JWM
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Jackson Wealth Management’s RTX Corp RTX Stock Holding History

Jackson 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
2025
Q2 		– Sell
-3,939
Closed -$522K – 169
2025
Q1 		$522K Buy
+3,939
New +$499K 0.06% 106
2024
Q4 		– Sell
-2,768
Closed -$335K – 172
2024
Q3 		$335K Buy
+2,768
New +$316K 0.04% 114

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jackson Wealth Management's RTX Position: Q2 2025 in Review

Jackson Wealth Management sold out of RTX Corp (RTX) in Q2 2025, closing a stake of 3,939 shares — an estimated $522K sold.

Jackson Wealth Management first reported a position in RTX in Q3 2024 and held it in 2 quarters. The position peaked at $522K in Q1 2025. 2,990 funds tracked by Wall St. Rank hold RTX as of Q2 2025.

  • Jackson Wealth Management reported no remaining RTX Corp position as of Q2 2025 after selling out during the quarter.
  • Jackson Wealth Management sold 3,939 RTX Corp shares in Q2 2025, an estimated $522K.
  • Jackson Wealth Management first reported a position in RTX Corp in Q3 2024 and held it in 2 quarters.
  • Jackson Wealth Management's RTX Corp position peaked at $522K in Q1 2025.
  • 2,990 funds tracked by Wall St. Rank held RTX Corp as of Q2 2025.

Based on Jackson Wealth Management's 13F filing for Q2 2025, filed 21 Jul 2025.