Position in RTX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,626,788
+$1,484,891 QoQ
Shares Held
71,822
+14.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#543
of 3,392 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $54,234,003 across 20 Aerospace & Defense names. RTX ranks #1 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
71,822 | $13,626,788 | |
| 2 | GE |
General Electric Co
|
21,722 | $8,118,163 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
18,769 | $5,046,233 | |
| 4 | BA |
Boeing Co
|
20,589 | $4,456,900 | |
| 5 | LMT |
Lockheed Martin Corp
|
8,005 | $4,078,227 | |
| 6 | SPCX |
Space Exploration Technologies Corp
|
22,012 | $3,760,970 | |
| 7 | HEI |
Heico Corp
|
9,658 | $3,440,083 | |
| 8 | GD |
General Dynamics Corp
|
8,894 | $3,150,610 |
All Filings in RTX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,626,788 | 71,822 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,141,897 | 62,944 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,317,797 | 61,711 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $9,205,827 | 55,016 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $7,775,857 | 53,252 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,056,276 | 53,271 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,574,400 | 56,813 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,679,793 | 55,132 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,686,892 | 56,648 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $7,542,872 | 77,339 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,822,067 | 69,195 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,685,079 | 51,203 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,543,653 | 15,758 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $3,543,499 | 36,184 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,711,635 | 36,778 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,481,011 | 18,092 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,799,851 | 18,727 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,476,836 | 14,907 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $827,466 | 9,615 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||