MWM
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MBE Wealth Management’s RTX Corp RTX Stock Holding History

MBE 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 		$414K Buy
2,182
+23
+1% +$4.22K 0.15% 97
2026
Q1 		$416K Sell
2,159
-11
-0.5% -$2.19K 0.17% 84
2025
Q4 		$398K Hold
2,170
– – 0.17% 77
2025
Q3 		$363K Buy
2,170
+216
+11% +$33.5K 0.16% 81
2025
Q2 		$285K Buy
1,954
+1
+0.1% +$133 0.12% 100
2025
Q1 		$259K Sell
1,953
-16
-0.8% -$2.03K 0.12% 100
2024
Q4 		$228K Hold
1,969
– – 0.13% 88
2024
Q3 		$239K Buy
+1,969
New +$225K 0.13% 86
2020
Q2 		– Sell
-1,193
Closed -$70K – 408
2020
Q1 		$70K Buy
+1,193
New +$101K 0.07% 92

Other funds holding RTX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

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

MBE Wealth Management increased its RTX Corp (RTX) stake by 1.1% in Q2 2026, buying an estimated $4.22K and bringing the position to 2,182 shares worth $414K. The position accounts for 0.15% of the portfolio, ranked #97.

MBE Wealth Management first reported a position in RTX in Q1 2020 and has held it in 9 quarters since. The position peaked at $416K in Q1 2026. 1,581 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • MBE Wealth Management held 2,182 shares of RTX Corp worth $414K as of Q2 2026.
  • MBE Wealth Management bought 23 RTX Corp shares in Q2 2026, an estimated $4.22K.
  • RTX Corp made up 0.15% of MBE Wealth Management's portfolio in Q2 2026, its #97 holding.
  • MBE Wealth Management first reported a position in RTX Corp in Q1 2020 and has held it in 9 quarters since.
  • MBE Wealth Management's RTX Corp position peaked at $416K in Q1 2026.
  • 1,581 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

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