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 Q2	$423K	Sell	2,228 -769	-26%	-$141K	0.28%	54
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Spartan Planning & Wealth Management's RTX Position: Q2 2026 in Review

Spartan Planning & Wealth Management reduced its RTX Corp (RTX) stake by 26% in Q2 2026, selling an estimated $141K and leaving 2,228 shares worth $423K. The position accounts for 0.28% of the portfolio, ranked #54.

Spartan Planning & Wealth Management first reported a position in RTX in Q1 2022 and has held it in 10 quarters since. The position peaked at $578K in Q1 2026. 3,445 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Spartan Planning & Wealth Management held 2,228 shares of RTX Corp worth $423K as of Q2 2026.
Spartan Planning & Wealth Management sold 769 RTX Corp shares in Q2 2026, an estimated $141K.
RTX Corp made up 0.28% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #54 holding.
Spartan Planning & Wealth Management first reported a position in RTX Corp in Q1 2022 and has held it in 10 quarters since.
Spartan Planning & Wealth Management's RTX Corp position peaked at $578K in Q1 2026.
3,445 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

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