Position in RTX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$16,325,512
+$922,480 QoQ
Shares Held
84,632
+0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 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, 2026Strategic Wealth Partners, Ltd. holds $18,869,359 across 23 Aerospace & Defense names. RTX ranks #1 (86.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
84,632 | $16,325,512 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,053 | $636,422 | |
| 3 | GE |
General Electric Co
|
2,041 | $579,174 | |
| 4 | BA |
Boeing Co
|
1,650 | $328,399 | |
| 5 | GD |
General Dynamics Corp
|
734 | $251,923 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
300 | $204,672 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
369 | $127,360 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
525 | $120,991 |
All Filings in RTX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,325,512 | 84,632 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,403,032 | 83,986 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $13,394,766 | 80,050 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,456,875 | 78,461 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $8,946,428 | 77,311 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,191,428 | 92,369 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $8,894,453 | 88,599 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $8,431,468 | 86,450 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $6,565,780 | 78,034 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $3,534,734 | 49,114 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $4,688,659 | 47,863 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $4,597,715 | 46,949 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $4,379,827 | 43,399 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $3,095,863 | 37,819 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $3,534,445 | 36,775 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $2,493,690 | 25,171 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,854,679 | 21,551 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,606,936 | 18,694 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,325,888 | 15,542 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $1,279,591 | 16,560 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $1,065,427 | 14,899 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $924,610 | 16,069 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $910,373 | 14,774 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||