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CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

RTX holding history

RTX Corp in every 13F filed by CM Wealth Advisors LLC, 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)
1,944
Value
$368.8K
% of portfolio
0.1%
Quarters held
8
Since Q2 2023
Holdings of RTX by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,944$368.8K0.1%+244+14.4%AddedHolders
Q1 20261,700$327.9K0.1%00.0%UnchangedHolders
Q4 20251,700$311.8K0.1%+1,700NewHolders
Q2 20250$00.0%−1,974−100.0%Sold outHolders
Q1 20251,974$261.5K0.1%00.0%UnchangedHolders
Q4 20241,974$228.4K0.1%00.0%UnchangedHolders
Q3 20241,974$239.2K0.1%+1,974NewHolders
Q2 20240$00.0%−5,084−100.0%Sold outHolders
Q1 20245,084$524.8K0.1%+5,084NewHolders
Q3 20230$00.0%−4,324−100.0%Sold outHolders
Q2 20234,324$377.7K0.1%+4,324NewHolders