Position in RTX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,805,912
+$400,259 QoQ
Shares Held
14,546
+10.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026EverSource Wealth Advisors, LLC holds $20,014,154 across 56 Aerospace & Defense names. RTX ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
11,399 | $3,234,684 | |
| 2 | LMT |
Lockheed Martin Corp
|
4,988 | $3,014,689 | |
| 3 | RTX |
RTX Corp
This page
|
14,546 | $2,805,912 | |
| 4 | GD |
General Dynamics Corp
|
4,320 | $1,482,705 | |
| 5 | BA |
Boeing Co
|
6,340 | $1,261,843 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
1,844 | $1,258,041 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
2,889 | $997,130 | |
| 8 | AXON |
Axon Enterprise, Inc.
|
1,736 | $737,256 |
All Filings in RTX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,805,912 | 14,546 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,405,653 | 13,117 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,182,983 | 13,046 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,867,009 | 12,786 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,673,628 | 12,635 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,503,777 | 12,995 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,398,425 | 11,542 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,197,247 | 11,926 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,029,717 | 10,558 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $626,839 | 7,450 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $448,945 | 6,238 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $513,407 | 5,241 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $556,043 | 5,678 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $617,325 | 6,117 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $548,624 | 6,702 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $671,325 | 6,985 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $664,461 | 6,707 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $420,832 | 4,890 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||