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
Q2 		$457K Sell
2,407
-10
-0.4% -$1.83K 0.3% 63
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Lionshead Wealth Management's RTX Position: Q2 2026 in Review

Lionshead Wealth Management reduced its RTX Corp (RTX) stake by 0.41% in Q2 2026, selling an estimated $1.83K and leaving 2,407 shares worth $457K. The position accounts for 0.3% of the portfolio, ranked #63.

Lionshead Wealth Management first reported a position in RTX in Q4 2024 and has held it in 7 quarters since. The position peaked at $466K in Q1 2026. 3,461 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Lionshead Wealth Management held 2,407 shares of RTX Corp worth $457K as of Q2 2026.
  • Lionshead Wealth Management sold 10 RTX Corp shares in Q2 2026, an estimated $1.83K.
  • RTX Corp made up 0.3% of Lionshead Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Lionshead Wealth Management first reported a position in RTX Corp in Q4 2024 and has held it in 7 quarters since.
  • Lionshead Wealth Management's RTX Corp position peaked at $466K in Q1 2026.
  • 3,461 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.