Position in RTX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,167,474
-$9,401 QoQ
Shares Held
11,424
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#191
of 573 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 57.64180672268907.ToString("F0")%
Shared 0.ToString("F0")%
None 42.358193277310924.ToString("F0")%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026MBL Wealth, LLC holds $6,426,105 across 9 Aerospace & Defense names. RTX ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
11,424 | $2,167,474 | |
| 2 | GE |
General Electric Co
|
4,811 | $1,798,014 | |
| 3 | HEI |
Heico Corp
|
1,749 | $622,976 | |
| 4 | GD |
General Dynamics Corp
|
1,617 | $572,806 | |
| 5 | LMT |
Lockheed Martin Corp
|
936 | $476,854 | |
| 6 | BA |
Boeing Co
|
1,286 | $278,380 | |
| 7 | LHX |
L3harris Technologies, Inc. /De/
|
806 | $234,215 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,033 | $228,086 |
All Filings in RTX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,167,474 | 11,424 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,176,875 | 11,285 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,125,605 | 11,590 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,517,849 | 9,071 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,296,948 | 8,882 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,073,455 | 8,104 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $832,026 | 7,190 | Shares | Sole | 2025-04-21 | |
| 2024-09-30 | $623,368 | 5,145 | Shares | Sole | 2025-01-08 | |
| 2024-06-30 | $513,394 | 5,114 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $491,551 | 5,040 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $382,752 | 4,549 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $328,615 | 4,566 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $494,698 | 5,050 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $515,895 | 5,268 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $490,874 | 4,864 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $406,353 | 4,964 | Shares | Sole | 2023-01-12 | |
| 2022-06-30 | $261,130 | 2,717 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $387,264 | 3,909 | Shares | Sole | 2022-05-02 | |
| 2021-03-31 | $243,014 | 3,145 | Shares | Defined | 2021-05-27 | |
| No filing history on record for this holder in this stock. | ||||||