WIM
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Waverton Investment Management’s RTX Corp RTX Stock Holding History

Waverton Investment 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
2025
Q4 		– Sell
-2,495
Closed -$417K – 76
2025
Q3 		$417K Buy
2,495
+530
+27% +$82.3K 0.01% 82
2025
Q2 		$287K Hold
1,965
– – ﹤0.01% 100
2025
Q1 		$260K Buy
+1,965
New +$249K ﹤0.01% 95
2016
Q3 		– Sell
-26,060
Closed -$1.68M – 103
2016
Q2 		$1.68M Sell
26,060
-2,542
-9% -$163K 0.13% 73
2016
Q1 		$1.8M Sell
28,602
-8,120
-22% -$471K 0.14% 76
2015
Q4 		$2.22M Sell
36,722
-13,967
-28% -$845K 0.17% 74
2015
Q3 		$2.84M Sell
50,689
-520,604
-91% -$32M 0.23% 62
2015
Q2 		$39.9M Sell
571,293
-10,961
-2% -$804K 2.95% 11
2015
Q1 		$42.9M Sell
582,254
-13,526
-2% -$1.01M 3.08% 11
2014
Q4 		$43.1M Sell
595,780
-119,863
-17% -$8.17M 2.98% 10
2014
Q3 		$47.6M Buy
715,643
+46,531
+7% +$3.19M 3.27% 8
2014
Q2 		$48.6M Sell
669,112
-104,464
-14% -$7.69M 3.18% 7
2014
Q1 		$56.9M Buy
773,576
+45,728
+6% +$3.29M 2.7% 9
2013
Q4 		$52.1M Buy
727,848
+14,851
+2% +$1.01M 2.66% 8
2013
Q3 		$48.4M Buy
712,997
+81,770
+13% +$5.35M 2.84% 7
2013
Q2 		$36.9M Buy
+631,227
New +$37.3M 3.22% 10

Other funds holding RTX

JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Waverton Investment Management's RTX Position: Q4 2025 in Review

Waverton Investment Management sold out of RTX Corp (RTX) in Q4 2025, closing a stake of 2,495 shares — an estimated $417K sold.

Waverton Investment Management first reported a position in RTX in Q2 2013 and held it in 16 quarters. The position peaked at $56.9M in Q1 2014. 3,364 funds tracked by Wall St. Rank hold RTX as of Q4 2025.

  • Waverton Investment Management reported no remaining RTX Corp position as of Q4 2025 after selling out during the quarter.
  • Waverton Investment Management sold 2,495 RTX Corp shares in Q4 2025, an estimated $417K.
  • Waverton Investment Management first reported a position in RTX Corp in Q2 2013 and held it in 16 quarters.
  • Waverton Investment Management's RTX Corp position peaked at $56.9M in Q1 2014.
  • 3,364 funds tracked by Wall St. Rank held RTX Corp as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.