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Montgomery Investment Management’s RTX Corp RTX Stock Holding History

Montgomery 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
Q2 		$2.31M Sell
12,151
-150
-1% -$27.5K 0.7% 30
2026
Q1 		$2.37M Hold
12,301
– – 0.81% 31
2025
Q4 		$2.26M Hold
12,301
– – 0.81% 31
2025
Q3 		$2.06M Hold
12,301
– – 0.72% 31
2025
Q2 		$1.8M Hold
12,301
– – 0.7% 34
2025
Q1 		$1.63M Hold
12,301
– – 0.65% 36
2024
Q4 		$1.42M Sell
12,301
-100
-0.8% -$12.1K 0.56% 35
2024
Q3 		$1.5M Hold
12,401
– – 0.54% 35
2024
Q2 		$1.24M Sell
12,401
-200
-2% -$20.7K 0.49% 35
2024
Q1 		$1.23M Sell
12,601
-6,100
-33% -$551K 0.47% 35
2023
Q4 		$1.57M Hold
18,701
– – 0.48% 39
2023
Q3 		$1.35M Hold
18,701
– – 0.46% 40
2023
Q2 		$1.83M Hold
18,701
– – 0.62% 35
2023
Q1 		$1.83M Hold
18,701
– – 0.65% 37
2022
Q4 		$1.89M Hold
18,701
– – 0.67% 33
2022
Q3 		$1.53M Hold
18,701
– – 0.63% 34
2022
Q2 		$1.8M Hold
18,701
– – 0.73% 33
2022
Q1 		$1.85M Hold
18,701
– – 0.63% 34
2021
Q4 		$1.61M Sell
18,701
-200
-1% -$17.4K 0.54% 35
2021
Q3 		$1.62M Buy
18,901
+900
+5% +$77K 0.61% 35
2021
Q2 		$1.53M Sell
18,001
-900
-5% -$75.7K 0.57% 36
2021
Q1 		$1.46M Hold
18,901
– – 0.56% 36
2020
Q4 		$1.35M Sell
18,901
-33
-0.2% -$2.17K 0.62% 36
2020
Q3 		$1.09M Sell
18,934
-1,500
-7% -$91.3K 0.57% 36
2020
Q2 		$1.26M Buy
+20,434
New +$1.28M 0.68% 35

Other funds holding RTX

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AAS
AdviceOne Advisory Services Glastonbury, Connecticut $177M AUM 26.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
AIM
Avity Investment Management Greenwich, Connecticut $1.57B AUM 35.56% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Montgomery Investment Management's RTX Position: Q2 2026 in Review

Montgomery Investment Management reduced its RTX Corp (RTX) stake by 1.2% in Q2 2026, selling an estimated $27.5K and leaving 12,151 shares worth $2.31M. The position accounts for 0.7% of the portfolio, ranked #30.

Montgomery Investment Management first reported a position in RTX in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.37M in Q1 2026. 593 funds tracked by Wall St. Rank hold RTX as of Q2 2026.

  • Montgomery Investment Management held 12,151 shares of RTX Corp worth $2.31M as of Q2 2026.
  • Montgomery Investment Management sold 150 RTX Corp shares in Q2 2026, an estimated $27.5K.
  • RTX Corp made up 0.7% of Montgomery Investment Management's portfolio in Q2 2026, its #30 holding.
  • Montgomery Investment Management first reported a position in RTX Corp in Q2 2020 and has held it in 25 quarters since.
  • Montgomery Investment Management's RTX Corp position peaked at $2.37M in Q1 2026.
  • 593 funds tracked by Wall St. Rank held RTX Corp as of Q2 2026.

Based on Montgomery Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.