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

Modern 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 		$11.1M Buy
58,476
+10,784
+23% +$1.98M 0.13% 168
2026
Q1 		$9.29M Buy
47,692
+345
+0.7% +$68.6K 0.16% 141
2025
Q4 		$8.68M Buy
47,347
+1,211
+3% +$210K 0.16% 141
2025
Q3 		$7.72M Buy
46,136
+391
+0.9% +$60.7K 0.15% 146
2025
Q2 		$6.68M Buy
45,745
+2,367
+5% +$315K 0.16% 135
2025
Q1 		$5.75M Buy
43,378
+1,966
+5% +$249K 0.18% 110
2024
Q4 		$4.79M Buy
41,412
+34,640
+512% +$4.18M 0.18% 113
2024
Q3 		$821K Buy
6,772
+421
+7% +$48K 0.05% 185
2024
Q2 		$638K Buy
6,351
+182
+3% +$18.8K 0.05% 186
2024
Q1 		$602K Buy
+6,169
New +$557K 0.06% 156

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

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

Modern Wealth Management increased its RTX Corp (RTX) stake by 23% in Q2 2026, buying an estimated $1.98M and bringing the position to 58,476 shares worth $11.1M. The position accounts for 0.13% of the portfolio, ranked #168.

Modern Wealth Management first reported a position in RTX in Q1 2024 and has held it in 10 quarters since. 3,461 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Modern Wealth Management held 58,476 shares of RTX Corp worth $11.1M as of Q2 2026.
  • Modern Wealth Management bought 10,784 RTX Corp shares in Q2 2026, an estimated $1.98M.
  • RTX Corp made up 0.13% of Modern Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Modern Wealth Management first reported a position in RTX Corp in Q1 2024 and has held it in 10 quarters since.
  • 3,461 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.