Mowery & Schoenfeld Wealth Management’s RTX Corp RTX Stock Holding History

Mowery & Schoenfeld 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 Q1	$234K	Sell	1,215 -125	-9%	-$24.9K	0.36%	47
2025 Q4	$246K	Buy	1,340 +125	+10%	+$21.7K	0.36%	43
2025 Q3	$203K	Sell	1,215 -100	-8%	-$15.5K	0.35%	52
2025 Q2	$192K	Sell	1,315 -40	-3%	-$5.33K	0.29%	51
2025 Q1	$179K	Buy	1,355 +40	+3%	+$5.07K	0.35%	52
2024 Q4	$152K	Buy	1,315 +801	+156%	+$96.8K	0.3%	55
2024 Q3	$62.3K	Buy	514 +86	+20%	+$9.81K	0.1%	86
2024 Q2	$43K	Buy	428 +288	+206%	+$29.8K	0.06%	107
2024 Q1	$13.7K	Hold	140	–	–	0.03%	111
2023 Q4	$11.8K	Buy	+140	New	+$11.1K	0.02%	107

Other funds holding RTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's RTX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its RTX Corp (RTX) stake by 9.3% in Q1 2026, selling an estimated $24.9K and leaving 1,215 shares worth $234K. The position accounts for 0.36% of the portfolio, ranked #47.

Mowery & Schoenfeld Wealth Management first reported a position in RTX in Q4 2023 and has held it in 10 quarters since. The position peaked at $246K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 1,215 shares of RTX Corp worth $234K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 125 RTX Corp shares in Q1 2026, an estimated $24.9K.
RTX Corp made up 0.36% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #47 holding.
Mowery & Schoenfeld Wealth Management first reported a position in RTX Corp in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's RTX Corp position peaked at $246K in Q4 2025.
3,451 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.