Position in RTX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,439,703
-$189,279 QoQ
Shares Held
55,024
-0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#625
of 3,392 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 96%
Shared 3%
None 1%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Evercore Wealth Management, LLC holds $28,475,097 across 14 Aerospace & Defense names. RTX ranks #1 (36.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
55,024 | $10,439,703 | |
| 2 | GE |
General Electric Co
|
10,784 | $4,030,303 | |
| 3 | BA |
Boeing Co
|
10,955 | $2,371,428 | |
| 4 | LMT |
Lockheed Martin Corp
|
4,521 | $2,303,267 | |
| 5 | VOYG |
Voyager Technologies, Inc./TX
|
63,672 | $2,053,422 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
8,295 | $1,833,858 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
4,357 | $1,266,099 | |
| 8 | GD |
General Dynamics Corp
|
3,200 | $1,133,568 |
All Filings in RTX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,439,703 | 55,024 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $10,628,982 | 55,101 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,792,985 | 64,302 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,358,025 | 67,878 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $9,877,083 | 67,642 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,990,985 | 67,877 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,013,840 | 69,252 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,412,502 | 69,433 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $7,036,535 | 70,092 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,915,265 | 70,904 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $6,126,821 | 72,817 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,269,354 | 73,216 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $7,135,698 | 72,843 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $7,259,158 | 74,126 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $7,417,719 | 73,501 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,935,012 | 72,502 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $7,043,131 | 73,282 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $7,243,204 | 73,112 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $6,296,148 | 73,160 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,317,456 | 73,493 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,383,405 | 74,826 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,884,805 | 76,159 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $6,485,813 | 90,698 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,243,619 | 91,130 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $8,256,832 | 133,996 | Shares | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||