VWA
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Visionary Wealth Advisors’s RTX Corp RTX Stock Holding History

Visionary Wealth 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 		$9.35M Sell
48,463
-6,668
-12% -$1.33M 0.41% 71
2025
Q4 		$10.1M Sell
55,131
-1,105
-2% -$192K 0.46% 58
2025
Q3 		$9.41M Sell
56,236
-4,273
-7% -$663K 0.44% 61
2025
Q2 		$8.84M Buy
60,509
+1,249
+2% +$166K 0.45% 59
2025
Q1 		$7.85M Buy
59,260
+56,977
+2,496% +$7.22M 0.47% 61
2024
Q4 		$264K Sell
2,283
-46
-2% -$5.56K 0.02% 470
2024
Q3 		$282K Sell
2,329
-10
-0.4% -$1.14K 0.02% 443
2024
Q2 		$235K Buy
2,339
+21
+0.9% +$2.17K 0.02% 464
2024
Q1 		$226K Sell
2,318
-122
-5% -$11K 0.02% 453
2023
Q4 		$205K Sell
2,440
-796
-25% -$63K 0.02% 457
2023
Q3 		$233K Buy
3,236
+285
+10% +$24.4K 0.02% 408
2023
Q2 		$289K Buy
2,951
+130
+5% +$12.7K 0.02% 370
2023
Q1 		$276K Sell
2,821
-291
-9% -$28.7K 0.02% 367
2022
Q4 		$314K Sell
3,112
-37
-1% -$3.48K 0.03% 310
2022
Q3 		$258K Sell
3,149
-184
-6% -$16.7K 0.03% 325
2022
Q2 		$320K Buy
3,333
+485
+17% +$46.6K 0.03% 311
2022
Q1 		$282K Sell
2,848
-205
-7% -$19.4K 0.02% 340
2021
Q4 		$263K Sell
3,053
-272
-8% -$23.7K 0.02% 317
2021
Q3 		$286K Sell
3,325
-11
-0.3% -$941 0.03% 252
2021
Q2 		$285K Sell
3,336
-1,073
-24% -$90.3K 0.03% 273
2021
Q1 		$341K Sell
4,409
-474
-10% -$34.6K 0.04% 234
2020
Q4 		$349K Buy
4,883
+189
+4% +$12.4K 0.04% 217
2020
Q3 		$270K Buy
4,694
+429
+10% +$26.1K 0.04% 202
2020
Q2 		$262K Buy
+4,265
New +$266K 0.04% 189
2020
Q1 		– Sell
-3,202
Closed -$302K – 221
2019
Q4 		$302K Buy
+3,202
New +$290K 0.05% 164

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

Visionary Wealth Advisors's RTX Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its RTX Corp (RTX) stake by 12% in Q1 2026, selling an estimated $1.33M and leaving 48,463 shares worth $9.35M. The position accounts for 0.41% of the portfolio, ranked #71.

Visionary Wealth Advisors first reported a position in RTX in Q4 2019 and has held it in 25 quarters since. The position peaked at $10.1M in Q4 2025. 3,451 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Visionary Wealth Advisors held 48,463 shares of RTX Corp worth $9.35M as of Q1 2026.
  • Visionary Wealth Advisors sold 6,668 RTX Corp shares in Q1 2026, an estimated $1.33M.
  • RTX Corp made up 0.41% of Visionary Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Visionary Wealth Advisors first reported a position in RTX Corp in Q4 2019 and has held it in 25 quarters since.
  • Visionary Wealth Advisors's RTX Corp position peaked at $10.1M in Q4 2025.
  • 3,451 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.