WAG
RTX icon

Wallace Advisory Group’s RTX Corp RTX Stock Holding History

Wallace Advisory Group’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 		$375K Buy
1,977
+194
+11% +$35.6K 0.35% 76
2026
Q1 		$344K Sell
1,783
-324
-15% -$64.4K 0.37% 62
2025
Q4 		$386K Sell
2,107
-1,825
-46% -$317K 0.41% 60
2025
Q3 		$574K Sell
3,932
-759
-16% -$118K 0.46% 57
2025
Q2 		$621K Sell
4,691
-1,160
-20% -$155K 0.45% 56
2025
Q1 		$677K Sell
5,851
-23
-0.4% -$2.92K 0.47% 55
2024
Q4 		$712K Sell
5,874
-761
-11% -$91.9K 0.49% 53
2024
Q3 		$666K Sell
6,635
-272
-4% -$31K 0.49% 46
2024
Q2 		$693K Buy
6,907
+425
+7% +$43.9K 0.5% 45
2024
Q1 		$545K Sell
6,482
-89
-1% -$8.03K 0.41% 65
2023
Q4 		$473K Sell
6,571
-269
-4% -$21.3K 0.37% 69
2023
Q3 		$670K Buy
6,840
+192
+3% +$16.4K 0.48% 41
2023
Q2 		$651K Hold
6,648
– – 0.5% 42
2023
Q1 		$651K Sell
6,648
-77
-1% -$7.58K 0.5% 42
2022
Q4 		$679K Buy
+6,725
New +$633K 0.54% 43

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

Wallace Advisory Group's RTX Position: Q2 2026 in Review

Wallace Advisory Group increased its RTX Corp (RTX) stake by 11% in Q2 2026, buying an estimated $35.6K and bringing the position to 1,977 shares worth $375K. The position accounts for 0.35% of the portfolio, ranked #76.

Wallace Advisory Group first reported a position in RTX in Q4 2022 and has held it in 15 quarters since. The position peaked at $712K in Q4 2024. 3,445 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Wallace Advisory Group held 1,977 shares of RTX Corp worth $375K as of Q2 2026.
  • Wallace Advisory Group bought 194 RTX Corp shares in Q2 2026, an estimated $35.6K.
  • RTX Corp made up 0.35% of Wallace Advisory Group's portfolio in Q2 2026, its #76 holding.
  • Wallace Advisory Group first reported a position in RTX Corp in Q4 2022 and has held it in 15 quarters since.
  • Wallace Advisory Group's RTX Corp position peaked at $712K in Q4 2024.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.