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Whipplewood Advisors’s RTX Corp RTX Stock Holding History

Whipplewood 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 		$10.6K Sell
56
-1,165
-95% -$214K 0.01% 243
2026
Q1 		$236K Buy
1,221
+213
+21% +$42.4K 0.12% 124
2025
Q4 		$185K Buy
1,008
+8
+0.8% +$1.39K 0.12% 125
2025
Q3 		$167K Sell
1,000
-609
-38% -$94.5K 0.11% 132
2025
Q2 		$235K Buy
1,609
+48
+3% +$6.4K 0.13% 151
2025
Q1 		$212K Buy
1,561
+6
+0.4% +$761 0.13% 152
2024
Q4 		$180K Buy
+1,555
New +$188K 0.1% 171

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

Whipplewood Advisors's RTX Position: Q2 2026 in Review

Whipplewood Advisors reduced its RTX Corp (RTX) stake by 95% in Q2 2026, selling an estimated $214K and leaving 56 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #243.

Whipplewood Advisors first reported a position in RTX in Q4 2024 and has held it in 7 quarters since. The position peaked at $236K in Q1 2026. 3,442 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Whipplewood Advisors held 56 shares of RTX Corp worth $10.6K as of Q2 2026.
  • Whipplewood Advisors sold 1,165 RTX Corp shares in Q2 2026, an estimated $214K.
  • RTX Corp made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #243 holding.
  • Whipplewood Advisors first reported a position in RTX Corp in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's RTX Corp position peaked at $236K in Q1 2026.
  • 3,442 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

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