BFIM
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Beese Fulmer Investment Management’s RTX Corp RTX Stock Holding History

Beese Fulmer Investment Management’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
2026
Q1 		$34M Sell
176,077
-1,635
-0.9% -$325K 2.18% 8
2025
Q4 		$32.6M Buy
177,712
+2,353
+1% +$409K 2.12% 8
2025
Q3 		$29.3M Sell
175,359
-543
-0.3% -$84.3K 2.03% 11
2025
Q2 		$25.7M Buy
175,902
+1,102
+0.6% +$147K 1.91% 13
2025
Q1 		$23.2M Sell
174,800
-790
-0.4% -$100K 1.99% 11
2024
Q4 		$20.3M Buy
175,590
+620
+0.4% +$74.9K 1.73% 15
2024
Q3 		$21.2M Sell
174,970
-593
-0.3% -$67.6K 1.82% 12
2024
Q2 		$17.6M Buy
175,563
+3,238
+2% +$335K 1.6% 18
2024
Q1 		$16.8M Buy
172,325
+1,843
+1% +$166K 1.58% 18
2023
Q4 		$14.3M Buy
170,482
+69,697
+69% +$5.52M 1.49% 21
2023
Q3 		$7.25M Buy
100,785
+2,602
+3% +$223K 0.82% 47
2023
Q2 		$9.62M Buy
98,183
+259
+0.3% +$25.4K 1.04% 37
2023
Q1 		$9.59M Buy
97,924
+1,958
+2% +$193K 1.09% 37
2022
Q4 		$9.68M Buy
95,966
+2,376
+3% +$223K 1.17% 31
2022
Q3 		$7.66M Buy
93,590
+3,776
+4% +$342K 1.03% 35
2022
Q2 		$8.63M Sell
89,814
-38
-0% -$3.65K 1.1% 29
2022
Q1 		$8.9M Buy
89,852
+2,932
+3% +$278K 0.96% 36
2021
Q4 		$7.48M Buy
86,920
+4,299
+5% +$375K 0.78% 44
2021
Q3 		$7.1M Buy
82,621
+1,835
+2% +$157K 0.8% 43
2021
Q2 		$6.89M Buy
80,786
+12,395
+18% +$1.04M 0.78% 45
2021
Q1 		$5.29M Buy
68,391
+12,508
+22% +$913K 0.63% 51
2020
Q4 		$4M Buy
55,883
+9,428
+20% +$620K 0.51% 58
2020
Q3 		$2.67M Buy
46,455
+13,702
+42% +$834K 0.38% 73
2020
Q2 		$2.02M Buy
32,753
+17,244
+111% +$1.08M 0.3% 80
2020
Q1 		$921K Buy
15,509
+3,035
+24% +$257K 0.16% 103
2019
Q4 		$1.18M Buy
12,474
+3,321
+36% +$301K 0.16% 107
2019
Q3 		$786K Buy
9,153
+221
+2% +$18.3K 0.12% 115
2019
Q2 		$732K Sell
8,932
-111
-1% -$9.28K 0.14% 101
2019
Q1 		$734K Sell
9,043
-97
-1% -$7.37K 0.14% 100
2018
Q4 		$612K Buy
9,140
+5,892
+181% +$462K 0.14% 101
2018
Q3 		$286K Hold
3,248
– – 0.06% 141
2018
Q2 		$256K Hold
3,248
– – 0.05% 153
2018
Q1 		$257K Buy
3,248
+159
+5% +$13.1K 0.06% 147
2017
Q4 		$248K Hold
3,089
– – 0.05% 156
2017
Q3 		$226K Buy
3,089
+318
+11% +$23.5K 0.05% 164
2017
Q2 		$213K Buy
+2,771
New +$208K 0.05% 164
2016
Q4 		– Sell
-3,575
Closed -$229K – 181
2016
Q3 		$229K Buy
+3,575
New +$237K 0.06% 149
2014
Q3 		– Sell
-2,940
Closed -$214K – 160
2014
Q2 		$214K Hold
2,940
– – 0.07% 144
2014
Q1 		$216K Hold
2,940
– – 0.08% 140
2013
Q4 		$211K Buy
+2,940
New +$200K 0.08% 139

Other funds holding RTX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beese Fulmer Investment Management's RTX Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its RTX Corp (RTX) stake by 0.92% in Q1 2026, selling an estimated $325K and leaving 176,077 shares worth $34M. The position accounts for 2.18% of the portfolio, ranked #8.

Beese Fulmer Investment Management first reported a position in RTX in Q4 2013 and has held it in 40 quarters since. 3,448 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Beese Fulmer Investment Management held 176,077 shares of RTX Corp worth $34M as of Q1 2026.
  • Beese Fulmer Investment Management sold 1,635 RTX Corp shares in Q1 2026, an estimated $325K.
  • RTX Corp made up 2.18% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #8 holding.
  • Beese Fulmer Investment Management first reported a position in RTX Corp in Q4 2013 and has held it in 40 quarters since.
  • 3,448 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.