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Summit Financial Wealth Advisors’s RTX Corp RTX Stock Holding History

Summit Financial 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
2026
Q2 		$15.1M Buy
79,615
+950
+1% +$174K 1.93% 16
2026
Q1 		$15.2M Sell
78,665
-21,147
-21% -$4.2M 2.15% 13
2025
Q4 		$18.3M Sell
99,812
-3,313
-3% -$576K 2.62% 11
2025
Q3 		$17.2M Buy
103,125
+210
+0.2% +$32.6K 2.67% 10
2025
Q2 		$15M Sell
102,915
-4,691
-4% -$625K 2.7% 9
2025
Q1 		$14.3M Sell
107,606
-61
-0.1% -$7.73K 2.83% 9
2024
Q4 		$14M Sell
107,667
-528
-0.5% -$63.8K 2.74% 10
2024
Q3 		$13.1M Buy
108,195
+217
+0.2% +$24.7K 2.46% 12
2024
Q2 		$10.8M Sell
107,978
-2,578
-2% -$267K 2.2% 11
2024
Q1 		$10.8M Buy
110,556
+1,044
+1% +$94.2K 2.18% 11
2023
Q4 		$9.21M Sell
109,512
-558
-0.5% -$44.2K 2.09% 15
2023
Q3 		$9.1M Sell
110,070
-4,122
-4% -$353K 2.23% 13
2023
Q2 		$11.2M Sell
114,192
-3,261
-3% -$319K 2.59% 11
2023
Q1 		$11.5M Sell
117,453
-360
-0.3% -$35.5K 2.73% 9
2022
Q4 		$11.9M Sell
117,813
-120
-0.1% -$11.3K 2.87% 10
2022
Q3 		$10.8M Buy
117,933
+1,160
+1% +$105K 3.11% 11
2022
Q2 		$11M Sell
116,773
-282
-0.2% -$27.1K 2.64% 11
2022
Q1 		$11.6M Buy
117,055
+12,534
+12% +$1.19M 2.34% 11
2021
Q4 		$9.41M Buy
104,521
+3,127
+3% +$272K 1.82% 14
2021
Q3 		$8.72M Buy
101,394
+136
+0.1% +$11.6K 1.98% 13
2021
Q2 		$8.64M Buy
101,258
+96,908
+2,228% +$8.16M 1.95% 14
2021
Q1 		$311K Sell
4,350
-275
-6% -$20.1K 0.08% 84
2020
Q4 		$266K Sell
4,625
-300
-6% -$19.7K 0.07% 88
2020
Q3 		$275K Buy
4,925
+100
+2% +$6.09K 0.07% 96
2020
Q2 		$294K Sell
4,825
-2,445
-34% -$153K 0.08% 94
2020
Q1 		$263K Buy
7,270
+1,589
+28% +$134K 0.08% 99
2019
Q4 		$540K Hold
5,681
– – 0.13% 87
2019
Q3 		$487K Hold
5,681
– – 0.12% 96
2019
Q2 		$465K Hold
5,681
– – 0.11% 103
2019
Q1 		$469K Hold
5,681
– – 0.12% 89
2018
Q4 		$381K Sell
5,681
-38,676
-87% -$3.03M 0.12% 89
2018
Q3 		$3.64M Buy
44,357
+4,235
+11% +$356K 1.09% 28
2018
Q2 		$3.18M Sell
40,122
-636
-2% -$49.8K 1.06% 31
2018
Q1 		$3.23M Buy
40,758
+6,015
+17% +$497K 1.06% 30
2017
Q4 		$2.79M Sell
34,743
-655
-2% -$49.7K 0.96% 34
2017
Q3 		$2.59M Buy
35,398
+11,854
+50% +$877K 0.94% 33
2017
Q2 		$1.81M Buy
23,544
+5,183
+28% +$388K 0.72% 44
2017
Q1 		$1.3M Buy
18,361
+6,602
+56% +$463K 0.57% 53
2016
Q4 		$811K Buy
11,759
+56
+0.5% +$3.71K 0.36% 72
2016
Q3 		$748K Buy
+11,703
New +$776K 0.32% 70
2015
Q4 		– Sell
-1,192
Closed -$66K – 197
2015
Q3 		$66K Sell
1,192
-3,168
-73% -$195K 0.04% 110
2015
Q2 		$304K Hold
4,360
– – 0.19% 74
2015
Q1 		$322K Hold
4,360
– – 0.22% 57
2014
Q4 		$316K Buy
+4,360
New +$297K 0.22% 53

Other funds holding RTX

Assenagon Asset Management
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Summit Financial Wealth Advisors's RTX Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its RTX Corp (RTX) stake by 1.2% in Q2 2026, buying an estimated $174K and bringing the position to 79,615 shares worth $15.1M. The position accounts for 1.93% of the portfolio, ranked #16.

Summit Financial Wealth Advisors first reported a position in RTX in Q4 2014 and has held it in 44 quarters since. The position peaked at $18.3M in Q4 2025. 725 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Summit Financial Wealth Advisors held 79,615 shares of RTX Corp worth $15.1M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 950 RTX Corp shares in Q2 2026, an estimated $174K.
  • RTX Corp made up 1.93% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #16 holding.
  • Summit Financial Wealth Advisors first reported a position in RTX Corp in Q4 2014 and has held it in 44 quarters since.
  • Summit Financial Wealth Advisors's RTX Corp position peaked at $18.3M in Q4 2025.
  • 725 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.