Peak Asset Management’s RTX Corp RTX Stock Holding History

Peak Asset 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
2025 Q2	–	Sell	-126,062	Closed	-$16.7M	–	151
2025 Q1	$16.7M	Sell	126,062 -887	-0.7%	-$112K	3.18%	10
2024 Q4	$14.7M	Sell	126,949 -1,572	-1%	-$190K	2.72%	11
2024 Q3	$15.6M	Sell	128,521 -7,812	-6%	-$891K	2.93%	12
2024 Q2	$13.7M	Buy	136,333 +340	+0.3%	+$35.2K	2.68%	13
2024 Q1	$13.3M	Buy	135,993 +1,545	+1%	+$139K	2.63%	14
2023 Q4	$11.3M	Buy	134,448 +5,695	+4%	+$451K	2.49%	14
2023 Q3	$9.27M	Buy	128,753 +11,702	+10%	+$1M	2.24%	16
2023 Q2	$11.5M	Buy	117,051 +421	+0.4%	+$41.2K	2.65%	12
2023 Q1	$11.4M	Sell	116,630 -580	-0.5%	-$57.1K	2.79%	12
2022 Q4	$11.8M	Sell	117,210 -2,833	-2%	-$266K	3.08%	9
2022 Q3	$9.83M	Buy	120,043 +1,371	+1%	+$124K	2.8%	10
2022 Q2	$11.4M	Sell	118,672 -5,159	-4%	-$496K	3.12%	8
2022 Q1	$12.3M	Buy	123,831 +574	+0.5%	+$54.4K	2.85%	9
2021 Q4	$10.6M	Buy	123,257 +404	+0.3%	+$35.2K	2.45%	16
2021 Q3	$10.6M	Buy	122,853 +1,866	+2%	+$160K	2.6%	15
2021 Q2	$10.3M	Sell	120,987 -4,938	-4%	-$416K	2.57%	15
2021 Q1	$9.73M	Buy	125,925 +1,727	+1%	+$126K	2.35%	17
2020 Q4	$8.88M	Buy	124,198 +351	+0.3%	+$23.1K	2.32%	16
2020 Q3	$7.13M	Buy	123,847 +18,449	+18%	+$1.12M	2.13%	20
2020 Q2	$6.5M	Buy	+105,398	New	+$6.58M	2.07%	20

Other funds holding RTX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Bank of America

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