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Journey Retirement Planning & Investment Management’s RTX Corp RTX Stock Holding History

Journey Retirement Planning & Investment 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 		$1.05M Buy
5,556
+587
+12% +$108K 0.82% 25
2026
Q1 		$959K Sell
4,969
-12,187
-71% -$2.42M 0.84% 29
2025
Q4 		$3.15M Buy
+17,156
New +$2.98M 0.65% 34

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

Journey Retirement Planning & Investment Management's RTX Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its RTX Corp (RTX) stake by 12% in Q2 2026, buying an estimated $108K and bringing the position to 5,556 shares worth $1.05M. The position accounts for 0.82% of the portfolio, ranked #25.

Journey Retirement Planning & Investment Management first reported a position in RTX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.15M in Q4 2025. 1,906 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 5,556 shares of RTX Corp worth $1.05M as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 587 RTX Corp shares in Q2 2026, an estimated $108K.
  • RTX Corp made up 0.82% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #25 holding.
  • Journey Retirement Planning & Investment Management first reported a position in RTX Corp in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's RTX Corp position peaked at $3.15M in Q4 2025.
  • 1,906 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.