MF
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Montis Financial’s RTX Corp RTX Stock Holding History

Montis Financial’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 		$766K Sell
3,972
-2,081
-34% -$414K 0.16% 70
2025
Q4 		$1.11M Buy
6,053
+399
+7% +$69.3K 0.22% 59
2025
Q3 		$946K Hold
5,654
– – 0.22% 65
2025
Q2 		$826K Hold
5,654
– – 0.23% 60
2025
Q1 		$749K Sell
5,654
-457
-7% -$57.9K 0.22% 63
2024
Q4 		$707K Buy
6,111
+597
+11% +$72.1K 0.22% 64
2024
Q3 		$668K Sell
5,514
-340
-6% -$38.8K 0.24% 50
2024
Q2 		$588K Hold
5,854
– – 0.27% 41
2024
Q1 		$571K Sell
5,854
-130
-2% -$11.7K 0.27% 41
2023
Q4 		$504K Sell
5,984
-422
-7% -$33.4K 0.3% 40
2023
Q3 		$461K Sell
6,406
-356
-5% -$30.5K 0.31% 34
2023
Q2 		$662K Hold
6,762
– – 0.44% 25
2023
Q1 		$662K Hold
6,762
– – 0.51% 25
2022
Q4 		$682K Sell
6,762
-15
-0.2% -$1.41K 0.58% 25
2022
Q3 		$555K Hold
6,777
– – 0.53% 27
2022
Q2 		$651K Hold
6,777
– – 0.61% 24
2022
Q1 		$671K Sell
6,777
-276
-4% -$26.2K 0.52% 27
2021
Q4 		$607K Buy
7,053
+28
+0.4% +$2.44K 0.44% 32
2021
Q3 		$616K Sell
7,025
-735
-9% -$62.9K 0.52% 25
2021
Q2 		$662K Sell
7,760
-19
-0.2% -$1.6K 0.55% 26
2021
Q1 		$601K Hold
7,779
– – 0.56% 27
2020
Q4 		$510K Buy
+7,779
New +$511K 0.51% 32

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

Montis Financial's RTX Position: Q1 2026 in Review

Montis Financial reduced its RTX Corp (RTX) stake by 34% in Q1 2026, selling an estimated $414K and leaving 3,972 shares worth $766K. The position accounts for 0.16% of the portfolio, ranked #70.

Montis Financial first reported a position in RTX in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.11M in Q4 2025. 3,447 funds tracked by Wall St. Rank hold RTX as of Q1 2026.

  • Montis Financial held 3,972 shares of RTX Corp worth $766K as of Q1 2026.
  • Montis Financial sold 2,081 RTX Corp shares in Q1 2026, an estimated $414K.
  • RTX Corp made up 0.16% of Montis Financial's portfolio in Q1 2026, its #70 holding.
  • Montis Financial first reported a position in RTX Corp in Q4 2020 and has held it in 22 quarters since.
  • Montis Financial's RTX Corp position peaked at $1.11M in Q4 2025.
  • 3,447 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.