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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IBEX Wealth Advisors increased its RTX Corp (RTX) stake by 13% in Q1 2026, buying an estimated $796K and bringing the position to 35,011 shares worth $6.75M. The position accounts for 0.63% of the portfolio, ranked #57.

IBEX Wealth Advisors first reported a position in RTX in Q4 2016 and has held it in 6 quarters since. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

IBEX Wealth Advisors held 35,011 shares of RTX Corp worth $6.75M as of Q1 2026.
IBEX Wealth Advisors bought 4,003 RTX Corp shares in Q1 2026, an estimated $796K.
RTX Corp made up 0.63% of IBEX Wealth Advisors's portfolio in Q1 2026, its #57 holding.
IBEX Wealth Advisors first reported a position in RTX Corp in Q4 2016 and has held it in 6 quarters since.
3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.