Position in RTX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,904,889
-$52,660 QoQ
Shares Held
10,040
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,421
of 3,392 holders
Holding Since
Sep 2021
19 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, 2026Herold Advisors, Inc. holds $8,387,680 across 8 Aerospace & Defense names. RTX ranks #2 (22.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
5,158 | $1,927,699 | |
| 2 | RTX |
RTX Corp
This page
|
10,040 | $1,904,889 | |
| 3 | BA |
Boeing Co
|
7,901 | $1,710,329 | |
| 4 | LMT |
Lockheed Martin Corp
|
3,174 | $1,617,026 | |
| 5 | BWXT |
BWX Technologies, Inc.
|
3,721 | $724,292 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
400 | $224,244 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
1,205 | $205,886 | |
| 8 | ACHR |
Archer Aviation Inc.
|
15,500 | $73,315 |
All Filings in RTX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,904,889 | 10,040 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,957,549 | 10,148 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,804,839 | 9,841 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,726,176 | 10,316 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,523,280 | 10,432 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,388,180 | 10,480 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,228,252 | 10,614 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,277,753 | 10,546 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,048,372 | 10,443 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,032,842 | 10,590 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $905,093 | 10,757 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,617,021 | 22,468 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,817,647 | 18,555 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,718,671 | 17,550 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,358,585 | 13,462 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,047,480 | 12,796 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $722,074 | 7,513 | Shares | Sole | 2022-07-15 | |
| 2021-12-31 | $629,098 | 7,310 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $602,407 | 7,008 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||