Position in RTX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,663,673
+$13,689,355 QoQ
Shares Held
93,099
+351.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#481
of 3,392 holders
Holding Since
Mar 2024
10 quarters on record
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Simplicity Wealth,LLC holds $37,999,008 across 13 Aerospace & Defense names. RTX ranks #1 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RTX |
RTX Corp
This page
|
93,099 | $17,663,673 | |
| 2 | GD |
General Dynamics Corp
|
17,930 | $6,351,523 | |
| 3 | LMT |
Lockheed Martin Corp
|
6,666 | $3,396,060 | |
| 4 | GE |
General Electric Co
|
6,901 | $2,579,110 | |
| 5 | BA |
Boeing Co
|
10,623 | $2,299,560 | |
| 6 | AVAV |
AeroVironment Inc
|
9,611 | $1,586,487 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
6,411 | $1,095,383 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
3,861 | $1,038,068 |
All Filings in RTX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,663,673 | 93,099 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,974,318 | 20,603 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,698,627 | 20,167 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,032,485 | 24,099 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,770,035 | 32,667 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,593,434 | 19,579 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $419,253 | 3,623 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,440,350 | 11,888 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,829,762 | 48,110 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,575,717 | 46,916 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||