NWMG
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National Wealth Management Group’s RTX Corp RTX Stock Holding History

National Wealth Management Group’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 		– Sell
-1,142
Closed -$209K – 251
2025
Q4 		$209K Buy
+1,142
New +$198K 0.07% 235

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Wealth Management Group's RTX Position: Q1 2026 in Review

National Wealth Management Group sold out of RTX Corp (RTX) in Q1 2026, closing a stake of 1,142 shares — an estimated $209K sold.

National Wealth Management Group first reported a position in RTX in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 3,451 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • National Wealth Management Group reported no remaining RTX Corp position as of Q1 2026 after selling out during the quarter.
  • National Wealth Management Group sold 1,142 RTX Corp shares in Q1 2026, an estimated $209K.
  • National Wealth Management Group first reported a position in RTX Corp in Q4 2025 and held it in 1 quarter.
  • National Wealth Management Group's RTX Corp position peaked at $209K in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on National Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.