RTX Corporation
MX ˙ BMV ˙ US75513E1010
SecurityMX:RTX / RTX Corporation
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership10,165 shares
Latest Disclosed Value $ 1,960,830
HCR Wealth Advisors reports 12.43% increase in ownership of RTX / RTX Corporation

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 10,165 shares of RTX Corporation (MX:RTX) valued at $1,960,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 9,041 shares of RTX Corporation. This represents a change in shares of 12.43% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F RTX Common Stock 75513E101 10,165 1,124 12.43 1,961 18.21 0.2033
2026-01-27 2025-12-31 13F RTX Common Stock 75513E101 9,041 1,354 17.61 1,658 29.43 0.1642
2025-10-03 2025-09-30 13F RTX Common Stock 75513E101 7,687 2,828 58.20 1,281 80.68 0.1327
2025-07-17 2025-06-30 13F RTX Common Stock 75513E101 4,859 36 0.75 710 11.13 0.0835
2025-04-21 2025-03-31 13F RTX Common Stock 75513E101 4,823 -173 -3.46 639 10.38 0.0832
2025-01-14 2024-12-31 13F RTX Common Stock 75513E101 4,996 -197 -3.79 578 -8.11 0.0724
2024-10-10 2024-09-30 13F RTX Common Stock 75513E101 5,193 896 20.85 629 45.94 0.0823
2024-08-07 2024-06-30 13F RTX Common Stock 75513E101 4,297 260 6.44 431 9.67 0.0617
2024-05-10 2024-03-31 13F RTX Common Stock 75513E101 4,037 3 0.07 394 15.93 0.0597
2024-02-09 2023-12-31 13F RTX Common Stock 75513E101 4,034 980 32.09 339 54.79 0.0536
2023-10-20 2023-09-30 13F RTX COM 75513E101 3,054 -205 -6.29 220 -31.35 0.0482
2023-08-10 2023-06-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,259 107 3.39 319 3.57 0.0591
2023-05-12 2023-03-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,152 2 0.06 309 -2.84 0.0611
2023-02-13 2022-12-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,150 -156 -4.72 318 16.97 0.0667
2022-11-07 2022-09-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,306 61 1.88 271 -13.14 0.0576
2022-08-12 2022-06-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,245 60 1.88 312 -1.27 0.0626
2022-05-05 2022-03-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,185 -12 -0.38 316 14.91 0.0516
2022-02-04 2021-12-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,197 -94 -2.86 275 -2.83 0.0426
2021-11-02 2021-09-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,291 3 0.09 283 0.71 0.0472
2021-07-21 2021-06-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,288 2 0.06 281 10.63 0.0488
2021-05-13 2021-03-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 3,286 -1,622 -33.05 254 -27.64 0.0502
2021-02-04 2020-12-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 4,908 -160 -3.16 351 20.62 0.0735
2020-11-05 2020-09-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 5,068 5,068 291 0.0665
2020-05-08 2020-03-31 13F UNITED TECHNOLOGIES COM 913017109 0 -3,188 -100.00 0 -100.00
2020-02-07 2019-12-31 13F UNITED TECHNOLOGIES COM 913017109 3,188 7 0.22 477 9.91 0.1157
2019-11-07 2019-09-30 13F UNITED TECHNOLOGIES COM 913017109 3,181 -192 -5.69 434 -1.14 0.1441
2019-07-25 2019-06-30 13F UNITED TECHNOLOGIES COM 913017109 3,373 -55 -1.60 439 -3.73 0.1248
2019-05-10 2019-03-31 13F UNITED TECHNOLOGIES COM 913017109 3,428 -1,680 -32.89 456 -15.56 0.1310
2019-01-31 2018-12-31 13F UNITED TECHNOLOGIES COM 913017109 5,108 409 8.70 540 -10.89 0.1745
2018-11-08 2018-09-30 13F UNITED TECHNOLOGIES COM 913017109 4,699 128 2.80 606 6.88 0.1974
2018-08-14 2018-06-30 13F UNITED TECHNOLOGIES COM 913017109 4,571 18 0.40 567 -0.35 0.1860
2018-05-15 2018-03-31 13F UNITED TECHNOLOGIES COM 913017109 4,553 -177 -3.74 569 -3.56 0.1973
2018-02-13 2017-12-31 13F UNITED TECHNOLOGIES COM 913017109 4,730 -117 -2.41 590 7.08 0.2061
2017-11-13 2017-09-30 13F UNITED TECHNOLOGIES COM 913017109 4,847 90 1.89 551 -5.00 0.2319
2017-08-16 2017-06-30 13F/A-1 UNITED TECHNOLOGIES COM 913017109 4,757 443 10.27 580 19.83 0.2864
2017-05-11 2017-03-31 13F UNITED TECHNOLOGIES COM 913017109 4,314 -360 -7.70 484 -5.47 0.2479
2017-02-14 2016-12-31 13F UNITED TECHNOLOGIES COM 913017109 4,674 4,674 512 0.2705
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.