Position in RTX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,621,689
-$57,692 QoQ
Shares Held
13,818
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,231
of 3,395 holders
Holding Since
Jun 2020
25 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, 2026Institute for Wealth Management, LLC. holds $27,317,626 across 25 Aerospace & Defense names. RTX ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXON |
Axon Enterprise, Inc.
|
19,839 | $11,121,941 | |
| 2 | BA |
Boeing Co
|
19,103 | $4,135,226 | |
| 3 | GE |
General Electric Co
|
9,517 | $3,556,788 | |
| 4 | RTX |
RTX Corp
This page
|
13,818 | $2,621,689 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
8,888 | $2,389,627 | |
| 6 | LMT |
Lockheed Martin Corp
|
2,447 | $1,246,648 | |
| 7 | AIR |
Aar Corp
|
5,000 | $714,650 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
2,349 | $518,659 |
All Filings in RTX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,621,689 | 13,818 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,679,381 | 13,890 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,561,547 | 13,967 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,422,938 | 14,480 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,138,316 | 14,644 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,995,907 | 15,068 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,763,109 | 15,236 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,878,222 | 15,502 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,567,188 | 15,611 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,524,101 | 15,627 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,321,418 | 15,705 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,223,993 | 17,007 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,697,157 | 17,325 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,669,804 | 17,051 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,722,401 | 17,067 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,420,598 | 17,354 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,692,977 | 17,615 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,824,770 | 18,419 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,591,937 | 18,498 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,584,844 | 18,437 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,644,009 | 19,271 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,517,505 | 19,639 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,486,692 | 20,790 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,295,110 | 22,508 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,591,829 | 25,833 | Shares | Sole | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||