Position in RTX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$368,835
+$40,905 QoQ
Shares Held
1,944
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,607
of 3,392 holders
Holding Since
Jun 2023
8 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, 2026CM WEALTH ADVISORS LLC holds $3,793,102 across 7 Aerospace & Defense names. RTX ranks #5 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DCO |
Ducommun Inc /De/
|
7,579 | $1,403,706 | |
| 2 | NOC |
Northrop Grumman Corp /De/
|
1,460 | $743,592 | |
| 3 | LHX |
L3harris Technologies, Inc. /De/
|
1,413 | $410,603 | |
| 4 | GE |
General Electric Co
|
1,001 | $374,103 | |
| 5 | RTX |
RTX Corp
This page
|
1,944 | $368,835 | |
| 6 | GD |
General Dynamics Corp
|
702 | $248,676 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
906 | $243,587 |
All Filings in RTX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $368,835 | 1,944 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $327,930 | 1,700 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $311,780 | 1,700 | Shares | Sole | 2026-01-26 | |
| 2025-03-31 | $261,476 | 1,974 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $228,431 | 1,974 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $239,169 | 1,974 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $495,842 | 5,084 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $423,579 | 4,324 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||