Perfromance Wealth Partners’s RTX Corp RTX Stock Holding History

Perfromance 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	$614K	Sell	3,185 -259	-8%	-$51.5K	0.02%	110
2025 Q4	$632K	Buy	3,444 +79	+2%	+$13.7K	0.02%	109
2025 Q3	$563K	Buy	3,365 +10	+0.3%	+$1.55K	0.02%	108
2025 Q2	$490K	Sell	3,355 -12	-0.4%	-$1.6K	0.02%	108
2025 Q1	$446K	Sell	3,367 -99	-3%	-$12.6K	0.02%	101
2024 Q4	$401K	Buy	3,466 +54	+2%	+$6.52K	0.01%	114
2024 Q3	$413K	Buy	3,412 +1,256	+58%	+$143K	0.01%	116
2024 Q2	$216K	Buy	+2,156	New	+$223K	0.01%	150

Other funds holding RTX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Perfromance Wealth Partners reduced its RTX Corp (RTX) stake by 7.5% in Q1 2026, selling an estimated $51.5K and leaving 3,185 shares worth $614K. The position accounts for 0.02% of the portfolio, ranked #110.

Perfromance Wealth Partners first reported a position in RTX in Q2 2024 and has held it in 8 quarters since. The position peaked at $632K in Q4 2025. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Perfromance Wealth Partners held 3,185 shares of RTX Corp worth $614K as of Q1 2026.
Perfromance Wealth Partners sold 259 RTX Corp shares in Q1 2026, an estimated $51.5K.
RTX Corp made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #110 holding.
Perfromance Wealth Partners first reported a position in RTX Corp in Q2 2024 and has held it in 8 quarters since.
Perfromance Wealth Partners's RTX Corp position peaked at $632K in Q4 2025.
3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.