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Heritage Wealth Management (Ohio)’s RTX Corp RTX Stock Holding History

Heritage Wealth Management (Ohio)’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 		$2.06M Buy
10,700
+10
+0.1% +$1.99K 1.02% 32
2025
Q4 		$1.96M Sell
10,690
-118
-1% -$20.5K 0.55% 46
2025
Q3 		$1.81M Sell
10,808
-64
-0.6% -$9.93K 0.53% 50
2025
Q2 		$1.59M Sell
10,872
-350
-3% -$46.6K 0.51% 52
2025
Q1 		$1.49M Buy
11,222
+86
+0.8% +$10.9K 0.51% 49
2024
Q4 		$1.29M Hold
11,136
– – 0.43% 59
2024
Q3 		$1.35M Sell
11,136
-730
-6% -$83.3K 0.44% 61
2024
Q2 		$1.19M Buy
+11,866
New +$1.23M 0.4% 66

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 Management (Ohio)'s RTX Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its RTX Corp (RTX) stake by 0.09% in Q1 2026, buying an estimated $1.99K and bringing the position to 10,700 shares worth $2.06M. The position accounts for 1.02% of the portfolio, ranked #32.

Heritage Wealth Management (Ohio) first reported a position in RTX in Q2 2024 and has held it in 8 quarters since. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 10,700 shares of RTX Corp worth $2.06M as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 10 RTX Corp shares in Q1 2026, an estimated $1.99K.
  • RTX Corp made up 1.02% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #32 holding.
  • Heritage Wealth Management (Ohio) first reported a position in RTX Corp in Q2 2024 and has held it in 8 quarters since.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.