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Obermeyer Wealth Partners’s RTX Corp RTX Stock Holding History

Obermeyer Wealth Partners’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 		$50.7M Sell
262,779
-435
-0.2% -$86.5K 2.33% 18
2025
Q4 		$48.3M Sell
263,214
-9,769
-4% -$1.7M 2.21% 17
2025
Q3 		$45.7M Sell
272,983
-1,259
-0.5% -$195K 2.14% 16
2025
Q2 		$40M Sell
274,242
-4,340
-2% -$578K 1.99% 16
2025
Q1 		$36.9M Sell
278,582
-5,662
-2% -$718K 1.97% 16
2024
Q4 		$32.9M Buy
284,244
+1,489
+0.5% +$180K 1.71% 20
2024
Q3 		$34.3M Sell
282,755
-5,478
-2% -$625K 1.83% 18
2024
Q2 		$28.9M Buy
288,233
+852
+0.3% +$88.1K 1.66% 20
2024
Q1 		$28M Buy
287,381
+28,535
+11% +$2.58M 1.65% 22
2023
Q4 		$21.8M Buy
258,846
+247,694
+2,221% +$19.6M 1.49% 24
2023
Q3 		$803K Buy
11,152
+241
+2% +$20.6K 0.06% 80
2023
Q2 		$1.07M Buy
10,911
+71
+0.7% +$6.95K 0.08% 66
2023
Q1 		$1.06M Sell
10,840
-3,323
-23% -$327K 0.08% 68
2022
Q4 		$1.43M Buy
14,163
+181
+1% +$17K 0.11% 62
2022
Q3 		$1.15M Buy
13,982
+3,900
+39% +$353K 0.09% 64
2022
Q2 		$969K Hold
10,082
– – 0.07% 72
2022
Q1 		$999K Hold
10,082
– – 0.06% 74
2021
Q4 		$868K Sell
10,082
-2,134
-17% -$186K 0.05% 85
2021
Q3 		$1.05M Buy
12,216
+933
+8% +$79.8K 0.06% 73
2021
Q2 		$963K Buy
11,283
+50
+0.4% +$4.21K 0.05% 82
2021
Q1 		$868K Buy
11,233
+4,160
+59% +$304K 0.05% 83
2020
Q4 		$506K Sell
7,073
-190
-3% -$12.5K 0.03% 88
2020
Q3 		$418K Buy
7,263
+346
+5% +$21.1K 0.03% 95
2020
Q2 		$426K Buy
6,917
+2,333
+51% +$146K 0.04% 86
2020
Q1 		$272K Sell
4,584
-69
-1% -$5.84K 0.03% 98
2019
Q4 		$438K Sell
4,653
-89
-2% -$8.07K 0.04% 80
2019
Q3 		$407K Buy
4,742
+218
+5% +$18.1K 0.04% 84
2019
Q2 		$371K Hold
4,524
– – 0.03% 91
2019
Q1 		$367K Sell
4,524
-199
-4% -$15.1K 0.03% 88
2018
Q4 		$316K Hold
4,723
– – 0.03% 91
2018
Q3 		$416K Sell
4,723
-1,247
-21% -$105K 0.04% 85
2018
Q2 		$470K Sell
5,970
-159
-3% -$12.5K 0.04% 74
2018
Q1 		$485K Sell
6,129
-176
-3% -$14.5K 0.04% 75
2017
Q4 		$506K Hold
6,305
– – 0.04% 82
2017
Q3 		$461K Sell
6,305
-80
-1% -$5.92K 0.04% 82
2017
Q2 		$491K Sell
6,385
-2,304
-27% -$173K 0.04% 81
2017
Q1 		$614K Sell
8,689
-2,051
-19% -$144K 0.06% 69
2016
Q4 		$741K Buy
10,740
+299
+3% +$19.8K 0.07% 64
2016
Q3 		$668K Hold
10,441
– – 0.06% 64
2016
Q2 		$674K Buy
10,441
+753
+8% +$48.2K 0.07% 62
2016
Q1 		$610K Hold
9,688
– – 0.06% 64
2015
Q4 		$586K Hold
9,688
– – 0.05% 62
2015
Q3 		$543K Sell
9,688
-598
-6% -$36.8K 0.06% 66
2015
Q2 		$718K Hold
10,286
– – 0.06% 68
2015
Q1 		$759K Hold
10,286
– – 0.06% 76
2014
Q4 		$744K Buy
10,286
+3,464
+51% +$236K 0.07% 81
2014
Q3 		$453K Buy
6,822
+159
+2% +$10.9K 0.11% 42
2014
Q2 		$484K Hold
6,663
– – 0.12% 40
2014
Q1 		$490K Hold
6,663
– – 0.12% 40
2013
Q4 		$477K Hold
6,663
– – 0.12% 41
2013
Q3 		$452K Buy
6,663
+88
+1% +$5.76K 0.13% 41
2013
Q2 		$385K Buy
+6,575
New +$389K 0.11% 41

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

Obermeyer Wealth Partners's RTX Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its RTX Corp (RTX) stake by 0.17% in Q1 2026, selling an estimated $86.5K and leaving 262,779 shares worth $50.7M. The position accounts for 2.33% of the portfolio, ranked #18.

Obermeyer Wealth Partners first reported a position in RTX in Q2 2013 and has held it in 52 quarters since. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Obermeyer Wealth Partners held 262,779 shares of RTX Corp worth $50.7M as of Q1 2026.
  • Obermeyer Wealth Partners sold 435 RTX Corp shares in Q1 2026, an estimated $86.5K.
  • RTX Corp made up 2.33% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • Obermeyer Wealth Partners first reported a position in RTX Corp in Q2 2013 and has held it in 52 quarters since.
  • 3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.