Mount Yale Investment Advisors’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 | $10.8M | Buy |
56,117
+25,419
| +83% | +$5.05M | 0.25% | 89 |
|
|
2025
Q4 | $5.63M | Buy |
30,698
+6,628
| +28% | +$1.15M | 0.27% | 79 |
|
|
2025
Q3 | $4.03M | Buy |
24,070
+23,326
| +3,135% | +$3.62M | 0.28% | 80 |
|
|
2025
Q2 | $109K | Buy |
+744
| New | +$99.1K | 0.01% | 638 |
|
|
2024
Q3 | – | Sell |
-3,969
| Closed | -$398K | – | 594 |
|
|
2024
Q2 | $398K | Sell |
3,969
-69,162
| -95% | -$7.15M | 0.03% | 383 |
|
|
2024
Q1 | $7.13M | Buy |
+73,131
| New | +$6.6M | 0.55% | 31 |
|
|
2023
Q4 | – | Sell |
-11,742
| Closed | -$845K | – | 535 |
|
|
2023
Q3 | $845K | Buy |
11,742
+4,705
| +67% | +$403K | 0.09% | 210 |
|
|
2023
Q2 | $689K | Sell |
7,037
-552
| -7% | -$54K | 0.07% | 264 |
|
|
2023
Q1 | $743K | Sell |
7,589
-3,586
| -32% | -$353K | 0.08% | 241 |
|
|
2022
Q4 | $1.13M | Sell |
11,175
-158
| -1% | -$14.9K | 0.13% | 164 |
|
|
2022
Q3 | $928K | Sell |
11,333
-388
| -3% | -$35.1K | 0.12% | 177 |
|
|
2022
Q2 | $1.13M | Sell |
11,721
-448
| -4% | -$43.1K | 0.14% | 159 |
|
|
2022
Q1 | $1.21M | Sell |
12,169
-1,590
| -12% | -$151K | 0.13% | 171 |
|
|
2021
Q4 | $1.18M | Buy |
13,759
+24
| +0.2% | +$2.09K | 0.12% | 181 |
|
|
2021
Q3 | $1.18M | Buy |
13,735
+123
| +0.9% | +$10.5K | 0.14% | 171 |
|
|
2021
Q2 | $1.16M | Sell |
13,612
-349
| -2% | -$29.4K | 0.14% | 153 |
|
|
2021
Q1 | $1.08M | Sell |
13,961
-1,022
| -7% | -$74.6K | 0.14% | 153 |
|
|
2020
Q4 | $1.07M | Buy |
14,983
+115
| +0.8% | +$7.56K | 0.15% | 155 |
|
|
2020
Q3 | $856K | Sell |
14,868
-601
| -4% | -$36.6K | 0.12% | 168 |
|
|
2020
Q2 | $953K | Sell |
15,469
-9,000
| -37% | -$562K | 0.17% | 133 |
|
|
2020
Q1 | $1.45M | Buy |
24,469
+1,220
| +5% | +$103K | 0.33% | 74 |
|
|
2019
Q4 | $2.2M | Buy |
23,249
+615
| +3% | +$55.8K | 0.38% | 62 |
|
|
2019
Q3 | $2.11M | Sell |
22,634
-359
| -2% | -$29.8K | 0.38% | 65 |
|
|
2019
Q2 | $1.87M | Buy |
22,993
+5
| +0% | +$418 | 0.34% | 69 |
|
|
2019
Q1 | $1.86M | Sell |
22,988
-2,426
| -10% | -$184K | 0.35% | 68 |
|
|
2018
Q4 | $1.96M | Buy |
25,414
+4,641
| +22% | +$364K | 0.4% | 62 |
|
|
2018
Q3 | $1.71M | Sell |
20,773
-278
| -1% | -$23.3K | 0.3% | 76 |
|
|
2018
Q2 | $1.66M | Buy |
21,051
+855
| +4% | +$67K | 0.31% | 79 |
|
|
2018
Q1 | $1.6M | Buy |
+20,196
| New | +$1.67M | 0.34% | 77 |
|
Other funds holding RTX
VCM
VPM
Mount Yale Investment Advisors's RTX Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its RTX Corp (RTX) stake by 83% in Q1 2026, buying an estimated $5.05M and bringing the position to 56,117 shares worth $10.8M. The position accounts for 0.25% of the portfolio, ranked #89.
Mount Yale Investment Advisors first reported a position in RTX in Q1 2018 and has held it in 29 quarters since. 3,450 funds tracked by Wall St. Rank hold RTX as of Q1 2026.
- Mount Yale Investment Advisors held 56,117 shares of RTX Corp worth $10.8M as of Q1 2026.
- Mount Yale Investment Advisors bought 25,419 RTX Corp shares in Q1 2026, an estimated $5.05M.
- RTX Corp made up 0.25% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #89 holding.
- Mount Yale Investment Advisors first reported a position in RTX Corp in Q1 2018 and has held it in 29 quarters since.
- 3,450 funds tracked by Wall St. Rank held RTX Corp as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.