LifePlan Financial’s RTX Corp RTX Stock Holding History

LifePlan Financial’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	$655K	Sell	3,453 -587	-15%	-$108K	0.46%	62
2026 Q1	$779K	Sell	4,040 -469	-10%	-$93.2K	0.58%	56
2025 Q4	$827K	Sell	4,509 -127	-3%	-$22.1K	0.63%	51
2025 Q3	$776K	Sell	4,636 -412	-8%	-$64K	0.61%	52
2025 Q2	$737K	Sell	5,048 -2,961	-37%	-$395K	0.61%	48
2025 Q1	$1.06M	Sell	8,009 -489	-6%	-$62K	0.93%	29
2024 Q4	$983K	Sell	8,498 -222	-3%	-$26.8K	0.87%	33
2024 Q3	$1.06M	Sell	8,720 -85	-1%	-$9.69K	0.91%	31
2024 Q2	$884K	Buy	8,805 +3,645	+71%	+$377K	0.81%	36
2024 Q1	$503K	Sell	5,160 -94	-2%	-$8.48K	0.46%	59
2023 Q4	$442K	Buy	+5,254	New	+$416K	0.44%	68

Other funds holding RTX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAS

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

LifePlan Financial's RTX Position: Q2 2026 in Review

LifePlan Financial reduced its RTX Corp (RTX) stake by 15% in Q2 2026, selling an estimated $108K and leaving 3,453 shares worth $655K. The position accounts for 0.46% of the portfolio, ranked #62.

LifePlan Financial first reported a position in RTX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.06M in Q1 2025. 1,581 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

LifePlan Financial held 3,453 shares of RTX Corp worth $655K as of Q2 2026.
LifePlan Financial sold 587 RTX Corp shares in Q2 2026, an estimated $108K.
RTX Corp made up 0.46% of LifePlan Financial's portfolio in Q2 2026, its #62 holding.
LifePlan Financial first reported a position in RTX Corp in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's RTX Corp position peaked at $1.06M in Q1 2025.
1,581 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.