SIAG
RTX icon

Safeguard Investment Advisory Group’s RTX Corp RTX Stock Holding History

Safeguard Investment Advisory Group’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 		$428K Buy
2,216
+6
+0.3% +$1.19K 0.12% 78
2025
Q4 		$405K Buy
2,210
+254
+13% +$44.1K 0.1% 82
2025
Q3 		$327K Sell
1,956
-43
-2% -$6.67K 0.08% 99
2025
Q2 		$292K Buy
1,999
+169
+9% +$22.5K 0.07% 106
2025
Q1 		$242K Buy
1,830
+67
+4% +$8.49K 0.07% 116
2024
Q4 		$204K Buy
+1,763
New +$213K 0.06% 112
2024
Q2 		– Sell
-2,333
Closed -$228K – 116
2024
Q1 		$228K Sell
2,333
-518
-18% -$46.8K 0.08% 91
2023
Q4 		$240K Sell
2,851
-23
-0.8% -$1.82K 0.09% 83
2023
Q3 		$207K Sell
2,874
-90
-3% -$7.71K 0.09% 88
2023
Q2 		$290K Sell
2,964
-817
-22% -$80K 0.12% 73
2023
Q1 		$370K Sell
3,781
-972
-20% -$95.7K 0.18% 66
2022
Q4 		$480K Buy
4,753
+465
+11% +$43.7K 0.3% 49
2022
Q3 		$351K Buy
+4,288
New +$388K 0.24% 60
2021
Q1 		– Sell
-842
Closed -$60K – 579
2020
Q4 		$60K Buy
+842
New +$55.3K 0.05% 179

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Safeguard Investment Advisory Group's RTX Position: Q1 2026 in Review

Safeguard Investment Advisory Group increased its RTX Corp (RTX) stake by 0.27% in Q1 2026, buying an estimated $1.19K and bringing the position to 2,216 shares worth $428K. The position accounts for 0.12% of the portfolio, ranked #78.

Safeguard Investment Advisory Group first reported a position in RTX in Q4 2020 and has held it in 14 quarters since. The position peaked at $480K in Q4 2022. 3,453 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Safeguard Investment Advisory Group held 2,216 shares of RTX Corp worth $428K as of Q1 2026.
  • Safeguard Investment Advisory Group bought 6 RTX Corp shares in Q1 2026, an estimated $1.19K.
  • RTX Corp made up 0.12% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #78 holding.
  • Safeguard Investment Advisory Group first reported a position in RTX Corp in Q4 2020 and has held it in 14 quarters since.
  • Safeguard Investment Advisory Group's RTX Corp position peaked at $480K in Q4 2022.
  • 3,453 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.