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LMG Wealth Partners’s RTX Corp RTX Stock Holding History

LMG Wealth Partners’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 		$12M Sell
62,269
-207
-0.3% -$41.2K 2.19% 10
2025
Q4 		$11.5M Sell
62,476
-4,678
-7% -$813K 2.14% 10
2025
Q3 		$11.2M Sell
67,154
-348
-0.5% -$54K 2.09% 11
2025
Q2 		$9.86M Sell
67,502
-584
-0.9% -$77.8K 2.03% 12
2025
Q1 		$9.02M Buy
68,086
+728
+1% +$92.3K 2.01% 12
2024
Q4 		$7.79M Buy
67,358
+78
+0.1% +$9.42K 1.7% 15
2024
Q3 		$8.15M Sell
67,280
-1,384
-2% -$158K 1.87% 15
2024
Q2 		$6.89M Buy
68,664
+726
+1% +$75.1K 1.72% 21
2024
Q1 		$6.63M Sell
67,938
-1,936
-3% -$175K 1.67% 21
2023
Q4 		$5.88M Buy
69,874
+1,167
+2% +$92.4K 1.63% 23
2023
Q3 		$4.94M Buy
68,707
+6,927
+11% +$593K 1.51% 25
2023
Q2 		$6.05M Buy
61,780
+1,013
+2% +$99.2K 1.85% 19
2023
Q1 		$5.95M Buy
60,767
+2,768
+5% +$273K 1.92% 18
2022
Q4 		$5.71M Buy
+57,999
New +$5.46M 1.89% 19

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

LMG Wealth Partners's RTX Position: Q1 2026 in Review

LMG Wealth Partners reduced its RTX Corp (RTX) stake by 0.33% in Q1 2026, selling an estimated $41.2K and leaving 62,269 shares worth $12M. The position accounts for 2.19% of the portfolio, ranked #10.

LMG Wealth Partners first reported a position in RTX in Q4 2022 and has held it in 14 quarters since. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • LMG Wealth Partners held 62,269 shares of RTX Corp worth $12M as of Q1 2026.
  • LMG Wealth Partners sold 207 RTX Corp shares in Q1 2026, an estimated $41.2K.
  • RTX Corp made up 2.19% of LMG Wealth Partners's portfolio in Q1 2026, its #10 holding.
  • LMG Wealth Partners first reported a position in RTX Corp in Q4 2022 and has held it in 14 quarters since.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.