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 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 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

Phillips Wealth Planners's RTX Position: Q1 2026 in Review

Phillips Wealth Planners reduced its RTX Corp (RTX) stake by 24% in Q1 2026, selling an estimated $412K and leaving 6,518 shares worth $1.16M. The position accounts for 0.88% of the portfolio, ranked #31.

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

Phillips Wealth Planners held 6,518 shares of RTX Corp worth $1.16M as of Q1 2026.
Phillips Wealth Planners sold 2,074 RTX Corp shares in Q1 2026, an estimated $412K.
RTX Corp made up 0.88% of Phillips Wealth Planners's portfolio in Q1 2026, its #31 holding.
Phillips Wealth Planners first reported a position in RTX Corp in Q1 2023 and has held it in 12 quarters since.
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 Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.