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Laidlaw Wealth Management’s RTX Corp RTX Stock Holding History

Laidlaw 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
2024
Q4 		– Sell
-1,656
Closed -$201K – 196
2024
Q3 		$201K Buy
+1,656
New +$189K 0.1% 165
2024
Q2 		– Sell
-2,153
Closed -$210K – 185
2024
Q1 		$210K Sell
2,153
-5,458
-72% -$493K 0.12% 158
2023
Q4 		$640K Sell
7,611
-164
-2% -$13K 0.23% 108
2023
Q3 		$560K Sell
7,775
-1,654
-18% -$142K 0.19% 130
2023
Q2 		$924K Sell
9,429
-396
-4% -$38.8K 0.18% 129
2023
Q1 		$962K Buy
9,825
+190
+2% +$18.7K 0.2% 126
2022
Q4 		$972K Buy
9,635
+167
+2% +$15.7K 0.21% 122
2022
Q3 		$775K Buy
9,468
+389
+4% +$35.2K 0.18% 132
2022
Q2 		$873K Sell
9,079
-1,144
-11% -$110K 0.18% 135
2022
Q1 		$1.01M Buy
10,223
+965
+10% +$91.5K 0.17% 142
2021
Q4 		$797K Sell
9,258
-4,634
-33% -$404K 0.13% 162
2021
Q3 		$1.19M Sell
13,892
-565
-4% -$48.3K 0.31% 84
2021
Q2 		$1.23M Buy
14,457
+79
+0.5% +$6.65K 0.32% 82
2021
Q1 		$1.11M Buy
14,378
+997
+7% +$72.8K 0.38% 73
2020
Q4 		$957K Buy
13,381
+1,614
+14% +$106K 0.2% 126
2020
Q3 		$677K Buy
11,767
+1,172
+11% +$71.4K 0.3% 91
2020
Q2 		$653K Sell
10,595
-155
-1% -$9.67K 0.34% 83
2020
Q1 		$638K Sell
10,750
-419
-4% -$35.5K 0.42% 72
2019
Q4 		$1.05M Buy
+11,169
New +$1.01M 0.67% 57

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 $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Laidlaw Wealth Management's RTX Position: Q4 2024 in Review

Laidlaw Wealth Management sold out of RTX Corp (RTX) in Q4 2024, closing a stake of 1,656 shares — an estimated $201K sold.

Laidlaw Wealth Management first reported a position in RTX in Q4 2019 and held it in 19 quarters. The position peaked at $1.23M in Q2 2021. 2,826 funds tracked by Wall St. Rank hold RTX as of Q4 2024.

  • Laidlaw Wealth Management reported no remaining RTX Corp position as of Q4 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,656 RTX Corp shares in Q4 2024, an estimated $201K.
  • Laidlaw Wealth Management first reported a position in RTX Corp in Q4 2019 and held it in 19 quarters.
  • Laidlaw Wealth Management's RTX Corp position peaked at $1.23M in Q2 2021.
  • 2,826 funds tracked by Wall St. Rank held RTX Corp as of Q4 2024.

Based on Laidlaw Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.