Position in RTX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$596,817,533
-$292,051,198 QoQ
Shares Held
3,145,615
-31.7% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
3.04%
of 13F equity value
Holder Rank
#46
of 3,395 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Capital Wealth Planning, LLC holds $622,907,136 across 7 Aerospace & Defense names. RTX ranks #1 (95.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
3,145,615 | $596,817,533 | |
| 2 | EMBJ |
Embraer S.A.
|
147,423 | $9,405,587 | |
| 3 | RKLB |
Rocket Lab Corp
|
72,203 | $7,339,434 | |
| 4 | ESLT |
Elbit Systems Ltd
|
8,791 | $6,669,907 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
6,983 | $1,193,115 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,617 | $823,796 | |
| 7 | GE |
General Electric Co
|
1,760 | $657,764 |
All Filings in RTX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $596,817,533 | 3,145,615 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $888,868,731 | 4,607,925 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $786,858,992 | 4,290,398 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $675,011,562 | 4,034,014 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $635,528,686 | 4,352,340 | Shares | Other | 2025-08-07 | |
| 2025-03-31 | $366,999,635 | 2,770,645 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $216,339,812 | 1,869,511 | Shares | Other | 2025-02-05 | |
| 2021-06-30 | $265,314 | 3,110 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $241,159 | 3,121 | Shares | Sole | 2021-04-19 | |
| 2020-09-30 | $233,957 | 4,066 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,880,395 | 30,516 | Shares | Other | 2020-08-14 | |
| 2020-03-31 UTX | — | 711,356 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||