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Liberty One Investment Management’s RTX Corp RTX Stock Holding History

Liberty One 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 		$6.9M Sell
36,366
-655
-2% -$120K 0.69% 34
2026
Q1 		$7.14M Buy
37,021
+6,919
+23% +$1.38M 0.74% 30
2025
Q4 		$5.52M Sell
30,102
-25,519
-46% -$4.43M 0.71% 29
2025
Q3 		$9.31M Buy
55,621
+12,347
+29% +$1.92M 0.52% 31
2025
Q2 		$6.32M Sell
43,274
-5,216
-11% -$695K 0.64% 35
2025
Q1 		$6.42M Sell
48,490
-509
-1% -$64.5K 0.65% 32
2024
Q4 		$5.67M Buy
48,999
+3,270
+7% +$395K 0.61% 36
2024
Q3 		$5.54M Buy
45,729
+1,350
+3% +$154K 0.57% 34
2024
Q2 		$4.46M Buy
44,379
+2,055
+5% +$212K 0.5% 39
2024
Q1 		$4.13M Buy
42,324
+2,660
+7% +$240K 0.47% 41
2023
Q4 		$3.34M Buy
39,664
+2,038
+5% +$161K 0.41% 46
2023
Q3 		$2.71M Buy
37,626
+2,317
+7% +$198K 0.39% 47
2023
Q2 		$3.46M Sell
35,309
-565
-2% -$55.3K 0.45% 32
2023
Q1 		$3.51M Buy
35,874
+1,691
+5% +$167K 0.48% 29
2022
Q4 		$3.45M Buy
34,183
+224
+0.7% +$21.1K 0.5% 29
2022
Q3 		$2.78M Sell
33,959
-1,564
-4% -$142K 0.46% 29
2022
Q2 		$3.03M Buy
35,523
+154
+0.4% +$14.8K 0.52% 30
2022
Q1 		$3.5M Buy
35,369
+196
+0.6% +$18.6K 0.53% 30
2021
Q4 		$3.03M Sell
35,173
-387
-1% -$33.7K 0.46% 31
2021
Q3 		$3.06M Buy
35,560
+37
+0.1% +$3.16K 0.52% 30
2021
Q2 		$3.03M Buy
35,523
+1,483
+4% +$125K 0.51% 30
2021
Q1 		$2.63M Buy
34,040
+1,955
+6% +$143K 0.47% 31
2020
Q4 		$2.29M Buy
32,085
+2,080
+7% +$137K 0.43% 36
2020
Q3 		$1.73M Buy
30,005
+4,065
+16% +$247K 0.35% 38
2020
Q2 		$1.6M Buy
25,940
+12,364
+91% +$772K 0.36% 39
2020
Q1 		$806K Buy
13,576
+387
+3% +$32.8K 0.21% 73
2019
Q4 		$1.24M Buy
+13,189
New +$1.2M 0.27% 53

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

Liberty One Investment Management's RTX Position: Q2 2026 in Review

Liberty One Investment Management reduced its RTX Corp (RTX) stake by 1.8% in Q2 2026, selling an estimated $120K and leaving 36,366 shares worth $6.9M. The position accounts for 0.69% of the portfolio, ranked #34.

Liberty One Investment Management first reported a position in RTX in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.31M in Q3 2025. 3,455 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Liberty One Investment Management held 36,366 shares of RTX Corp worth $6.9M as of Q2 2026.
  • Liberty One Investment Management sold 655 RTX Corp shares in Q2 2026, an estimated $120K.
  • RTX Corp made up 0.69% of Liberty One Investment Management's portfolio in Q2 2026, its #34 holding.
  • Liberty One Investment Management first reported a position in RTX Corp in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's RTX Corp position peaked at $9.31M in Q3 2025.
  • 3,455 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.