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Phillips Wealth Planners’s RTX Corp RTX Stock Holding History

Phillips Wealth Planners’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 		– Sell
-6,518
Closed -$1.16M – 224
2026
Q1 		$1.16M Sell
6,518
-2,074
-24% -$412K 0.88% 31
2025
Q4 		$1.7M Buy
8,592
+341
+4% +$59.2K 1.36% 10
2025
Q3 		$1.39M Sell
8,251
-959
-10% -$149K 1.16% 16
2025
Q2 		$1.33M Buy
9,210
+1,733
+23% +$231K 1.21% 15
2025
Q1 		$959K Buy
7,477
+3,242
+77% +$411K 1.01% 25
2024
Q4 		$487K Buy
4,235
+829
+24% +$100K 0.49% 68
2024
Q3 		$430K Buy
3,406
+243
+8% +$27.7K 0.41% 78
2024
Q2 		$318K Buy
3,163
+130
+4% +$13.4K 0.34% 105
2024
Q1 		$306K Buy
3,033
+64
+2% +$5.78K 0.35% 104
2023
Q4 		$254K Sell
2,969
-345
-10% -$27.3K 0.31% 125
2023
Q3 		$245K Buy
+3,314
New +$284K 0.33% 119
2023
Q2 		– Sell
-8,275
Closed -$830K – 155
2023
Q1 		$830K Buy
+8,275
New +$815K 1.1% 25

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

Phillips Wealth Planners's RTX Position: Q2 2026 in Review

Phillips Wealth Planners sold out of RTX Corp (RTX) in Q2 2026, closing a stake of 6,518 shares — an estimated $1.16M sold.

Phillips Wealth Planners first reported a position in RTX in Q1 2023 and held it in 12 quarters. The position peaked at $1.7M in Q4 2025. 3,445 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Phillips Wealth Planners reported no remaining RTX Corp position as of Q2 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 6,518 RTX Corp shares in Q2 2026, an estimated $1.16M.
  • Phillips Wealth Planners first reported a position in RTX Corp in Q1 2023 and held it in 12 quarters.
  • Phillips Wealth Planners's RTX Corp position peaked at $1.7M in Q4 2025.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.