Position in RTX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,196,670
-$222,418 QoQ
Shares Held
69,555
-0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#561
of 3,405 holders
Holding Since
Sep 2023
12 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, 2026Circle Wealth Management, LLC holds $19,782,403 across 5 Aerospace & Defense names. RTX ranks #1 (66.7% of the industry book) .
All Filings in RTX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,196,670 | 69,555 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $13,419,088 | 69,565 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,549,328 | 68,426 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,429,642 | 68,306 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,755,596 | 66,810 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,848,063 | 66,798 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,729,633 | 66,796 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,090,822 | 66,778 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,704,345 | 66,783 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,641,500 | 68,097 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,666,744 | 67,349 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,822,493 | 67,007 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||