JWA
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JFS Wealth Advisors’s RTX Corp RTX Stock Holding History

JFS Wealth Advisors’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 		$716K Sell
3,772
-130
-3% -$23.8K 0.04% 207
2026
Q1 		$753K Sell
3,902
-163
-4% -$32.4K 0.04% 189
2025
Q4 		$746K Sell
4,065
-326
-7% -$56.6K 0.04% 186
2025
Q3 		$735K Buy
4,391
+1,201
+38% +$186K 0.04% 185
2025
Q2 		$466K Sell
3,190
-236
-7% -$31.4K 0.03% 210
2025
Q1 		$454K Buy
3,426
+292
+9% +$37K 0.03% 208
2024
Q4 		$363K Buy
3,134
+39
+1% +$4.71K 0.02% 228
2024
Q3 		$375K Sell
3,095
-590
-16% -$67.3K 0.03% 220
2024
Q2 		$370K Sell
3,685
-337
-8% -$34.8K 0.03% 172
2024
Q1 		$392K Sell
4,022
-104
-3% -$9.39K 0.03% 172
2023
Q4 		$347K Buy
4,126
+332
+9% +$26.3K 0.03% 169
2023
Q3 		$273K Sell
3,794
-193
-5% -$16.5K 0.03% 188
2023
Q2 		$391K Sell
3,987
-53
-1% -$5.19K 0.04% 165
2023
Q1 		$396K Sell
4,040
-837
-17% -$82.4K 0.04% 162
2022
Q4 		$492K Buy
4,877
+1,202
+33% +$113K 0.05% 152
2022
Q3 		$301K Sell
3,675
-194
-5% -$17.6K 0.03% 180
2022
Q2 		$372K Buy
3,869
+278
+8% +$26.7K 0.04% 158
2022
Q1 		$356K Buy
3,591
+276
+8% +$26.2K 0.03% 181
2021
Q4 		$285K Buy
3,315
+86
+3% +$7.49K 0.03% 198
2021
Q3 		$278K Buy
3,229
+504
+18% +$43.1K 0.03% 193
2021
Q2 		$232K Buy
2,725
+750
+38% +$63.1K 0.03% 157
2021
Q1 		$153K Buy
1,975
+25
+1% +$1.82K 0.03% 164
2020
Q4 		$139K Buy
1,950
+240
+14% +$15.8K 0.03% 170
2020
Q3 		$98K Sell
1,710
-80
-4% -$4.87K 0.02% 177
2020
Q2 		$110K Sell
1,790
-1,081
-38% -$67.5K 0.03% 171
2020
Q1 		$170K Sell
2,871
-40
-1% -$3.38K 0.05% 134
2019
Q4 		$274K Hold
2,911
– – 0.07% 121
2019
Q3 		$250K Buy
2,911
+40
+1% +$3.32K 0.06% 125
2019
Q2 		$235K Hold
2,871
– – 0.06% 130
2019
Q1 		$233K Hold
2,871
– – 0.06% 127
2018
Q4 		$192K Buy
2,871
+47
+2% +$3.69K 0.05% 133
2018
Q3 		$248K Hold
2,824
– – 0.06% 129
2018
Q2 		$222K Buy
2,824
+75
+3% +$5.87K 0.06% 133
2018
Q1 		$218K Hold
2,749
– – 0.06% 132
2017
Q4 		$221K Buy
2,749
+173
+7% +$13.1K 0.05% 131
2017
Q3 		$188K Buy
2,576
+993
+63% +$73.5K 0.05% 132
2017
Q2 		$122K Hold
1,583
– – 0.03% 161
2017
Q1 		$109K Hold
1,583
– – 0.03% 167
2016
Q4 		$109K Hold
1,583
– – 0.03% 167
2016
Q3 		$101K Sell
1,583
-4,290
-73% -$284K 0.03% 179
2016
Q2 		$379K Buy
5,873
+4,246
+261% +$272K 0.1% 108
2016
Q1 		$103K Buy
1,627
+44
+3% +$2.55K 0.03% 173
2015
Q4 		$96K Hold
1,583
– – 0.03% 184
2015
Q3 		$89K Buy
+1,583
New +$97.5K 0.04% 165

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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

JFS Wealth Advisors's RTX Position: Q2 2026 in Review

JFS Wealth Advisors reduced its RTX Corp (RTX) stake by 3.3% in Q2 2026, selling an estimated $23.8K and leaving 3,772 shares worth $716K. The position accounts for 0.04% of the portfolio, ranked #207.

JFS Wealth Advisors first reported a position in RTX in Q3 2015 and has held it in 44 quarters since. The position peaked at $753K in Q1 2026. 1,960 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • JFS Wealth Advisors held 3,772 shares of RTX Corp worth $716K as of Q2 2026.
  • JFS Wealth Advisors sold 130 RTX Corp shares in Q2 2026, an estimated $23.8K.
  • RTX Corp made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #207 holding.
  • JFS Wealth Advisors first reported a position in RTX Corp in Q3 2015 and has held it in 44 quarters since.
  • JFS Wealth Advisors's RTX Corp position peaked at $753K in Q1 2026.
  • 1,960 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.