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Whalen Wealth Management’s RTX Corp RTX Stock Holding History

Whalen Wealth 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
Q3 		$2.43M Buy
13,086
+1,188
+10% +$243K 1.04% 26
2026
Q2 		$2.26M Buy
11,898
+7,459
+168% +$1.37M 1.02% 23
2026
Q1 		$856K Sell
4,439
-1,844
-29% -$367K 0.46% 56
2025
Q4 		$1.15M Buy
+6,283
New +$1.09M 0.62% 45

Other funds holding RTX

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Whalen Wealth Management's RTX Position: Q3 2026 in Review

Whalen Wealth Management increased its RTX Corp (RTX) stake by 10% in Q3 2026, buying an estimated $243K and bringing the position to 13,086 shares worth $2.43M. The position accounts for 1.04% of the portfolio, ranked #26.

Whalen Wealth Management first reported a position in RTX in Q4 2025 and has held it in 4 quarters since. 187 funds tracked by Wall St. Rank hold RTX as of Q3 2026.

  • Whalen Wealth Management held 13,086 shares of RTX Corp worth $2.43M as of Q3 2026.
  • Whalen Wealth Management bought 1,188 RTX Corp shares in Q3 2026, an estimated $243K.
  • RTX Corp made up 1.04% of Whalen Wealth Management's portfolio in Q3 2026, its #26 holding.
  • Whalen Wealth Management first reported a position in RTX Corp in Q4 2025 and has held it in 4 quarters since.
  • 187 funds tracked by Wall St. Rank held RTX Corp as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.