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WealthPlan Investment Management’s RTX Corp RTX Stock Holding History

WealthPlan 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
2026
Q2 		$209K Buy
+1,101
New +$202K 0.01% 457
2023
Q3 		– Sell
-188
Closed -$18.4K – 310
2023
Q2 		$18.4K Buy
+188
New +$18.4K 0.01% 244
2023
Q1 		– Sell
-3,901
Closed -$392K – 541
2022
Q4 		$392K Buy
3,901
+729
+23% +$68.6K 0.03% 279
2022
Q3 		$314K Buy
+3,172
New +$287K 0.02% 298
2022
Q1 		$292K Buy
+3,075
New +$291K 0.02% 318

Other funds holding RTX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

WealthPlan Investment Management's RTX Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in RTX Corp (RTX) in Q2 2026: 1,101 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #457 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in RTX as recently as Q2 2023.

WealthPlan Investment Management first reported a position in RTX in Q1 2022 and has held it in 5 quarters since. The position peaked at $392K in Q4 2022. 3,461 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • WealthPlan Investment Management held 1,101 shares of RTX Corp worth $209K as of Q2 2026.
  • RTX Corp was a new WealthPlan Investment Management position in Q2 2026.
  • RTX Corp made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #457 holding.
  • WealthPlan Investment Management first reported a position in RTX Corp in Q1 2022 and has held it in 5 quarters since.
  • WealthPlan Investment Management's RTX Corp position peaked at $392K in Q4 2022.
  • 3,461 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.