Spartan Planning & Wealth Management’s RTX Corp RTX Stock Holding History

Spartan Planning & 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 Q1	$578K	Buy	2,997 +287	+11%	+$57.1K	0.43%	34
2025 Q4	$497K	Buy	2,710 +285	+12%	+$49.5K	0.37%	42
2025 Q3	$406K	Sell	2,425 -169	-7%	-$26.2K	0.32%	51
2025 Q2	$379K	Buy	2,594 +276	+12%	+$36.8K	0.32%	54
2025 Q1	$307K	Buy	2,318 +381	+20%	+$48.3K	0.3%	51
2024 Q4	$224K	Buy	+1,937	New	+$234K	0.2%	68
2023 Q4	$92.4K	Buy	+1,098	New	+$86.9K	0.1%	104
2022 Q4	$84.6K	Buy	+838	New	+$78.8K	0.11%	86
2022 Q2	–	Sell	-669	Closed	-$66K	–	144
2022 Q1	$66K	Buy	+669	New	+$63.4K	0.08%	79

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

Spartan Planning & Wealth Management's RTX Position: Q1 2026 in Review

Spartan Planning & Wealth Management increased its RTX Corp (RTX) stake by 11% in Q1 2026, buying an estimated $57.1K and bringing the position to 2,997 shares worth $578K. The position accounts for 0.43% of the portfolio, ranked #34.

Spartan Planning & Wealth Management first reported a position in RTX in Q1 2022 and has held it in 9 quarters since. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Spartan Planning & Wealth Management held 2,997 shares of RTX Corp worth $578K as of Q1 2026.
Spartan Planning & Wealth Management bought 287 RTX Corp shares in Q1 2026, an estimated $57.1K.
RTX Corp made up 0.43% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #34 holding.
Spartan Planning & Wealth Management first reported a position in RTX Corp in Q1 2022 and has held it in 9 quarters since.
3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.