Institute for Wealth Management’s RTX Corp RTX Stock Holding History
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
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. 3,461 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.
- 3,461 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.