WE
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Wealth Effects’s RTX Corp RTX Stock Holding History

Wealth Effects’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 		$887K Sell
4,596
-51
-1% -$10.1K 0.31% 67
2025
Q4 		$852K Sell
4,647
-31
-0.7% -$5.38K 0.27% 66
2025
Q3 		$783K Sell
4,678
-30
-0.6% -$4.66K 0.25% 73
2025
Q2 		$687K Sell
4,708
-540
-10% -$72K 0.26% 76
2025
Q1 		$695K Sell
5,248
-275
-5% -$34.9K 0.29% 70
2024
Q4 		$639K Sell
5,523
-1,065
-16% -$129K 0.23% 83
2024
Q3 		$798K Sell
6,588
-1,195
-15% -$136K 0.28% 72
2024
Q2 		$781K Sell
7,783
-75
-1% -$7.75K 0.28% 72
2024
Q1 		$766K Sell
7,858
-245
-3% -$22.1K 0.28% 76
2023
Q4 		$682K Buy
8,103
+730
+10% +$57.8K 0.26% 89
2023
Q3 		$531K Buy
7,373
+656
+10% +$56.2K 0.26% 87
2023
Q2 		$658K Sell
6,717
-446
-6% -$43.7K 0.29% 76
2023
Q1 		$702K Buy
7,163
+625
+10% +$61.6K 0.36% 65
2022
Q4 		$660K Sell
6,538
-435
-6% -$40.9K 0.38% 64
2022
Q3 		$571K Buy
6,973
+615
+10% +$55.7K 0.35% 67
2022
Q2 		$611K Buy
6,358
+2,305
+57% +$222K 0.37% 65
2022
Q1 		$402K Buy
4,053
+201
+5% +$19.1K 0.19% 103
2021
Q4 		$331K Buy
+3,852
New +$336K 0.14% 136

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

Wealth Effects's RTX Position: Q1 2026 in Review

Wealth Effects reduced its RTX Corp (RTX) stake by 1.1% in Q1 2026, selling an estimated $10.1K and leaving 4,596 shares worth $887K. The position accounts for 0.31% of the portfolio, ranked #67.

Wealth Effects first reported a position in RTX in Q4 2021 and has held it in 18 quarters since. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Wealth Effects held 4,596 shares of RTX Corp worth $887K as of Q1 2026.
  • Wealth Effects sold 51 RTX Corp shares in Q1 2026, an estimated $10.1K.
  • RTX Corp made up 0.31% of Wealth Effects's portfolio in Q1 2026, its #67 holding.
  • Wealth Effects first reported a position in RTX Corp in Q4 2021 and has held it in 18 quarters since.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.