Morris Financial Concepts’s RTX Corp RTX Stock Holding History

Morris Financial Concepts’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	$371K	Sell	1,957 -57	-3%	-$10.5K	0.11%	96
2026 Q1	$389K	Buy	2,014 +40	+2%	+$7.95K	0.13%	90
2025 Q4	$362K	Hold	1,974	–	–	0.13%	89
2025 Q3	$330K	Sell	1,974 -106	-5%	-$16.5K	0.12%	97
2025 Q2	$304K	Hold	2,080	–	–	0.12%	97
2025 Q1	$276K	Hold	2,080	–	–	0.12%	105
2024 Q4	$241K	Buy	2,080 +400	+24%	+$48.3K	0.1%	111
2024 Q3	$204K	Buy	+1,680	New	+$192K	0.09%	118
2023 Q1	–	Sell	-2,087	Closed	-$211K	–	154
2022 Q4	$211K	Buy	+2,087	New	+$196K	0.17%	75
2022 Q3	–	Sell	-2,360	Closed	-$227K	–	127
2022 Q2	$227K	Hold	2,360	–	–	0.22%	62
2022 Q1	$234K	Hold	2,360	–	–	0.2%	63
2021 Q4	$203K	Buy	+2,360	New	+$206K	0.17%	65

Other funds holding RTX

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Morris Financial Concepts's RTX Position: Q2 2026 in Review

Morris Financial Concepts reduced its RTX Corp (RTX) stake by 2.8% in Q2 2026, selling an estimated $10.5K and leaving 1,957 shares worth $371K. The position accounts for 0.11% of the portfolio, ranked #96.

Morris Financial Concepts first reported a position in RTX in Q4 2021 and has held it in 12 quarters since. The position peaked at $389K in Q1 2026. 1,872 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Morris Financial Concepts held 1,957 shares of RTX Corp worth $371K as of Q2 2026.
Morris Financial Concepts sold 57 RTX Corp shares in Q2 2026, an estimated $10.5K.
RTX Corp made up 0.11% of Morris Financial Concepts's portfolio in Q2 2026, its #96 holding.
Morris Financial Concepts first reported a position in RTX Corp in Q4 2021 and has held it in 12 quarters since.
Morris Financial Concepts's RTX Corp position peaked at $389K in Q1 2026.
1,872 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.