Smallwood Wealth Investment Management’s RTX Corp RTX Stock Holding History

Smallwood Wealth Investment 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	$188K	Hold	991	–	–	0.08%	99
2026 Q1	$191K	Hold	991	–	–	0.1%	80
2025 Q4	$182K	Hold	991	–	–	0.1%	87
2025 Q3	$166K	Sell	991 -7	-0.7%	-$1.09K	0.08%	91
2025 Q2	$146K	Buy	998 +7	+0.7%	+$933	0.08%	93
2025 Q1	$131K	Buy	+991	New	+$126K	0.08%	95

Other funds holding RTX

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AAS

AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Smallwood Wealth Investment Management's RTX Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its RTX Corp (RTX) position steady in Q2 2026 at 991 shares worth $188K. The position accounts for 0.08% of the portfolio, ranked #99.

Smallwood Wealth Investment Management first reported a position in RTX in Q1 2025 and has held it in 6 quarters since. The position peaked at $191K in Q1 2026. 1,390 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Smallwood Wealth Investment Management held 991 shares of RTX Corp worth $188K as of Q2 2026.
Smallwood Wealth Investment Management left its RTX Corp share count unchanged in Q2 2026.
RTX Corp made up 0.08% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #99 holding.
Smallwood Wealth Investment Management first reported a position in RTX Corp in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's RTX Corp position peaked at $191K in Q1 2026.
1,390 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.