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 Q2	$482K	Sell	2,542 -16	-0.6%	-$2.93K	0.1%	83
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	Buy	2,055 +2,035	+10,175%	+$199K	0.08%	76
2023 Q1	$2K	Buy	+20	New	+$1.97K	0.05%	100

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

Summit Wealth Group's RTX Position: Q2 2026 in Review

Summit Wealth Group reduced its RTX Corp (RTX) stake by 0.63% in Q2 2026, selling an estimated $2.93K and leaving 2,542 shares worth $482K. The position accounts for 0.1% of the portfolio, ranked #83.

Summit Wealth Group first reported a position in RTX in Q1 2023 and has held it in 13 quarters since. The position peaked at $493K in Q1 2026. 3,451 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

Summit Wealth Group held 2,542 shares of RTX Corp worth $482K as of Q2 2026.
Summit Wealth Group sold 16 RTX Corp shares in Q2 2026, an estimated $2.93K.
RTX Corp made up 0.1% of Summit Wealth Group's portfolio in Q2 2026, its #83 holding.
Summit Wealth Group first reported a position in RTX Corp in Q1 2023 and has held it in 13 quarters since.
Summit Wealth Group's RTX Corp position peaked at $493K in Q1 2026.
3,451 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.