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Livermore
Livermore
ZHEN

Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

RTX holding history

RTX Corp in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RTX overviewAll 13F holders of RTXFull Q2 2026 holdings

Shares (Q2 2026)
7,974
Value
$1.51M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of RTX by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,974$1.51M0.1%−73−0.9%ReducedHolders
Q1 20268,047$1.55M0.1%00.0%UnchangedHolders
Q4 20258,047$1.48M0.1%+639+8.6%AddedHolders
Q3 20257,408$1.24M0.1%00.0%UnchangedHolders
Q2 20257,408$1.08M0.1%+1,180+18.9%AddedHolders
Q1 20256,228$825.0K0.1%−232−3.6%ReducedHolders
Q4 20246,460$747.6K0.1%−183−2.8%ReducedHolders
Q3 20246,643$804.9K0.1%00.0%UnchangedHolders
Q2 20246,643$666.9K0.1%+42+0.6%AddedHolders
Q1 20246,601$643.8K0.1%−200−2.9%ReducedHolders
Q4 20236,801$572.2K0.1%+283+4.3%AddedHolders
Q3 20236,518$469.1K0.1%−811−11.1%ReducedHolders
Q2 20237,329$717.9K0.1%−355−4.6%ReducedHolders
Q1 20237,684$752.5K0.1%−201−2.5%ReducedHolders
Q4 20227,885$795.8K0.1%−500−6.0%ReducedHolders
Q3 20228,385$686.0K0.1%+789+10.4%AddedHolders
Q2 20227,596$730.0K0.1%+150+2.0%AddedHolders
Q1 20227,446$738.0K0.1%+421+6.0%AddedHolders
Q4 20217,025$605.0K0.1%−96−1.3%ReducedHolders
Q3 20217,121$612.0K0.1%00.0%UnchangedHolders
Q2 20217,121$607.0K0.1%−1,060−13.0%ReducedHolders
Q1 20218,181$632.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.