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Total Wealth Planning & Management’s RTX Corp RTX Stock Holding History

Total Wealth Planning & 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
Q2 		$961K Sell
5,065
-335
-6% -$61.4K 0.65% 44
2026
Q1 		$1.04M Sell
5,400
-147
-3% -$29.2K 0.77% 37
2025
Q4 		$1.02M Buy
+5,547
New +$964K 0.75% 34
2025
Q2 		$791K Sell
5,420
-20
-0.4% -$2.67K 0.64% 43
2025
Q1 		$721K Buy
5,440
+2,265
+71% +$287K 0.68% 38
2024
Q4 		$367K Buy
+3,175
New +$384K 0.33% 99

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Total Wealth Planning & Management's RTX Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its RTX Corp (RTX) stake by 6.2% in Q2 2026, selling an estimated $61.4K and leaving 5,065 shares worth $961K. The position accounts for 0.65% of the portfolio, ranked #44.

Total Wealth Planning & Management first reported a position in RTX in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2026. 3,445 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Total Wealth Planning & Management held 5,065 shares of RTX Corp worth $961K as of Q2 2026.
  • Total Wealth Planning & Management sold 335 RTX Corp shares in Q2 2026, an estimated $61.4K.
  • RTX Corp made up 0.65% of Total Wealth Planning & Management's portfolio in Q2 2026, its #44 holding.
  • Total Wealth Planning & Management first reported a position in RTX Corp in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's RTX Corp position peaked at $1.04M in Q1 2026.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.