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SFG Wealth Management’s RTX Corp RTX Stock Holding History

SFG Wealth Management’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 		$419K Sell
2,210
-27
-1% -$4.95K 0.15% 88
2026
Q1 		$432K Buy
2,237
+682
+44% +$136K 0.18% 68
2025
Q4 		$285K Hold
1,555
– – 0.11% 108
2025
Q3 		$260K Buy
+1,555
New +$241K 0.11% 118
2025
Q1 		– Sell
-2,098
Closed -$243K – 129
2024
Q4 		$243K Buy
2,098
+20
+1% +$2.42K 0.13% 85
2024
Q3 		$252K Sell
2,078
-1,289
-38% -$147K 0.13% 81
2024
Q2 		$338K Sell
3,367
-15
-0.4% -$1.55K 0.19% 72
2024
Q1 		$330K Buy
3,382
+11
+0.3% +$993 0.2% 70
2023
Q4 		$284K Buy
3,371
+1
+0% +$79 0.19% 77
2023
Q3 		$243K Buy
+3,370
New +$289K 0.19% 78

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

SFG Wealth Management's RTX Position: Q2 2026 in Review

SFG Wealth Management reduced its RTX Corp (RTX) stake by 1.2% in Q2 2026, selling an estimated $4.95K and leaving 2,210 shares worth $419K. The position accounts for 0.15% of the portfolio, ranked #88.

SFG Wealth Management first reported a position in RTX in Q3 2023 and has held it in 10 quarters since. The position peaked at $432K in Q1 2026. 3,441 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • SFG Wealth Management held 2,210 shares of RTX Corp worth $419K as of Q2 2026.
  • SFG Wealth Management sold 27 RTX Corp shares in Q2 2026, an estimated $4.95K.
  • RTX Corp made up 0.15% of SFG Wealth Management's portfolio in Q2 2026, its #88 holding.
  • SFG Wealth Management first reported a position in RTX Corp in Q3 2023 and has held it in 10 quarters since.
  • SFG Wealth Management's RTX Corp position peaked at $432K in Q1 2026.
  • 3,441 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.