SWRP
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Summit Wealth & Retirement Planning’s RTX Corp RTX Stock Holding History

Summit Wealth & Retirement 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 		$714K Sell
3,702
-14
-0.4% -$2.78K 0.17% 47
2025
Q4 		$682K Buy
3,716
+14
+0.4% +$2.43K 0.16% 45
2025
Q3 		$619K Hold
3,702
– – 0.15% 49
2025
Q2 		$541K Buy
+3,702
New +$493K 0.15% 51

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Summit Wealth & Retirement Planning's RTX Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its RTX Corp (RTX) stake by 0.38% in Q1 2026, selling an estimated $2.78K and leaving 3,702 shares worth $714K. The position accounts for 0.17% of the portfolio, ranked #47.

Summit Wealth & Retirement Planning first reported a position in RTX in Q2 2025 and has held it in 4 quarters since. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Summit Wealth & Retirement Planning held 3,702 shares of RTX Corp worth $714K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 14 RTX Corp shares in Q1 2026, an estimated $2.78K.
  • RTX Corp made up 0.17% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #47 holding.
  • Summit Wealth & Retirement Planning first reported a position in RTX Corp in Q2 2025 and has held it in 4 quarters since.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.