Sterling Financial Planning’s RTX Corp RTX Stock Holding History

Sterling Financial Planning’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	$1.01M	Hold	5,242	–	–	0.3%	52
2025 Q4	$961K	Hold	5,242	–	–	0.29%	51
2025 Q3	$877K	Sell	5,242 -7,415	-59%	-$1.15M	0.28%	53
2025 Q2	$995K	Buy	12,657 +7,298	+136%	+$972K	0.33%	51
2025 Q1	$710K	Buy	5,359 +175	+3%	+$22.2K	0.26%	55
2024 Q4	$600K	Buy	5,184 +27	+0.5%	+$3.26K	0.22%	59
2024 Q3	$625K	Hold	5,157	–	–	0.23%	61
2024 Q2	$518K	Hold	5,157	–	–	0.21%	64
2024 Q1	$503K	Hold	5,157	–	–	0.2%	70
2023 Q4	$434K	Buy	+5,157	New	+$408K	0.19%	75
2021 Q4	–	Sell	-157	Closed	-$13K	–	329
2021 Q3	$13K	Hold	157	–	–	0.01%	296
2021 Q2	$13K	Sell	157 -621	-80%	-$52.3K	0.01%	283
2021 Q1	$60K	Hold	778	–	–	0.04%	138
2020 Q4	$56K	Buy	+778	New	+$51.1K	0.05%	134

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

Sterling Financial Planning's RTX Position: Q1 2026 in Review

Sterling Financial Planning held its RTX Corp (RTX) position steady in Q1 2026 at 5,242 shares worth $1.01M. The position accounts for 0.3% of the portfolio, ranked #52.

Sterling Financial Planning first reported a position in RTX in Q4 2020 and has held it in 14 quarters since. 3,453 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Sterling Financial Planning held 5,242 shares of RTX Corp worth $1.01M as of Q1 2026.
Sterling Financial Planning left its RTX Corp share count unchanged in Q1 2026.
RTX Corp made up 0.3% of Sterling Financial Planning's portfolio in Q1 2026, its #52 holding.
Sterling Financial Planning first reported a position in RTX Corp in Q4 2020 and has held it in 14 quarters since.
3,453 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.