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Independent Solutions Wealth Management’s RTX Corp RTX Stock Holding History

Independent Solutions Wealth Management’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 		$2.43M Sell
12,607
-106
-0.8% -$21.1K 0.36% 78
2025
Q4 		$2.33M Sell
12,713
-162
-1% -$28.1K 0.43% 78
2025
Q3 		$2.15M Buy
12,875
+886
+7% +$138K 0.38% 81
2025
Q2 		$1.75M Sell
11,989
-177
-1% -$23.6K 0.34% 87
2025
Q1 		$1.61M Sell
12,166
-529
-4% -$67.1K 0.36% 86
2024
Q4 		$1.47M Sell
12,695
-577
-4% -$69.7K 0.32% 94
2024
Q3 		$1.61M Sell
13,272
-1,076
-7% -$123K 0.36% 82
2024
Q2 		$1.44M Sell
14,348
-702
-5% -$72.6K 0.33% 89
2024
Q1 		$1.47M Sell
15,050
-483
-3% -$43.6K 0.35% 82
2023
Q4 		$1.31M Sell
15,533
-4,359
-22% -$345K 0.34% 83
2023
Q3 		$1.43M Sell
19,892
-2,743
-12% -$235K 0.37% 65
2023
Q2 		$2.22M Sell
22,635
-6,327
-22% -$619K 0.56% 43
2023
Q1 		$2.84M Sell
28,962
-878
-3% -$86.5K 0.84% 27
2022
Q4 		$3.01M Buy
29,840
+7,009
+31% +$659K 0.92% 25
2022
Q3 		$1.87M Sell
22,831
-737
-3% -$66.7K 0.61% 43
2022
Q2 		$2.27M Sell
23,568
-2,691
-10% -$259K 0.71% 34
2022
Q1 		$2.6M Buy
26,259
+1,589
+6% +$151K 0.61% 39
2021
Q4 		$2.12M Buy
24,670
+1,334
+6% +$116K 0.5% 50
2021
Q3 		$2.01M Buy
23,336
+1,172
+5% +$100K 0.5% 50
2021
Q2 		$1.89M Buy
22,164
+3,826
+21% +$322K 0.46% 52
2021
Q1 		$1.42M Buy
18,338
+2,272
+14% +$166K 0.39% 61
2020
Q4 		$1.15M Buy
16,066
+1,150
+8% +$75.6K 0.36% 61
2020
Q3 		$858K Buy
14,916
+961
+7% +$58.5K 0.33% 59
2020
Q2 		$860K Buy
+13,955
New +$871K 0.37% 56

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

Independent Solutions Wealth Management's RTX Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its RTX Corp (RTX) stake by 0.83% in Q1 2026, selling an estimated $21.1K and leaving 12,607 shares worth $2.43M. The position accounts for 0.36% of the portfolio, ranked #78.

Independent Solutions Wealth Management first reported a position in RTX in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.01M in Q4 2022. 3,446 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Independent Solutions Wealth Management held 12,607 shares of RTX Corp worth $2.43M as of Q1 2026.
  • Independent Solutions Wealth Management sold 106 RTX Corp shares in Q1 2026, an estimated $21.1K.
  • RTX Corp made up 0.36% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Independent Solutions Wealth Management first reported a position in RTX Corp in Q2 2020 and has held it in 24 quarters since.
  • Independent Solutions Wealth Management's RTX Corp position peaked at $3.01M in Q4 2022.
  • 3,446 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.