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Lakeridge Wealth Management’s RTX Corp RTX Stock Holding History

Lakeridge 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
2026
Q2 		$329K Buy
1,732
+1
+0.1% +$183 0.12% 136
2026
Q1 		$334K Buy
1,731
+18
+1% +$3.58K 0.14% 127
2025
Q4 		$314K Buy
1,713
+413
+32% +$71.7K 0.14% 123
2025
Q3 		$218K Buy
+1,300
New +$202K 0.1% 141

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

Lakeridge Wealth Management's RTX Position: Q2 2026 in Review

Lakeridge Wealth Management increased its RTX Corp (RTX) stake by 0.06% in Q2 2026, buying an estimated $183 and bringing the position to 1,732 shares worth $329K. The position accounts for 0.12% of the portfolio, ranked #136.

Lakeridge Wealth Management first reported a position in RTX in Q3 2025 and has held it in 4 quarters since. The position peaked at $334K in Q1 2026. 1,939 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Lakeridge Wealth Management held 1,732 shares of RTX Corp worth $329K as of Q2 2026.
  • Lakeridge Wealth Management bought 1 RTX Corp share in Q2 2026, an estimated $183.
  • RTX Corp made up 0.12% of Lakeridge Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Lakeridge Wealth Management first reported a position in RTX Corp in Q3 2025 and has held it in 4 quarters since.
  • Lakeridge Wealth Management's RTX Corp position peaked at $334K in Q1 2026.
  • 1,939 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.