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Personal CFO Solutions’s RTX Corp RTX Stock Holding History

Personal CFO Solutions’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 		$2.95M Sell
15,525
-306
-2% -$56.1K 0.43% 36
2026
Q1 		$3.05M Sell
15,831
-251
-2% -$49.9K 0.43% 39
2025
Q4 		$2.95M Sell
16,082
-39
-0.2% -$6.78K 0.47% 33
2025
Q3 		$2.7M Buy
16,121
+55
+0.3% +$8.54K 0.47% 34
2025
Q2 		$2.35M Sell
16,066
-658
-4% -$87.7K 0.43% 41
2025
Q1 		$2.22M Buy
16,724
+248
+2% +$31.4K 0.45% 41
2024
Q4 		$1.91M Sell
16,476
-134
-0.8% -$16.2K 0.38% 50
2024
Q3 		$2.01M Sell
16,610
-611
-4% -$69.7K 0.28% 71
2024
Q2 		$1.73M Sell
17,221
-5,211
-23% -$539K 0.27% 70
2024
Q1 		$2.19M Sell
22,432
-764
-3% -$69K 0.34% 56
2023
Q4 		$1.95M Buy
23,196
+3,098
+15% +$245K 0.34% 54
2023
Q3 		$1.45M Buy
20,098
+3,054
+18% +$262K 0.29% 70
2023
Q2 		$1.67M Buy
17,044
+838
+5% +$82K 0.34% 61
2023
Q1 		$1.59M Buy
16,206
+362
+2% +$35.7K 0.33% 64
2022
Q4 		$1.6M Buy
15,844
+906
+6% +$85.2K 0.34% 59
2022
Q3 		$1.22M Buy
+14,938
New +$1.35M 0.31% 61
2022
Q2 		– Sell
-13,796
Closed -$1.37M – 487
2022
Q1 		$1.37M Buy
13,796
+1,393
+11% +$132K 0.27% 68
2021
Q4 		$1.07M Buy
12,403
+3,460
+39% +$301K 0.2% 109
2021
Q3 		$769K Buy
8,943
+601
+7% +$51.4K 0.16% 134
2021
Q2 		$712K Sell
8,342
-70
-0.8% -$5.89K 0.15% 136
2021
Q1 		$650K Buy
8,412
+415
+5% +$30.3K 0.14% 134
2020
Q4 		$572K Sell
7,997
-747
-9% -$49.1K 0.14% 132
2020
Q3 		$1M Buy
8,744
+334
+4% +$20.3K 0.33% 114
2020
Q2 		$518K Buy
+8,410
New +$525K 0.15% 125
2020
Q1 		– Sell
-3,270
Closed -$308K – 353
2019
Q4 		$308K Sell
3,270
-113
-3% -$10.3K 0.09% 197
2019
Q3 		$291K Buy
+3,383
New +$281K 0.12% 209

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Personal CFO Solutions's RTX Position: Q2 2026 in Review

Personal CFO Solutions reduced its RTX Corp (RTX) stake by 1.9% in Q2 2026, selling an estimated $56.1K and leaving 15,525 shares worth $2.95M. The position accounts for 0.43% of the portfolio, ranked #36.

Personal CFO Solutions first reported a position in RTX in Q3 2019 and has held it in 26 quarters since. The position peaked at $3.05M in Q1 2026. 3,444 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Personal CFO Solutions held 15,525 shares of RTX Corp worth $2.95M as of Q2 2026.
  • Personal CFO Solutions sold 306 RTX Corp shares in Q2 2026, an estimated $56.1K.
  • RTX Corp made up 0.43% of Personal CFO Solutions's portfolio in Q2 2026, its #36 holding.
  • Personal CFO Solutions first reported a position in RTX Corp in Q3 2019 and has held it in 26 quarters since.
  • Personal CFO Solutions's RTX Corp position peaked at $3.05M in Q1 2026.
  • 3,444 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.