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Perryman Financial Advisory’s RTX Corp RTX Stock Holding History

Perryman Financial Advisory’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
Q2 		$9.58M Buy
50,485
+2,597
+5% +$476K 1.27% 26
2026
Q1 		$9.24M Sell
47,888
-561
-1% -$112K 1.39% 21
2025
Q4 		$8.89M Buy
+48,449
New +$8.42M 1.3% 20

Other funds holding RTX

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Perryman Financial Advisory's RTX Position: Q2 2026 in Review

Perryman Financial Advisory increased its RTX Corp (RTX) stake by 5.4% in Q2 2026, buying an estimated $476K and bringing the position to 50,485 shares worth $9.58M. The position accounts for 1.27% of the portfolio, ranked #26.

Perryman Financial Advisory first reported a position in RTX in Q4 2025 and has held it in 3 quarters since. 1,824 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Perryman Financial Advisory held 50,485 shares of RTX Corp worth $9.58M as of Q2 2026.
  • Perryman Financial Advisory bought 2,597 RTX Corp shares in Q2 2026, an estimated $476K.
  • RTX Corp made up 1.27% of Perryman Financial Advisory's portfolio in Q2 2026, its #26 holding.
  • Perryman Financial Advisory first reported a position in RTX Corp in Q4 2025 and has held it in 3 quarters since.
  • 1,824 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.