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TCFG Wealth Management’s RTX Corp RTX Stock Holding History

TCFG Wealth Management’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 		$530K Buy
2,747
+168
+7% +$33.4K 0.2% 125
2025
Q4 		$473K Sell
2,579
-34
-1% -$5.91K 0.18% 137
2025
Q3 		$437K Buy
+2,613
New +$406K 0.17% 149
2025
Q2 		– Sell
-2,625
Closed -$348K – 273
2025
Q1 		$348K Buy
2,625
+27
+1% +$3.42K 0.17% 147
2024
Q4 		$301K Sell
2,598
-13
-0.5% -$1.57K 0.15% 164
2024
Q3 		$316K Buy
+2,611
New +$298K 0.16% 148

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

TCFG Wealth Management's RTX Position: Q1 2026 in Review

TCFG Wealth Management increased its RTX Corp (RTX) stake by 6.5% in Q1 2026, buying an estimated $33.4K and bringing the position to 2,747 shares worth $530K. The position accounts for 0.2% of the portfolio, ranked #125.

TCFG Wealth Management first reported a position in RTX in Q3 2024 and has held it in 6 quarters since. 3,451 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • TCFG Wealth Management held 2,747 shares of RTX Corp worth $530K as of Q1 2026.
  • TCFG Wealth Management bought 168 RTX Corp shares in Q1 2026, an estimated $33.4K.
  • RTX Corp made up 0.2% of TCFG Wealth Management's portfolio in Q1 2026, its #125 holding.
  • TCFG Wealth Management first reported a position in RTX Corp in Q3 2024 and has held it in 6 quarters since.
  • 3,451 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.