Position in RTX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$516,065
-$98,321 QoQ
Shares Held
2,720
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,337
of 3,392 holders
Holding Since
Jun 2024
9 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, 2026Performance Wealth Partners, LLC holds $12,657,335 across 8 Aerospace & Defense names. RTX ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
18,484 | $6,908,025 | |
| 2 | LMT |
Lockheed Martin Corp
|
4,962 | $2,527,940 | |
| 3 | GD |
General Dynamics Corp
|
2,172 | $769,409 | |
| 4 | BA |
Boeing Co
|
3,481 | $753,532 | |
| 5 | SPCX |
Space Exploration Technologies Corp
|
3,505 | $598,864 | |
| 6 | RTX |
RTX Corp
This page
|
2,720 | $516,065 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
540 | $302,729 | |
| 8 | HONA |
Honeywell Aerospace Inc.
|
1,270 | $280,771 |
All Filings in RTX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,065 | 2,720 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $614,386 | 3,185 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $631,629 | 3,444 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $563,065 | 3,365 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $489,897 | 3,355 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $445,992 | 3,367 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $401,085 | 3,466 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $413,397 | 3,412 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $216,440 | 2,156 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||