Summit Wealth Group’s RTX Corp RTX Stock Holding History

Summit Wealth Group’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	$493K	Hold	2,558	–	–	0.11%	75
2025 Q4	$469K	Buy	2,558 +112	+5%	+$19.5K	0.11%	75
2025 Q3	$409K	Hold	2,446	–	–	0.1%	77
2025 Q2	$357K	Hold	2,446	–	–	0.09%	76
2025 Q1	$324K	Sell	2,446 -46	-2%	-$5.83K	0.09%	77
2024 Q4	$288K	Sell	2,492 -24	-1%	-$2.9K	0.08%	77
2024 Q3	$305K	Hold	2,516	–	–	0.09%	76
2024 Q2	$253K	Buy	2,516 +15	+0.6%	+$1.55K	0.08%	79
2024 Q1	$244K	Hold	2,501	–	–	0.17%	40
2023 Q4	$210K	Buy	+2,501	New	+$198K	0.16%	40
2023 Q3	–	Sell	-2,055	Closed	-$201K	–	63
2023 Q2	$201K	Sell	2,055 -199,191	-99%	-$19.5M	0.08%	76
2023 Q1	$2K	Buy	+201,246	New	+$19.8M	0.05%	100

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

Summit Wealth Group's RTX Position: Q1 2026 in Review

Summit Wealth Group held its RTX Corp (RTX) position steady in Q1 2026 at 2,558 shares worth $493K. The position accounts for 0.11% of the portfolio, ranked #75.

Summit Wealth Group first reported a position in RTX in Q1 2023 and has held it in 12 quarters since. 3,450 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Summit Wealth Group held 2,558 shares of RTX Corp worth $493K as of Q1 2026.
Summit Wealth Group left its RTX Corp share count unchanged in Q1 2026.
RTX Corp made up 0.11% of Summit Wealth Group's portfolio in Q1 2026, its #75 holding.
Summit Wealth Group first reported a position in RTX Corp in Q1 2023 and has held it in 12 quarters since.
3,450 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.