Position in RTX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$49,622,743
-$1,067,326 QoQ
Shares Held
261,544
-0.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
3.56%
of 13F equity value
Holder Rank
#243
of 3,405 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Obermeyer Wealth Partners holds $55,007,444 across 7 Aerospace & Defense names. RTX ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
261,544 | $49,622,743 | |
| 2 | VOYG |
Voyager Technologies, Inc./TX
|
92,452 | $2,981,577 | |
| 3 | GE |
General Electric Co
|
2,524 | $943,294 | |
| 4 | LMT |
Lockheed Martin Corp
|
859 | $437,626 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
1,921 | $424,156 | |
| 6 | GD |
General Dynamics Corp
|
980 | $347,155 | |
| 7 | VSEC |
Vse Corp
|
1,098 | $250,893 |
All Filings in RTX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,622,743 | 261,544 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $50,690,069 | 262,779 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $48,273,447 | 263,214 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $45,678,245 | 272,983 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $40,044,816 | 274,242 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $36,900,971 | 278,582 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $32,892,715 | 284,244 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,258,595 | 282,755 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $28,935,710 | 288,233 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $28,028,268 | 287,381 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $21,779,302 | 258,846 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $802,609 | 11,152 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,068,841 | 10,911 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,061,561 | 10,840 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,429,329 | 14,163 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,144,566 | 13,982 | Shares | Sole | 2022-12-09 | |
| 2022-06-30 | $968,981 | 10,082 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $998,823 | 10,082 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $867,656 | 10,082 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,050,087 | 12,216 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $962,552 | 11,283 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $867,973 | 11,233 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $505,790 | 7,073 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $417,913 | 7,263 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $426,225 | 6,917 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 UTX | — | 2,885 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||