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Marcum Wealth’s RTX Corp RTX Stock Holding History

Marcum Wealth’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
2025
Q1 		$2.61M Buy
19,733
+9,745
+98% +$1.24M 0.23% 51
2024
Q4 		$1.16M Buy
9,988
+1,229
+14% +$148K 0.1% 97
2024
Q3 		$1.06M Sell
8,759
-235
-3% -$26.8K 0.1% 102
2024
Q2 		$903K Sell
8,994
-99
-1% -$10.2K 0.09% 112
2024
Q1 		$887K Buy
9,093
+369
+4% +$33.3K 0.09% 118
2023
Q4 		$734K Sell
8,724
-255
-3% -$20.2K 0.08% 132
2023
Q3 		$646K Sell
8,979
-3,160
-26% -$271K 0.08% 137
2023
Q2 		$1.19M Sell
12,139
-163
-1% -$16K 0.14% 82
2023
Q1 		$1.2M Sell
12,302
-922
-7% -$90.8K 0.15% 74
2022
Q4 		$1.33M Sell
13,224
-1,943
-13% -$183K 0.18% 63
2022
Q3 		$1.24M Buy
15,167
+280
+2% +$25.3K 0.19% 62
2022
Q2 		$1.43M Buy
14,887
+183
+1% +$17.6K 0.21% 61
2022
Q1 		$1.46M Buy
14,704
+794
+6% +$75.3K 0.2% 68
2021
Q4 		$1.2M Sell
13,910
-109
-0.8% -$9.5K 0.17% 89
2021
Q3 		$1.21M Buy
14,019
+102
+0.7% +$8.72K 0.19% 77
2021
Q2 		$1.19M Buy
13,917
+900
+7% +$75.7K 0.19% 73
2021
Q1 		$1.01M Buy
13,017
+8,411
+183% +$614K 0.17% 88
2020
Q4 		$329K Sell
4,606
-1,053
-19% -$69.2K 0.08% 97
2020
Q3 		$326K Sell
5,659
-2,145
-27% -$131K 0.1% 75
2020
Q2 		$481K Buy
+7,804
New +$487K 0.15% 53

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marcum Wealth's RTX Position: Q1 2025 in Review

Marcum Wealth increased its RTX Corp (RTX) stake by 98% in Q1 2025, buying an estimated $1.24M and bringing the position to 19,733 shares worth $2.61M. The position accounts for 0.23% of the portfolio, ranked #51.

Marcum Wealth first reported a position in RTX in Q2 2020 and has held it in 20 quarters since. 2,914 funds tracked by Wall St. Rank hold RTX as of Q1 2025.

  • Marcum Wealth held 19,733 shares of RTX Corp worth $2.61M as of Q1 2025.
  • Marcum Wealth bought 9,745 RTX Corp shares in Q1 2025, an estimated $1.24M.
  • RTX Corp made up 0.23% of Marcum Wealth's portfolio in Q1 2025, its #51 holding.
  • Marcum Wealth first reported a position in RTX Corp in Q2 2020 and has held it in 20 quarters since.
  • 2,914 funds tracked by Wall St. Rank held RTX Corp as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.