Position in RTX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,776,631
-$228,950 QoQ
Shares Held
9,364
-9.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,460
of 3,386 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $20,002,960 across 12 Aerospace & Defense names. RTX ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
16,786 | $8,551,795 | |
| 2 | SPCE |
Virgin Galactic Holdings, Inc
|
867,718 | $2,507,705 | |
| 3 | GE |
General Electric Co
|
6,498 | $2,428,497 | |
| 4 | RTX |
RTX Corp
This page
|
9,364 | $1,776,631 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,182 | $855,512 | |
| 6 | BA |
Boeing Co
|
3,923 | $849,211 | |
| 7 | GD |
General Dynamics Corp
|
2,180 | $772,243 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
3,490 | $596,301 |
All Filings in RTX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,776,631 | 9,364 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,005,581 | 10,397 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,361,194 | 7,422 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,117,095 | 6,676 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,109,459 | 7,598 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,002,589 | 7,569 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $851,814 | 7,361 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $822,070 | 6,785 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $789,868 | 7,868 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $914,343 | 9,375 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $834,837 | 9,922 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $670,832 | 9,321 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $972,644 | 9,929 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $944,730 | 9,647 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,012,833 | 10,036 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $779,061 | 9,517 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $912,276 | 9,492 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $851,209 | 8,592 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $764,729 | 8,886 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $763,496 | 8,882 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $735,201 | 8,618 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $755,468 | 9,777 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $854,181 | 14,845 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,019,379 | 16,543 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||