Charter Oak Capital Management, LLC

Position in RTX — RTX Corp

CIK 1810720 PORTSMOUTH, NH

Position in RTX

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$1,903,537

+$124,557 QoQ

Shares Held

9,868

+1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 49% Shared 0% None 51%

Industrials · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $3,211,908 across 5 Aerospace & Defense names. RTX ranks #1 (59.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp This page	9,868	$1,903,537
2	GE	General Electric Co	1,386	$393,305
3	TXT	Textron Inc	4,263	$373,268
4	BA	Boeing Co	1,672	$332,778
5	GD	General Dynamics Corp	609	$209,020

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,903,537	9,868	+1.7%	Shares	Sole	2026-04-24
2025-12-31	$1,778,980	9,700	+19.4%	Shares	Sole	2026-01-23
2025-09-30	$1,359,890	8,127	-0.3%	Shares	Sole	2025-10-30
2025-06-30	$1,190,063	8,150	+2.1%	Shares	Sole	2025-07-10
2025-03-31	$1,057,295	7,982	-5.5%	Shares	Sole	2025-04-14
2024-12-31	$977,023	8,443	-2.0%	Shares	Sole	2025-01-22
2024-09-30	$1,044,156	8,618	+7.6%	Shares	Sole	2024-10-30
2024-06-30	$804,425	8,013	+3.1%	Shares	Sole	2024-07-24
2024-03-31	$758,198	7,774	-2.0%	Shares	Sole	2024-04-23
2023-12-31	$667,314	7,931	-0.8%	Shares	Sole	2024-01-26
2023-09-30	$575,616	7,998	+3.5%	Shares	Sole	2023-10-05
2023-06-30	$756,838	7,726	+0.0%	Shares	Sole	2023-07-20
2023-03-31	$756,411	7,724	+3.1%	Shares	Defined	2023-04-19
2022-12-31	$755,789	7,489	+0.7%	Shares	Sole	2023-01-20
2022-09-30	$608,792	7,437	-0.5%	Shares	Sole	2022-12-06
2022-06-30	$718,614	7,477	+12.5%	Shares	Sole	2022-07-21
2022-03-31	$658,419	6,646	-1.2%	Shares	Sole	2022-05-05
2021-12-31	$578,667	6,724	+1.9%	Shares	Sole	2022-02-09
2021-09-30	$567,250	6,599	+1.6%	Shares	Sole	2021-11-08
2021-06-30	$553,917	6,493	-4.5%	Shares	Sole	2021-07-29
2021-03-31	$525,513	6,801	-4.6%	Shares	Sole	2021-05-17
2020-12-31	$509,866	7,130	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.