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Bard Financial Services’s RTX Corp RTX Stock Holding History

Bard Financial Services’s Portfolio RTX Stock Details RTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$4.39M Buy
26,240
+250
+1% +$38.8K 0.48% 56
2025
Q2 		$3.8M Buy
25,990
+1,300
+5% +$173K 0.45% 58
2025
Q1 		$3.27M Sell
24,690
-65
-0.3% -$8.24K 0.4% 62
2024
Q4 		$2.86M Hold
24,755
– – 0.34% 66
2024
Q3 		$3M Sell
24,755
-2,700
-10% -$308K 0.35% 64
2024
Q2 		$2.76M Hold
27,455
– – 0.29% 75
2024
Q1 		$2.68M Buy
27,455
+65
+0.2% +$5.87K 0.28% 75
2023
Q4 		$2.3M Buy
27,390
+1,015
+4% +$80.3K 0.26% 83
2023
Q3 		$1.9M Buy
26,375
+950
+4% +$81.4K 0.23% 85
2023
Q2 		$2.49M Sell
25,425
-500
-2% -$49K 0.19% 107
2023
Q1 		$2.54M Sell
25,925
-200
-0.8% -$19.7K 0.2% 99
2022
Q4 		$2.64M Sell
26,125
-345
-1% -$32.5K 0.22% 96
2022
Q3 		$2.17M Buy
26,470
+750
+3% +$67.9K 0.2% 104
2022
Q2 		$2.47M Sell
25,720
-500
-2% -$48.1K 0.23% 96
2022
Q1 		$2.6M Hold
26,220
– – 0.21% 100
2021
Q4 		$2.26M Sell
26,220
-250
-0.9% -$21.8K 0.18% 107
2021
Q3 		$2.27M Sell
26,470
-500
-2% -$42.8K 0.2% 104
2021
Q2 		$2.3M Sell
26,970
-605
-2% -$50.9K 0.2% 102
2021
Q1 		$2.13M Sell
27,575
-35
-0.1% -$2.55K 0.21% 102
2020
Q4 		$1.97M Buy
+27,610
New +$1.81M 0.2% 103

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bard Financial Services's RTX Position: Q3 2025 in Review

Bard Financial Services increased its RTX Corp (RTX) stake by 0.96% in Q3 2025, buying an estimated $38.8K and bringing the position to 26,240 shares worth $4.39M. The position accounts for 0.48% of the portfolio, ranked #56.

Bard Financial Services first reported a position in RTX in Q4 2020 and has held it in 20 quarters since. 3,100 funds tracked by Wall St. Rank hold RTX as of Q3 2025.

  • Bard Financial Services held 26,240 shares of RTX Corp worth $4.39M as of Q3 2025.
  • Bard Financial Services bought 250 RTX Corp shares in Q3 2025, an estimated $38.8K.
  • RTX Corp made up 0.48% of Bard Financial Services's portfolio in Q3 2025, its #56 holding.
  • Bard Financial Services first reported a position in RTX Corp in Q4 2020 and has held it in 20 quarters since.
  • 3,100 funds tracked by Wall St. Rank held RTX Corp as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.