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IBEX Wealth Advisors’s RTX Corp RTX Stock Holding History

IBEX 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 		$540K Sell
2,847
-32,164
-92% -$5.9M 0.04% 150
2026
Q1 		$6.75M Buy
35,011
+4,003
+13% +$796K 0.63% 57
2025
Q4 		$5.69M Buy
31,008
+628
+2% +$109K 0.56% 65
2025
Q3 		$5.08M Buy
30,380
+2,646
+10% +$411K 0.49% 66
2025
Q2 		$4.05M Buy
+27,734
New +$3.7M 0.43% 71
2019
Q3 		– Sell
-60
Closed -$4K – 329
2019
Q2 		$4K Buy
+60
New +$5.02K ﹤0.01% 371
2017
Q1 		– Sell
-316
Closed -$22K – 321
2016
Q4 		$22K Buy
+316
New +$20.9K 0.01% 220

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

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

IBEX Wealth Advisors reduced its RTX Corp (RTX) stake by 92% in Q2 2026, selling an estimated $5.9M and leaving 2,847 shares worth $540K. The position accounts for 0.04% of the portfolio, ranked #150.

IBEX Wealth Advisors first reported a position in RTX in Q4 2016 and has held it in 7 quarters since. The position peaked at $6.75M in Q1 2026. 3,451 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • IBEX Wealth Advisors held 2,847 shares of RTX Corp worth $540K as of Q2 2026.
  • IBEX Wealth Advisors sold 32,164 RTX Corp shares in Q2 2026, an estimated $5.9M.
  • RTX Corp made up 0.04% of IBEX Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • IBEX Wealth Advisors first reported a position in RTX Corp in Q4 2016 and has held it in 7 quarters since.
  • IBEX Wealth Advisors's RTX Corp position peaked at $6.75M in Q1 2026.
  • 3,451 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.