Position in RTX
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$266,202
+$13,110 QoQ
Shares Held
1,380
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $322,434 across 5 Aerospace & Defense names. RTX ranks #1 (82.6% of the industry book) .
All Filings in RTX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $266,202 | 1,380 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $253,092 | 1,380 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $255,847 | 1,529 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $223,264 | 1,529 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $268,099 | 2,024 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $234,217 | 2,024 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $245,227 | 2,024 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $203,189 | 2,024 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $197,400 | 2,024 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $170,299 | 2,024 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $145,667 | 2,024 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $198,271 | 2,024 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||