Peak Planning Group’s RTX Corp RTX Stock Holding History

Peak Planning 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	-1,479	Closed	-$271K	–	123
2025 Q4	$271K	Buy	1,479 +48	+3%	+$8.34K	0.08%	101
2025 Q3	$240K	Hold	1,431	–	–	0.12%	81
2025 Q2	$209K	Buy	+1,431	New	+$191K	0.13%	88

Other funds holding RTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Peak Planning Group's RTX Position: Q1 2026 in Review

Peak Planning Group sold out of RTX Corp (RTX) in Q1 2026, closing a stake of 1,479 shares — an estimated $271K sold.

Peak Planning Group first reported a position in RTX in Q2 2025 and held it in 3 quarters. The position peaked at $271K in Q4 2025. 3,468 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Peak Planning Group reported no remaining RTX Corp position as of Q1 2026 after selling out during the quarter.
Peak Planning Group sold 1,479 RTX Corp shares in Q1 2026, an estimated $271K.
Peak Planning Group first reported a position in RTX Corp in Q2 2025 and held it in 3 quarters.
Peak Planning Group's RTX Corp position peaked at $271K in Q4 2025.
3,468 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Peak Planning Group's 13F filing for Q1 2026, filed 22 Apr 2026.