Position in RTX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,446,445
-$261,285 QoQ
Shares Held
18,165
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,080
of 3,392 holders
Holding Since
Sep 2020
24 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 Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $16,409,736 across 6 Aerospace & Defense names. RTX ranks #2 (21.0% of the industry book) .
All Filings in RTX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,446,445 | 18,165 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $3,707,730 | 19,221 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,589,138 | 19,570 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,351,285 | 20,028 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,943,471 | 20,158 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,654,365 | 20,039 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,363,581 | 20,425 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,503,286 | 20,661 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,075,864 | 20,678 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,044,228 | 20,960 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,764,499 | 20,971 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,488,699 | 20,685 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $1,896,701 | 19,362 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,900,527 | 19,407 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,973,995 | 19,560 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,474,871 | 18,017 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $1,601,480 | 16,663 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,583,138 | 15,980 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,387,717 | 16,125 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,330,746 | 15,481 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $1,322,390 | 15,501 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,191,194 | 15,416 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $1,103,113 | 15,426 | Shares | Sole | 2021-03-05 | |
| 2020-09-30 | $542,487 | 9,428 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||