LWM
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Lionshead Wealth Management’s RTX Corp RTX Stock Holding History

Lionshead 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 		$466K Sell
2,417
-12
-0.5% -$2.39K 0.34% 61
2025
Q4 		$445K Buy
2,429
+15
+0.6% +$2.61K 0.33% 62
2025
Q3 		$404K Hold
2,414
– – 0.32% 66
2025
Q2 		$352K Buy
2,414
+16
+0.7% +$2.13K 0.33% 70
2025
Q1 		$318K Sell
2,398
-322
-12% -$40.8K 0.33% 65
2024
Q4 		$315K Buy
+2,720
New +$329K 0.23% 86

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

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

Lionshead Wealth Management reduced its RTX Corp (RTX) stake by 0.49% in Q1 2026, selling an estimated $2.39K and leaving 2,417 shares worth $466K. The position accounts for 0.34% of the portfolio, ranked #61.

Lionshead Wealth Management first reported a position in RTX in Q4 2024 and has held it in 6 quarters since. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Lionshead Wealth Management held 2,417 shares of RTX Corp worth $466K as of Q1 2026.
  • Lionshead Wealth Management sold 12 RTX Corp shares in Q1 2026, an estimated $2.39K.
  • RTX Corp made up 0.34% of Lionshead Wealth Management's portfolio in Q1 2026, its #61 holding.
  • Lionshead Wealth Management first reported a position in RTX Corp in Q4 2024 and has held it in 6 quarters since.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.