RTX Corporation
MX ˙ BMV ˙ US75513E1010
SecurityMX:RTX / RTX Corporation
InstitutionInstitute for Wealth Management, LLC.
Latest Disclosed Ownership13,890 shares
Latest Disclosed Value $ 2,679,351
Institute for Wealth Management, LLC. reports 0.55% decrease in ownership of RTX / RTX Corporation

On May 14, 2026 - Institute for Wealth Management, LLC. filed a 13F-HR form disclosing ownership of 13,890 shares of RTX Corporation (MX:RTX) valued at $2,679,351 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 13,967 shares of RTX Corporation. This represents a change in shares of -0.55% 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)
2026-05-14 2026-03-31 13F RTX COM 75513E101 13,890 -77 -0.55 2,679 4.61 0.2855
2026-01-27 2025-12-31 13F RTX COM 75513E101 13,967 -513 -3.54 2,562 5.74 0.2714
2025-10-17 2025-09-30 13F RTX COM 75513E101 14,480 -164 -1.12 2,423 13.28 0.2524
2025-07-18 2025-06-30 13F RTX COM 75513E101 14,644 -424 -2.81 2,138 7.17 0.2384
2025-04-21 2025-03-31 13F RTX COM 75513E101 15,068 -168 -1.10 1,996 13.16 0.2561
2025-01-23 2024-12-31 13F RTX COM 75513E101 15,236 -266 -1.72 1,763 -6.12 0.2209
2024-11-12 2024-09-30 13F RTX COM 75513E101 15,502 -109 -0.70 1,878 19.85 0.2370
2024-07-25 2024-06-30 13F RTX COM 75513E101 15,611 -16 -0.10 1,567 2.82 0.2100
2024-04-30 2024-03-31 13F RTX COM 75513E101 15,627 -78 -0.50 1,524 15.37 0.1964
2024-01-31 2023-12-31 13F RTX COM 75513E101 15,705 -1,302 -7.66 1,321 7.92 0.2144
2023-10-13 2023-09-30 13F RTX COM 75513E101 17,007 -318 -1.84 1,224 -27.87 0.2207
2023-07-25 2023-06-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 17,325 274 1.61 1,697 1.68 0.2863
2023-04-20 2023-03-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 17,051 -16 -0.09 1,670 -3.08 0.3189
2023-02-02 2022-12-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 17,067 -287 -1.65 1,722 21.18 0.3621
2022-10-18 2022-09-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 17,354 -261 -1.48 1,421 -16.07 0.3188
2022-07-25 2022-06-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 17,615 -804 -4.37 1,693 -7.23 0.3324
2022-04-29 2022-03-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 18,419 -79 -0.43 1,825 14.64 0.2953
2022-01-21 2021-12-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 18,498 61 0.33 1,592 0.44 0.2594
2021-11-15 2021-09-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 18,437 -834 -4.33 1,585 -3.59 0.2782
2021-07-21 2021-06-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 19,271 -368 -1.87 1,644 8.30 0.2886
2021-05-04 2021-03-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 19,639 -1,151 -5.54 1,518 2.08 0.2886
2021-02-01 2020-12-31 13F RAYTHEON TECHNOLOGIES COM 75513E101 20,790 -1,718 -7.63 1,487 14.83 0.2956
2020-11-03 2020-09-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 22,508 -3,325 -12.87 1,295 -18.66 0.2956
2020-07-30 2020-06-30 13F RAYTHEON TECHNOLOGIES COM 75513E101 25,833 15,745 156.08 1,592 67.23 0.3897
2020-04-29 2020-03-31 13F UNITED TECHNOLOGIES COM 913017109 10,088 -59 -0.58 952 -37.37 0.2936
2020-02-27 2019-12-31 13F/A-1 UNITED TECHNOLOGIES COM 913017109 10,147 2,814 38.37 1,520 51.85 0.3432
2020-01-27 2019-12-31 13F UNITED TECHNOLOGIES COM 913017109 1,520 -5,813 1,520 352,974.5069
2019-10-28 2019-09-30 13F UNITED TECHNOLOGIES COM 913017109 7,333 -562 -7.12 1,001 -2.63 0.2523
2019-08-02 2019-06-30 13F UNITED TECHNOLOGIES COM 913017109 7,895 1,830 30.17 1,028 31.29 0.2275
2019-05-15 2019-03-31 13F UNITED TECHNOLOGIES COM 913017109 6,065 6,065 783 0.1702
2017-11-14 2017-09-30 13F UNITED TECHNOLOGIES COM 913017109 0 -4,297 -100.00 0 -100.00
2017-08-14 2017-06-30 13F UNITED TECHNOLOGIES COM 913017109 4,297 4,297 522 0.1436
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.