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Legend Financial Advisors’s RTX Corp RTX Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-250
Closed -$28.9K – 207
2024
Q4 		$28.9K Hold
250
– – 0.02% 73
2024
Q3 		$30.3K Sell
250
-62
-20% -$7.07K 0.02% 64
2024
Q2 		$31.3K Sell
312
-250
-44% -$25.9K 0.02% 79
2024
Q1 		$54.8K Hold
562
– – 0.04% 56
2023
Q4 		$47.3K Hold
562
– – 0.04% 56
2023
Q3 		$40.4K Hold
562
– – 0.03% 67
2023
Q2 		$55.1K Hold
562
– – 0.05% 62
2023
Q1 		$55K Hold
562
– – 0.05% 62
2022
Q4 		$56.7K Hold
562
– – 0.05% 67
2022
Q3 		$46K Buy
+562
New +$50.9K 0.04% 66

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legend Financial Advisors's RTX Position: Q1 2025 in Review

Legend Financial Advisors sold out of RTX Corp (RTX) in Q1 2025, closing a stake of 250 shares — an estimated $28.9K sold.

Legend Financial Advisors first reported a position in RTX in Q3 2022 and held it in 10 quarters. The position peaked at $56.7K in Q4 2022. 2,913 funds tracked by Wall St. Rank hold RTX as of Q1 2025.

  • Legend Financial Advisors reported no remaining RTX Corp position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 250 RTX Corp shares in Q1 2025, an estimated $28.9K.
  • Legend Financial Advisors first reported a position in RTX Corp in Q3 2022 and held it in 10 quarters.
  • Legend Financial Advisors's RTX Corp position peaked at $56.7K in Q4 2022.
  • 2,913 funds tracked by Wall St. Rank held RTX Corp as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.