
+23,450
+10% +$2.22M 1.46% 15
2021
Q4 		$21M Buy
243,582
+19,878
+9% +$1.73M 1.15% 19
2021
Q3 		$19.2M Buy
223,704
+13,008
+6% +$1.11M 1.18% 18
2021
Q2 		$18M Buy
210,696
+28,245
+15% +$2.38M 1.11% 19
2021
Q1 		$14.1M Buy
182,451
+33,131
+22% +$2.42M 0.85% 22
2020
Q4 		$10.7M Buy
149,320
+11,612
+8% +$763K 0.67% 27
2020
Q3 		$7.92M Buy
137,708
+6,408
+5% +$390K 1.02% 28
2020
Q2 		$8.09M Buy
131,300
+76,257
+139% +$4.76M 1.13% 26
2020
Q1 		$3.27M Buy
55,043
+8,665
+19% +$733K 0.59% 33
2019
Q4 		$4.37M Buy
46,378
+6,302
+16% +$572K 0.58% 27
2019
Q3 		$3.44M Buy
40,076
+6,354
+19% +$528K 0.51% 27
2019
Q2 		$2.76M Buy
33,722
+1,170
+4% +$97.8K 0.42% 32
2019
Q1 		$2.64M Buy
32,552
+6,024
+23% +$458K 0.43% 33
2018
Q4 		$1.78M Sell
26,528
-866
-3% -$68K 0.35% 38
2018
Q3 		$2.41M Buy
27,394
+1,738
+7% +$146K 0.47% 29
2018
Q2 		$2.02M Buy
25,656
+1,654
+7% +$130K 0.76% 26
2018
Q1 		$1.9M Buy
24,002
+2,878
+14% +$238K 0.79% 25
2017
Q4 		$1.7M Buy
21,124
+1,366
+7% +$104K 0.73% 28
2017
Q3 		$1.44M Buy
19,758
+1,664
+9% +$123K 0.72% 30
2017
Q2 		$1.39M Buy
18,094
+666
+4% +$49.9K 0.72% 33
2017
Q1 		$1.23M Buy
17,428
+1,570
+10% +$110K 0.66% 35
2016
Q4 		$1.09M Buy
15,858
+3,157
+25% +$209K 0.72% 27
2016
Q3 		$809K Buy
12,701
+2,249
+22% +$149K 0.56% 30
2016
Q2 		$674K Buy
10,452
+5,550
+113% +$355K 0.46% 33
2016
Q1 		$309K Buy
4,902
+1,073
+28% +$62.2K 0.24% 59
2015
Q4 		$231K Buy
+3,829
New +$232K 0.19% 71

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Wealth Advisors's RTX Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its RTX Corp (RTX) stake by 29% in Q1 2026, selling an estimated $26.1M and leaving 320,092 shares worth $61.7M. The position accounts for 2.41% of the portfolio, ranked #9.

Heritage Wealth Advisors first reported a position in RTX in Q4 2015 and has held it in 42 quarters since. The position peaked at $82.8M in Q4 2025. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Heritage Wealth Advisors held 320,092 shares of RTX Corp worth $61.7M as of Q1 2026.
  • Heritage Wealth Advisors sold 131,289 RTX Corp shares in Q1 2026, an estimated $26.1M.
  • RTX Corp made up 2.41% of Heritage Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • Heritage Wealth Advisors first reported a position in RTX Corp in Q4 2015 and has held it in 42 quarters since.
  • Heritage Wealth Advisors's RTX Corp position peaked at $82.8M in Q4 2025.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.