LIG
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Lokken Investment Group’s RTX Corp RTX Stock Holding History

Lokken Investment Group’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 		$429K Buy
2,561
+7
+0.3% +$1.09K 0.15% 98
2025
Q2 		$373K Sell
2,554
-6
-0.2% -$799 0.14% 96
2025
Q1 		$339K Sell
2,560
-414
-14% -$52.5K 0.14% 96
2024
Q4 		$344K Sell
2,974
-17
-0.6% -$2.05K 0.15% 95
2024
Q3 		$362K Buy
2,991
+2
+0.1% +$228 0.15% 102
2024
Q2 		$300K Buy
2,989
+12
+0.4% +$1.24K 0.14% 106
2024
Q1 		$290K Sell
2,977
-50
-2% -$4.51K 0.14% 106
2023
Q4 		$255K Sell
3,027
-4,876
-62% -$386K 0.14% 109
2023
Q3 		$569K Sell
7,903
-214
-3% -$18.3K 0.37% 64
2023
Q2 		$795K Buy
8,117
+1,170
+17% +$115K 0.52% 46
2023
Q1 		$680K Buy
6,947
+754
+12% +$74.3K 0.52% 47
2022
Q4 		$625K Buy
6,193
+266
+4% +$25K 0.49% 46
2022
Q3 		$485K Buy
5,927
+101
+2% +$9.14K 0.42% 53
2022
Q2 		$560K Buy
5,826
+113
+2% +$10.9K 0.45% 48
2022
Q1 		$542K Buy
5,713
+712
+14% +$67.5K 0.43% 50
2021
Q4 		$430K Buy
5,001
+275
+6% +$24K 0.31% 68
2021
Q3 		$406K Sell
4,726
-57
-1% -$4.88K 0.32% 70
2021
Q2 		$408K Buy
4,783
+441
+10% +$37.1K 0.33% 69
2021
Q1 		$336K Sell
4,342
-225
-5% -$16.4K 0.3% 77
2020
Q4 		$327K Buy
+4,567
New +$300K 0.3% 63

Other funds holding RTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lokken Investment Group's RTX Position: Q3 2025 in Review

Lokken Investment Group increased its RTX Corp (RTX) stake by 0.27% in Q3 2025, buying an estimated $1.09K and bringing the position to 2,561 shares worth $429K. The position accounts for 0.15% of the portfolio, ranked #98.

Lokken Investment Group first reported a position in RTX in Q4 2020 and has held it in 20 quarters since. The position peaked at $795K in Q2 2023. 3,093 funds tracked by Wall St. Rank hold RTX as of Q3 2025.

  • Lokken Investment Group held 2,561 shares of RTX Corp worth $429K as of Q3 2025.
  • Lokken Investment Group bought 7 RTX Corp shares in Q3 2025, an estimated $1.09K.
  • RTX Corp made up 0.15% of Lokken Investment Group's portfolio in Q3 2025, its #98 holding.
  • Lokken Investment Group first reported a position in RTX Corp in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's RTX Corp position peaked at $795K in Q2 2023.
  • 3,093 funds tracked by Wall St. Rank held RTX Corp as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.