Position in RTX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$733,306
+$114,483 QoQ
Shares Held
3,865
+20.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#309
of 573 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Derivatives in RTX
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$955,697
PutShares
9,756
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026IAMS WEALTH MANAGEMENT, LLC holds $7,782,329 across 8 Aerospace & Defense names. RTX ranks #6 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
8,098 | $2,353,197 | |
| 2 | HONA |
Honeywell Aerospace Inc.
|
5,464 | $1,206,451 | |
| 3 | GE |
General Electric Co
|
2,535 | $947,405 | |
| 4 | BWXT |
BWX Technologies, Inc.
|
4,517 | $879,234 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,183 | $855,781 | |
| 6 | RTX |
RTX Corp
This page
|
3,865 | $733,306 | |
| 7 | LMT |
Lockheed Martin Corp
|
1,189 | $605,747 | |
| 8 | GD |
General Dynamics Corp
|
568 | $201,208 |
All Filings in RTX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,306 | 3,865 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $618,823 | 3,208 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $656,021 | 3,577 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $697,431 | 4,168 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $688,046 | 4,712 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $663,227 | 5,007 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $612,737 | 5,295 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $661,291 | 5,458 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $557,867 | 5,557 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $619,900 | 6,356 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $480,944 | 5,716 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $400,441 | 5,564 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $955,697 | 9,756 | Put | Sole | 2023-10-30 | |
| 2023-03-31 | $431,087 | 4,402 | Shares | Sole | 2023-10-30 | |
| 2022-12-31 | $284,998 | 2,824 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||