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Westbourne Investment Advisors’s RTX Corp RTX Stock Holding History

Westbourne Investment 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
Q2 		$242K Hold
1,274
– – 0.07% 103
2026
Q1 		$246K Hold
1,274
– – 0.07% 103
2025
Q4 		$234K Hold
1,274
– – 0.06% 105
2025
Q3 		$213K Buy
+1,274
New +$198K 0.06% 111
2022
Q2 		– Sell
-2,074
Closed -$205K – 99
2022
Q1 		$205K Buy
+2,074
New +$197K 0.08% 93
2020
Q2 		– Sell
-10,050
Closed -$597K – 76
2020
Q1 		$597K Sell
10,050
-80
-0.8% -$6.77K 0.55% 46
2019
Q4 		$955K Buy
10,130
+127
+1% +$11.5K 0.65% 43
2019
Q3 		$859K Sell
10,003
-874
-8% -$72.6K 0.64% 43
2019
Q2 		$891K Sell
10,877
-850
-7% -$71.1K 0.72% 39
2019
Q1 		$951K Sell
11,727
-1,907
-14% -$145K 0.73% 42
2018
Q4 		$914K Sell
13,634
-2,439
-15% -$191K 0.79% 41
2018
Q3 		$1.41M Buy
16,073
+819
+5% +$68.8K 1.03% 29
2018
Q2 		$1.2M Buy
15,254
+8
+0.1% +$626 1.03% 31
2018
Q1 		$1.21M Buy
15,246
+3,281
+27% +$271K 0.97% 32
2017
Q4 		$961K Buy
11,965
+246
+2% +$18.7K 0.73% 49
2017
Q3 		$856K Buy
11,719
+4,457
+61% +$330K 0.67% 51
2017
Q2 		$558K Sell
7,262
-381
-5% -$28.5K 0.45% 58
2017
Q1 		$540K Buy
7,643
+572
+8% +$40.1K 0.44% 57
2016
Q4 		$488K Buy
7,071
+1,748
+33% +$116K 0.43% 61
2016
Q3 		$340K Hold
5,323
– – 0.3% 81
2016
Q2 		$344K Buy
+5,323
New +$341K 0.31% 78

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

Westbourne Investment Advisors's RTX Position: Q2 2026 in Review

Westbourne Investment Advisors held its RTX Corp (RTX) position steady in Q2 2026 at 1,274 shares worth $242K. The position accounts for 0.07% of the portfolio, ranked #103.

Westbourne Investment Advisors first reported a position in RTX in Q2 2016 and has held it in 21 quarters since. The position peaked at $1.41M in Q3 2018. 3,427 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Westbourne Investment Advisors held 1,274 shares of RTX Corp worth $242K as of Q2 2026.
  • Westbourne Investment Advisors left its RTX Corp share count unchanged in Q2 2026.
  • RTX Corp made up 0.07% of Westbourne Investment Advisors's portfolio in Q2 2026, its #103 holding.
  • Westbourne Investment Advisors first reported a position in RTX Corp in Q2 2016 and has held it in 21 quarters since.
  • Westbourne Investment Advisors's RTX Corp position peaked at $1.41M in Q3 2018.
  • 3,427 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.