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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Wealth Planning & Management's RTX Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its RTX Corp (RTX) stake by 2.7% in Q1 2026, selling an estimated $29.2K and leaving 5,400 shares worth $1.04M. The position accounts for 0.77% of the portfolio, ranked #37.

Total Wealth Planning & Management first reported a position in RTX in Q4 2024 and has held it in 5 quarters since. 3,446 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

Total Wealth Planning & Management held 5,400 shares of RTX Corp worth $1.04M as of Q1 2026.
Total Wealth Planning & Management sold 147 RTX Corp shares in Q1 2026, an estimated $29.2K.
RTX Corp made up 0.77% of Total Wealth Planning & Management's portfolio in Q1 2026, its #37 holding.
Total Wealth Planning & Management first reported a position in RTX Corp in Q4 2024 and has held it in 5 quarters since.
3,446 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.