Monte Financial Group’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
$7.52M Sell
38,978
-6,590
-14% -$1.31M 2.67% 3
2025
Q4
$8.36M Sell
45,568
-1,338
-3% -$232K 3.11% 2
2025
Q3
$7.85M Sell
46,906
-827
-2% -$128K 2.89% 2
2025
Q2
$6.97M Buy
47,733
+291
+0.6% +$38.8K 2.71% 4
2025
Q1
$6.11M Buy
47,442
+610
+1% +$77.3K 2.68% 7
2024
Q4
$5.42M Sell
46,832
-6,666
-12% -$805K 2.32% 18
2024
Q3
$6.48M Sell
53,498
-14,736
-22% -$1.68M 2.69% 8
2024
Q2
$6.85M Sell
68,234
-1,617
-2% -$167K 3.02% 3
2024
Q1
$6.81M Buy
69,851
+198
+0.3% +$17.9K 2.98% 5
2023
Q4
$5.86M Buy
69,653
+1,912
+3% +$151K 2.74% 9
2023
Q3
$4.88M Buy
67,741
+10,102
+18% +$865K 2.47% 15
2023
Q2
$5.65M Buy
57,639
+2,190
+4% +$214K 2.75% 9
2023
Q1
$5.43M Buy
55,449
+787
+1% +$77.5K 2.87% 6
2022
Q4
$5.52M Buy
54,662
+570
+1% +$53.6K 2.84% 10
2022
Q3
$4.43M Sell
54,092
-7,318
-12% -$662K 2.71% 12
2022
Q2
$5.9M Buy
61,410
+480
+0.8% +$46.1K 3.45% 5
2022
Q1
$6.04M Sell
60,930
-162
-0.3% -$15.4K 3.21% 5
2021
Q4
$5.26M Sell
61,092
-301
-0.5% -$26.2K 2.77% 12
2021
Q3
$5.28M Buy
61,393
+690
+1% +$59K 3.03% 10
2021
Q2
$5.18M Buy
60,703
+4,248
+8% +$357K 2.95% 9
2021
Q1
$4.36M Buy
56,455
+1,597
+3% +$117K 2.68% 19
2020
Q4
$3.92M Sell
54,858
-183
-0.3% -$12K 2.67% 13
2020
Q3
$3.17M Buy
55,041
+4,436
+9% +$270K 2.39% 22
2020
Q2
$3.12M Buy
50,605
+10,621
+27% +$663K 2.47% 20
2020
Q1
$2.37M Sell
39,984
-1,077
-3% -$91.1K 2.3% 22
2019
Q4
$3.87M Buy
41,061
+2,939
+8% +$267K 2.85% 9
2019
Q3
$3.27M Buy
38,122
+26
+0.1% +$2.16K 2.64% 16
2019
Q2
$3.12M Buy
38,096
+1,257
+3% +$105K 2.65% 15
2019
Q1
$2.99M Buy
36,839
+6,022
+20% +$458K 2.62% 19
2018
Q4
$2.06M Sell
30,817
-1,703
-5% -$134K 2.19% 26
2018
Q3
$2.86M Buy
32,520
+197
+0.6% +$16.5K 2.68% 17
2018
Q2
$2.54M Buy
32,323
+2,645
+9% +$207K 2.59% 19
2018
Q1
$2.35M Sell
29,678
-1,342
-4% -$111K 2.45% 21
2017
Q4
$2.49M Buy
+31,020
New +$2.36M 2.53% 16

Other funds holding RTX

Monte Financial Group's RTX Position: Q1 2026 in Review

Monte Financial Group reduced its RTX Corp (RTX) stake by 14% in Q1 2026, selling an estimated $1.31M and leaving 38,978 shares worth $7.52M. The position accounts for 2.67% of the portfolio, ranked #3.

Monte Financial Group first reported a position in RTX in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.36M in Q4 2025. 3,445 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Monte Financial Group held 38,978 shares of RTX Corp worth $7.52M as of Q1 2026.
  • Monte Financial Group sold 6,590 RTX Corp shares in Q1 2026, an estimated $1.31M.
  • RTX Corp made up 2.67% of Monte Financial Group's portfolio in Q1 2026, its #3 holding.
  • Monte Financial Group first reported a position in RTX Corp in Q4 2017 and has held it in 34 quarters since.
  • Monte Financial Group's RTX Corp position peaked at $8.36M in Q4 2025.
  • 3,445 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Monte Financial Group's 13F filing for Q1 2026, filed 14 May 2026.