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Investmark Advisory Group’s RTX Corp RTX Stock Holding History

Investmark Advisory Group’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 		$502K Sell
2,601
-189
-7% -$37.6K 0.21% 79
2025
Q4 		$512K Sell
2,790
-17
-0.6% -$2.95K 0.22% 77
2025
Q3 		$470K Buy
2,807
+1
+0% +$155 0.2% 80
2025
Q2 		$410K Buy
2,806
+8
+0.3% +$1.07K 0.19% 83
2025
Q1 		$371K Buy
2,798
+7
+0.3% +$888 0.18% 80
2024
Q4 		$323K Sell
2,791
-225
-7% -$27.2K 0.16% 91
2024
Q3 		$366K Buy
3,016
+76
+3% +$8.67K 0.18% 88
2024
Q2 		$295K Sell
2,940
-28
-0.9% -$2.9K 0.16% 90
2024
Q1 		$290K Buy
2,968
+29
+1% +$2.62K 0.16% 94
2023
Q4 		$247K Buy
2,939
+63
+2% +$4.99K 0.15% 95
2023
Q3 		$207K Buy
2,876
+33
+1% +$2.83K 0.14% 99
2023
Q2 		$279K Sell
2,843
-270
-9% -$26.4K 0.19% 83
2023
Q1 		$305K Sell
3,113
-116
-4% -$11.4K 0.22% 76
2022
Q4 		$326K Buy
3,229
+281
+10% +$26.4K 0.24% 77
2022
Q3 		$241K Buy
2,948
+216
+8% +$19.6K 0.22% 81
2022
Q2 		$262K Sell
2,732
-2
-0.1% -$192 0.26% 63
2022
Q1 		$270K Sell
2,734
-127
-4% -$12K 0.28% 68
2021
Q4 		$246K Buy
+2,861
New +$249K 0.23% 78

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

Investmark Advisory Group's RTX Position: Q1 2026 in Review

Investmark Advisory Group reduced its RTX Corp (RTX) stake by 6.8% in Q1 2026, selling an estimated $37.6K and leaving 2,601 shares worth $502K. The position accounts for 0.21% of the portfolio, ranked #79.

Investmark Advisory Group first reported a position in RTX in Q4 2021 and has held it in 18 quarters since. The position peaked at $512K in Q4 2025. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Investmark Advisory Group held 2,601 shares of RTX Corp worth $502K as of Q1 2026.
  • Investmark Advisory Group sold 189 RTX Corp shares in Q1 2026, an estimated $37.6K.
  • RTX Corp made up 0.21% of Investmark Advisory Group's portfolio in Q1 2026, its #79 holding.
  • Investmark Advisory Group first reported a position in RTX Corp in Q4 2021 and has held it in 18 quarters since.
  • Investmark Advisory Group's RTX Corp position peaked at $512K in Q4 2025.
  • 3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.