Lee Financial’s RTX Corp RTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.92M | Sell |
9,964
-84
| -0.8% | -$16.7K | 0.27% | 36 |
|
|
2025
Q4 | $1.84M | Sell |
10,048
-2,319
| -19% | -$403K | 0.25% | 38 |
|
|
2025
Q3 | $2.07M | Buy |
12,367
+1,047
| +9% | +$163K | 0.26% | 40 |
|
|
2025
Q2 | $1.65M | Buy |
11,320
+3,076
| +37% | +$410K | 0.24% | 45 |
|
|
2025
Q1 | $1.09M | Buy |
+8,244
| New | +$1.05M | 0.17% | 65 |
|
|
2024
Q1 | – | Sell |
-458
| Closed | -$38.5K | – | 687 |
|
|
2023
Q4 | $38.5K | Sell |
458
-173
| -27% | -$13.7K | 0.01% | 256 |
|
|
2023
Q3 | $45.4K | Sell |
631
-306
| -33% | -$26.2K | 0.01% | 229 |
|
|
2023
Q2 | $91.8K | Buy |
937
+119
| +15% | +$11.7K | 0.02% | 173 |
|
|
2023
Q1 | $80.1K | Buy |
+818
| New | +$80.6K | 0.01% | 196 |
|
|
2022
Q4 | – | Sell |
-1,255
| Closed | -$103K | – | 982 |
|
|
2022
Q3 | $103K | Sell |
1,255
-229
| -15% | -$20.7K | 0.02% | 186 |
|
|
2022
Q2 | $143K | Buy |
1,484
+63
| +4% | +$6.06K | 0.03% | 164 |
|
|
2022
Q1 | $141K | Buy |
1,421
+1,125
| +380% | +$107K | 0.03% | 170 |
|
|
2021
Q4 | $26K | Sell |
296
-71
| -19% | -$6.19K | ﹤0.01% | 330 |
|
|
2021
Q3 | $31K | Buy |
367
+84
| +30% | +$7.18K | 0.01% | 273 |
|
|
2021
Q2 | $24K | Sell |
283
-50
| -15% | -$4.21K | 0.01% | 301 |
|
|
2021
Q1 | $26K | Buy |
333
+233
| +233% | +$17K | 0.01% | 275 |
|
|
2020
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 410 |
|
|
2020
Q3 | $6K | Sell |
100
-53
| -35% | -$3.23K | ﹤0.01% | 452 |
|
|
2020
Q2 | $9K | Buy |
+153
| New | +$9.55K | ﹤0.01% | 387 |
|
|
2020
Q1 | – | Sell |
-146
| Closed | -$14K | – | 508 |
|
|
2019
Q4 | $14K | Hold |
146
| – | – | ﹤0.01% | 302 |
|
|
2019
Q3 | $13K | Sell |
146
-177
| -55% | -$14.7K | ﹤0.01% | 309 |
|
|
2019
Q2 | $26K | Hold |
323
| – | – | 0.01% | 243 |
|
|
2019
Q1 | $26K | Buy |
323
+104
| +47% | +$7.9K | 0.01% | 232 |
|
|
2018
Q4 | $15K | Hold |
219
| – | – | ﹤0.01% | 243 |
|
|
2018
Q3 | $19K | Sell |
219
-3,720
| -94% | -$312K | ﹤0.01% | 259 |
|
|
2018
Q2 | $310K | Sell |
3,939
-482
| -11% | -$37.7K | 0.07% | 116 |
|
|
2018
Q1 | $350K | Buy |
4,421
+4,245
| +2,412% | +$351K | 0.09% | 111 |
|
|
2017
Q4 | $14K | Hold |
176
| – | – | ﹤0.01% | 283 |
|
|
2017
Q3 | $13K | Sell |
176
-437
| -71% | -$32.3K | ﹤0.01% | 295 |
|
|
2017
Q2 | $47K | Hold |
613
| – | – | 0.02% | 194 |
|
|
2017
Q1 | $43K | Hold |
613
| – | – | 0.02% | 181 |
|
|
2016
Q4 | $42K | Buy |
+613
| New | +$40.6K | 0.02% | 186 |
|
Other funds holding RTX
VCM
VPM
Lee Financial's RTX Position: Q1 2026 in Review
Lee Financial reduced its RTX Corp (RTX) stake by 0.84% in Q1 2026, selling an estimated $16.7K and leaving 9,964 shares worth $1.92M. The position accounts for 0.27% of the portfolio, ranked #36.
Lee Financial first reported a position in RTX in Q4 2016 and has held it in 32 quarters since. The position peaked at $2.07M in Q3 2025. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.
- Lee Financial held 9,964 shares of RTX Corp worth $1.92M as of Q1 2026.
- Lee Financial sold 84 RTX Corp shares in Q1 2026, an estimated $16.7K.
- RTX Corp made up 0.27% of Lee Financial's portfolio in Q1 2026, its #36 holding.
- Lee Financial first reported a position in RTX Corp in Q4 2016 and has held it in 32 quarters since.
- Lee Financial's RTX Corp position peaked at $2.07M in Q3 2025.
- 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.