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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
Q2 		$231K Hold
1,215
– – 0.31% 53
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
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

Mowery & Schoenfeld Wealth Management's RTX Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its RTX Corp (RTX) position steady in Q2 2026 at 1,215 shares worth $231K. The position accounts for 0.31% of the portfolio, ranked #53.

Mowery & Schoenfeld Wealth Management first reported a position in RTX in Q4 2023 and has held it in 11 quarters since. The position peaked at $246K in Q4 2025. 3,461 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 1,215 shares of RTX Corp worth $231K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its RTX Corp share count unchanged in Q2 2026.
  • RTX Corp made up 0.31% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in RTX Corp in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's RTX Corp position peaked at $246K in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.