SFMG Wealth Advisors’s RTX Corp RTX Stock Holding History

SFMG Wealth Advisors’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
2018 Q2	–	Sell	-15,890	Closed	-$1K	–	167
2018 Q1	$1K	Buy	+15,890	New	+$1.31M	﹤0.01%	156

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

SFMG Wealth Advisors's RTX Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its RTX Corp (RTX) stake by 1.6% in Q1 2026, selling an estimated $227K and leaving 69,847 shares worth $13.5M. The position accounts for 0.91% of the portfolio, ranked #20.

SFMG Wealth Advisors first reported a position in RTX in Q3 2015 and has held it in 38 quarters since. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

SFMG Wealth Advisors held 69,847 shares of RTX Corp worth $13.5M as of Q1 2026.
SFMG Wealth Advisors sold 1,142 RTX Corp shares in Q1 2026, an estimated $227K.
RTX Corp made up 0.91% of SFMG Wealth Advisors's portfolio in Q1 2026, its #20 holding.
SFMG Wealth Advisors first reported a position in RTX Corp in Q3 2015 and has held it in 38 quarters since.
3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.