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Tobias Financial Advisors’s RTX Corp RTX Stock Holding History

Tobias Financial 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
Q1 		$326K Sell
1,689
-505
-23% -$100K 0.05% 105
2025
Q4 		$402K Buy
2,194
+850
+63% +$148K 0.06% 95
2025
Q3 		$225K Buy
+1,344
New +$209K 0.03% 121
2020
Q1 		– Sell
-60
Closed -$5K – 229
2019
Q4 		$5K Buy
+60
New +$5.44K ﹤0.01% 217

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

Tobias Financial Advisors's RTX Position: Q1 2026 in Review

Tobias Financial Advisors reduced its RTX Corp (RTX) stake by 23% in Q1 2026, selling an estimated $100K and leaving 1,689 shares worth $326K. The position accounts for 0.05% of the portfolio, ranked #105.

Tobias Financial Advisors first reported a position in RTX in Q4 2019 and has held it in 4 quarters since. The position peaked at $402K in Q4 2025. 3,452 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Tobias Financial Advisors held 1,689 shares of RTX Corp worth $326K as of Q1 2026.
  • Tobias Financial Advisors sold 505 RTX Corp shares in Q1 2026, an estimated $100K.
  • RTX Corp made up 0.05% of Tobias Financial Advisors's portfolio in Q1 2026, its #105 holding.
  • Tobias Financial Advisors first reported a position in RTX Corp in Q4 2019 and has held it in 4 quarters since.
  • Tobias Financial Advisors's RTX Corp position peaked at $402K in Q4 2025.
  • 3,452 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Tobias Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.