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Morton Brown Family Wealth’s RTX Corp RTX Stock Holding History

Morton Brown Family 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
2026
Q2 		$203K Buy
1,072
+12
+1% +$2.2K 0.05% 72
2026
Q1 		$204K Sell
1,060
-4
-0.4% -$795 0.05% 65
2025
Q4 		$195K Sell
1,064
-44
-4% -$7.64K 0.05% 63
2025
Q3 		$185K Sell
1,108
-51
-4% -$7.92K 0.05% 61
2025
Q2 		$169K Buy
1,159
+51
+5% +$6.79K 0.05% 61
2025
Q1 		$147K Sell
1,108
-77
-6% -$9.76K 0.05% 67
2024
Q4 		$137K Sell
1,185
-2
-0.2% -$242 0.05% 71
2024
Q3 		$144K Buy
1,187
+175
+17% +$20K 0.05% 63
2024
Q2 		$105K Buy
1,012
+31
+3% +$3.21K 0.04% 71
2024
Q1 		$95.6K Sell
981
-37
-4% -$3.34K 0.04% 71
2023
Q4 		$85.7K Buy
1,018
+200
+24% +$15.8K 0.04% 76
2023
Q3 		$58.9K Sell
818
-10
-1% -$856 0.03% 73
2023
Q2 		$81.1K Sell
828
-5
-0.6% -$490 0.04% 64
2023
Q1 		$81.6K Hold
833
– – 0.05% 65
2022
Q4 		$84.1K Sell
833
-101
-11% -$9.5K 0.06% 66
2022
Q3 		$76K Sell
934
-24
-3% -$2.17K 0.06% 60
2022
Q2 		$92K Buy
958
+101
+12% +$9.71K 0.07% 56
2022
Q1 		$85K Hold
857
– – 0.06% 58
2021
Q4 		$74K Buy
+857
New +$74.7K 0.06% 62

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Morton Brown Family Wealth's RTX Position: Q2 2026 in Review

Morton Brown Family Wealth increased its RTX Corp (RTX) stake by 1.1% in Q2 2026, buying an estimated $2.2K and bringing the position to 1,072 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #72.

Morton Brown Family Wealth first reported a position in RTX in Q4 2021 and has held it in 19 quarters since. The position peaked at $204K in Q1 2026. 1,866 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Morton Brown Family Wealth held 1,072 shares of RTX Corp worth $203K as of Q2 2026.
  • Morton Brown Family Wealth bought 12 RTX Corp shares in Q2 2026, an estimated $2.2K.
  • RTX Corp made up 0.05% of Morton Brown Family Wealth's portfolio in Q2 2026, its #72 holding.
  • Morton Brown Family Wealth first reported a position in RTX Corp in Q4 2021 and has held it in 19 quarters since.
  • Morton Brown Family Wealth's RTX Corp position peaked at $204K in Q1 2026.
  • 1,866 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.