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Lifeworks Advisors’s RTX Corp RTX Stock Holding History

Lifeworks 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
2026
Q1 		$5.32M Buy
27,589
+19,878
+258% +$3.95M 0.68% 51
2025
Q4 		$1.41M Sell
7,711
-1,259
-14% -$219K 0.18% 114
2025
Q3 		$1.5M Buy
8,970
+1,526
+20% +$237K 0.2% 107
2025
Q2 		$1.09M Buy
7,444
+4,263
+134% +$568K 0.16% 121
2025
Q1 		$421K Buy
3,181
+71
+2% +$9K 0.07% 200
2024
Q4 		$360K Buy
3,110
+152
+5% +$18.4K 0.06% 206
2024
Q3 		$358K Buy
+2,958
New +$337K 0.07% 204
2024
Q2 		– Sell
-2,995
Closed -$292K – 237
2024
Q1 		$292K Sell
2,995
-1,557
-34% -$141K 0.08% 182
2023
Q4 		$383K Buy
4,552
+324
+8% +$25.6K 0.13% 143
2023
Q3 		$304K Buy
4,228
+1,464
+53% +$125K 0.12% 145
2023
Q2 		$271K Buy
2,764
+12
+0.4% +$1.18K 0.12% 135
2023
Q1 		$270K Buy
2,752
+393
+17% +$38.7K 0.13% 126
2022
Q4 		$238K Sell
2,359
-14
-0.6% -$1.32K 0.13% 103
2022
Q3 		$225K Buy
2,373
+210
+10% +$19K 0.13% 118
2022
Q2 		$208K Buy
2,163
+78
+4% +$7.5K 0.13% 134
2022
Q1 		$207K Buy
+2,085
New +$198K 0.14% 124

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

Lifeworks Advisors's RTX Position: Q1 2026 in Review

Lifeworks Advisors increased its RTX Corp (RTX) stake by 258% in Q1 2026, buying an estimated $3.95M and bringing the position to 27,589 shares worth $5.32M. The position accounts for 0.68% of the portfolio, ranked #51.

Lifeworks Advisors first reported a position in RTX in Q1 2022 and has held it in 16 quarters since. 3,448 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Lifeworks Advisors held 27,589 shares of RTX Corp worth $5.32M as of Q1 2026.
  • Lifeworks Advisors bought 19,878 RTX Corp shares in Q1 2026, an estimated $3.95M.
  • RTX Corp made up 0.68% of Lifeworks Advisors's portfolio in Q1 2026, its #51 holding.
  • Lifeworks Advisors first reported a position in RTX Corp in Q1 2022 and has held it in 16 quarters since.
  • 3,448 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.