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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
Q2 		$2.39M Hold
12,607
– – 0.31% 89
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 $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

Independent Solutions Wealth Management's RTX Position: Q2 2026 in Review

Independent Solutions Wealth Management held its RTX Corp (RTX) position steady in Q2 2026 at 12,607 shares worth $2.39M. The position accounts for 0.31% of the portfolio, ranked #89.

Independent Solutions Wealth Management first reported a position in RTX in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.01M in Q4 2022. 3,446 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Independent Solutions Wealth Management held 12,607 shares of RTX Corp worth $2.39M as of Q2 2026.
  • Independent Solutions Wealth Management left its RTX Corp share count unchanged in Q2 2026.
  • RTX Corp made up 0.31% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #89 holding.
  • Independent Solutions Wealth Management first reported a position in RTX Corp in Q2 2020 and has held it in 25 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 Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.