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Kerr Financial Planning’s RTX Corp RTX Stock Holding History

Kerr Financial Planning’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 		$146K Sell
769
-68
-8% -$12.5K 0.16% 102
2026
Q1 		$144K Buy
837
+701
+515% +$139K 0.1% 99
2025
Q4 		$26.8K Hold
136
– – 0.04% 242
2025
Q3 		$23.8K Buy
+136
New +$21.1K 0.03% 248

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kerr Financial Planning's RTX Position: Q2 2026 in Review

Kerr Financial Planning reduced its RTX Corp (RTX) stake by 8.1% in Q2 2026, selling an estimated $12.5K and leaving 769 shares worth $146K. The position accounts for 0.16% of the portfolio, ranked #102.

Kerr Financial Planning first reported a position in RTX in Q3 2025 and has held it in 4 quarters since. 3,436 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Kerr Financial Planning held 769 shares of RTX Corp worth $146K as of Q2 2026.
  • Kerr Financial Planning sold 68 RTX Corp shares in Q2 2026, an estimated $12.5K.
  • RTX Corp made up 0.16% of Kerr Financial Planning's portfolio in Q2 2026, its #102 holding.
  • Kerr Financial Planning first reported a position in RTX Corp in Q3 2025 and has held it in 4 quarters since.
  • 3,436 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.