TruWealth Advisors’s RTX Corp RTX Stock Holding History

TruWealth 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	$319K	Buy	1,653 +123	+8%	+$24.5K	0.02%	145
2025 Q4	$281K	Sell	1,530 -50	-3%	-$8.69K	0.01%	149
2025 Q3	$264K	Sell	1,580 -78	-5%	-$12.1K	0.01%	156
2025 Q2	$242K	Buy	+1,658	New	+$221K	0.01%	160
2025 Q1	–	Sell	-2,024	Closed	-$234K	–	169
2024 Q4	$234K	Buy	+2,024	New	+$245K	0.01%	147
2022 Q1	–	Sell	-19,233	Closed	-$1.66M	–	131
2021 Q4	$1.66M	Buy	19,233 +534	+3%	+$46.5K	0.17%	56
2021 Q3	$1.61M	Buy	18,699 +754	+4%	+$64.5K	0.18%	54
2021 Q2	$1.53M	Buy	17,945 +692	+4%	+$58.2K	0.18%	54
2021 Q1	$1.33M	Buy	17,253 +412	+2%	+$30.1K	0.18%	51
2020 Q4	$1.2M	Buy	+16,841	New	+$1.11M	0.18%	50

Other funds holding RTX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TruWealth Advisors's RTX Position: Q1 2026 in Review

TruWealth Advisors increased its RTX Corp (RTX) stake by 8% in Q1 2026, buying an estimated $24.5K and bringing the position to 1,653 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #145.

TruWealth Advisors first reported a position in RTX in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.66M in Q4 2021. 3,468 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

TruWealth Advisors held 1,653 shares of RTX Corp worth $319K as of Q1 2026.
TruWealth Advisors bought 123 RTX Corp shares in Q1 2026, an estimated $24.5K.
RTX Corp made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #145 holding.
TruWealth Advisors first reported a position in RTX Corp in Q4 2020 and has held it in 10 quarters since.
TruWealth Advisors's RTX Corp position peaked at $1.66M in Q4 2021.
3,468 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.