LWM
RTX icon

Liberty Wealth Management’s RTX Corp RTX Stock Holding History

Liberty 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
Q1 		$719K Buy
3,730
+81
+2% +$16.1K 0.09% 122
2025
Q4 		$669K Sell
3,649
-11
-0.3% -$1.91K 0.09% 115
2025
Q3 		$612K Buy
3,660
+156
+4% +$24.2K 0.09% 118
2025
Q2 		$512K Buy
+3,504
New +$467K 0.08% 124
2025
Q1 		– Sell
-3,578
Closed -$414K – 189
2024
Q4 		$414K Buy
3,578
+8
+0.2% +$966 0.07% 133
2024
Q3 		$433K Sell
3,570
-10,776
-75% -$1.23M 0.07% 126
2024
Q2 		$353K Buy
14,346
+10,908
+317% +$1.13M 0.06% 135
2024
Q1 		$335K Sell
3,438
-121
-3% -$10.9K 0.07% 137
2023
Q4 		$299K Buy
3,559
+463
+15% +$36.6K 0.06% 131
2023
Q3 		$223K Sell
3,096
-150
-5% -$12.8K 0.06% 157
2023
Q2 		$416K Buy
3,246
+310
+11% +$30.4K 0.1% 112
2023
Q1 		$287K Buy
+2,936
New +$289K 0.06% 179
2022
Q3 		– Sell
-2,099
Closed -$201K – 157
2022
Q2 		$201K Sell
2,099
-12
-0.6% -$1.15K 0.08% 140
2022
Q1 		$209K Buy
+2,111
New +$200K 0.08% 142
2021
Q4 		– Sell
-2,837
Closed -$246K – 902
2021
Q3 		$246K Buy
2,837
+566
+25% +$48.4K 0.09% 139
2021
Q2 		$194K Sell
2,271
-125
-5% -$10.5K 0.08% 139
2021
Q1 		$160K Hold
2,396
– – 0.08% 131
2020
Q4 		$160K Buy
2,396
+125
+6% +$8.22K 0.08% 130
2020
Q3 		$131K Buy
+2,271
New +$138K 0.08% 134
2020
Q2 		– Sell
-2,495
Closed -$148K – 964
2020
Q1 		$148K Sell
2,495
-194
-7% -$16.4K 0.13% 105
2019
Q4 		$253K Buy
2,689
+31
+1% +$2.81K 0.2% 92
2019
Q3 		$228K Buy
2,658
+11
+0.4% +$913 0.22% 87
2019
Q2 		$217K Buy
2,647
+318
+14% +$26.6K 0.19% 101
2019
Q1 		$188K Buy
2,329
+468
+25% +$35.6K 0.14% 92
2018
Q4 		$124K Buy
+1,861
New +$146K 0.09% 117

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Liberty Wealth Management's RTX Position: Q1 2026 in Review

Liberty Wealth Management increased its RTX Corp (RTX) stake by 2.2% in Q1 2026, buying an estimated $16.1K and bringing the position to 3,730 shares worth $719K. The position accounts for 0.09% of the portfolio, ranked #122.

Liberty Wealth Management first reported a position in RTX in Q4 2018 and has held it in 25 quarters since. 3,453 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Liberty Wealth Management held 3,730 shares of RTX Corp worth $719K as of Q1 2026.
  • Liberty Wealth Management bought 81 RTX Corp shares in Q1 2026, an estimated $16.1K.
  • RTX Corp made up 0.09% of Liberty Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Liberty Wealth Management first reported a position in RTX Corp in Q4 2018 and has held it in 25 quarters since.
  • 3,453 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.