IFWM
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Institute for Wealth Management’s RTX Corp RTX Stock Holding History

Institute for 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 		$2.62M Sell
13,818
-72
-0.5% -$13.2K 0.23% 85
2026
Q1 		$2.68M Sell
13,890
-77
-0.6% -$15.3K 0.29% 79
2025
Q4 		$2.56M Sell
13,967
-513
-4% -$89.1K 0.27% 76
2025
Q3 		$2.42M Sell
14,480
-164
-1% -$25.5K 0.25% 83
2025
Q2 		$2.14M Sell
14,644
-424
-3% -$56.5K 0.24% 90
2025
Q1 		$2M Sell
15,068
-168
-1% -$21.3K 0.26% 88
2024
Q4 		$1.76M Sell
15,236
-266
-2% -$32.1K 0.22% 99
2024
Q3 		$1.88M Sell
15,502
-109
-0.7% -$12.4K 0.24% 93
2024
Q2 		$1.57M Sell
15,611
-16
-0.1% -$1.65K 0.21% 110
2024
Q1 		$1.52M Sell
15,627
-78
-0.5% -$7.04K 0.2% 113
2023
Q4 		$1.32M Sell
15,705
-1,302
-8% -$103K 0.21% 116
2023
Q3 		$1.22M Sell
17,007
-318
-2% -$27.2K 0.22% 111
2023
Q2 		$1.7M Buy
17,325
+274
+2% +$26.8K 0.29% 85
2023
Q1 		$1.67M Sell
17,051
-16
-0.1% -$1.58K 0.32% 75
2022
Q4 		$1.72M Sell
17,067
-287
-2% -$27K 0.36% 69
2022
Q3 		$1.42M Sell
17,354
-261
-1% -$23.6K 0.32% 82
2022
Q2 		$1.69M Sell
17,615
-804
-4% -$77.3K 0.33% 76
2022
Q1 		$1.82M Sell
18,419
-79
-0.4% -$7.49K 0.3% 84
2021
Q4 		$1.59M Buy
18,498
+61
+0.3% +$5.32K 0.26% 97
2021
Q3 		$1.58M Sell
18,437
-834
-4% -$71.3K 0.28% 93
2021
Q2 		$1.64M Sell
19,271
-368
-2% -$31K 0.29% 88
2021
Q1 		$1.52M Sell
19,639
-1,151
-6% -$84K 0.29% 91
2020
Q4 		$1.49M Sell
20,790
-1,718
-8% -$113K 0.3% 85
2020
Q3 		$1.29M Sell
22,508
-3,325
-13% -$202K 0.3% 85
2020
Q2 		$1.59M Buy
25,833
+9,803
+61% +$612K 0.39% 53
2020
Q1 		$952K Sell
16,030
-94
-0.6% -$7.96K 0.29% 91
2019
Q4 		$1.52M Buy
16,124
+4,472
+38% +$406K 0.34% 69
2019
Q3 		$1M Sell
11,652
-893
-7% -$74.1K 0.25% 116
2019
Q2 		$1.03M Buy
12,545
+2,908
+30% +$243K 0.23% 129
2019
Q1 		$783K Buy
+9,637
New +$732K 0.17% 163
2017
Q3 		– Sell
-6,828
Closed -$522K – 370
2017
Q2 		$522K Buy
+6,828
New +$511K 0.14% 218

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Institute for Wealth Management's RTX Position: Q2 2026 in Review

Institute for Wealth Management reduced its RTX Corp (RTX) stake by 0.52% in Q2 2026, selling an estimated $13.2K and leaving 13,818 shares worth $2.62M. The position accounts for 0.23% of the portfolio, ranked #85.

Institute for Wealth Management first reported a position in RTX in Q2 2017 and has held it in 31 quarters since. The position peaked at $2.68M in Q1 2026. 1,872 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Institute for Wealth Management held 13,818 shares of RTX Corp worth $2.62M as of Q2 2026.
  • Institute for Wealth Management sold 72 RTX Corp shares in Q2 2026, an estimated $13.2K.
  • RTX Corp made up 0.23% of Institute for Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Institute for Wealth Management first reported a position in RTX Corp in Q2 2017 and has held it in 31 quarters since.
  • Institute for Wealth Management's RTX Corp position peaked at $2.68M in Q1 2026.
  • 1,872 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.