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

Lodestone 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 		$163K Sell
860
-62
-7% -$11.4K 0.06% 199
2026
Q1 		$178K Hold
922
– – 0.07% 183
2025
Q4 		$169K Buy
+922
New +$160K 0.07% 182

Other funds holding RTX

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WF
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

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

Lodestone Wealth Management reduced its RTX Corp (RTX) stake by 6.7% in Q2 2026, selling an estimated $11.4K and leaving 860 shares worth $163K. The position accounts for 0.06% of the portfolio, ranked #199.

Lodestone Wealth Management first reported a position in RTX in Q4 2025 and has held it in 3 quarters since. The position peaked at $178K in Q1 2026. 1,841 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Lodestone Wealth Management held 860 shares of RTX Corp worth $163K as of Q2 2026.
  • Lodestone Wealth Management sold 62 RTX Corp shares in Q2 2026, an estimated $11.4K.
  • RTX Corp made up 0.06% of Lodestone Wealth Management's portfolio in Q2 2026, its #199 holding.
  • Lodestone Wealth Management first reported a position in RTX Corp in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's RTX Corp position peaked at $178K in Q1 2026.
  • 1,841 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.