Position in RTX
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$317,228
-$260,507 QoQ
Shares Held
1,672
-44.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,728
of 3,392 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 202649 WEALTH MANAGEMENT, LLC holds $1,550,355 across 5 Aerospace & Defense names. RTX ranks #3 (20.5% of the industry book) .
All Filings in RTX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,228 | 1,672 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $577,735 | 2,995 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $475,923 | 2,595 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $419,998 | 2,510 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $366,802 | 2,512 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $351,151 | 2,651 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $301,913 | 2,609 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $305,929 | 2,525 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||