RTX Raytheon Technologies Corp.

Ownership history in LEE DANNER & BASS INC  ·  22 quarters on record

AI Ownership Summary

LEE DANNER & BASS INC reported Raytheon Technologies Corp. (RTX) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.79% in 2025 Q4. The latest visible filing shows RTX at 1.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEE DANNER & BASS INC's position in Raytheon Technologies Corp., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RTX was reported at 1.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.79% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LEE DANNER & BASS INC held RTX — position size vs. price
% of Fund (quarterly)    RTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 136,216 -2,201 -1.6% 1.79% $25.0M 2026-02-14 (Est.) $199.40
2025 Q3 REDUCED 138,417 -3,527 -2.5% 1.69% $23.2M 2025-10-29 $175.08
2025 Q2 REDUCED 141,944 -775 -0.5% 1.61% $20.7M 2025-07-31 $155.74
2025 Q1 REDUCED 142,719 -1,375 -1.0% 1.53% $18.9M 2025-04-29 $123.64
2024 Q4 ADDED 144,094 +521 +0.4% 1.32% $16.7M 2025-02-11 $126.33
2024 Q3 REDUCED 143,573 -2,059 -1.4% 1.23% $17.4M 2024-10-30 $118.60
2024 Q2 ADDED 145,632 +3,024 +2.1% 1.13% $14.6M 2024-07-30 $113.15
2023 Q4 ADDED 142,608 +295 +0.2% 1.03% $12.0M 2024-02-01 $88.11
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LEE DANNER & BASS INC and RTX

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEE DANNER & BASS INC reported owning RTX?

LEE DANNER & BASS INC reported RTX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RTX position in LEE DANNER & BASS INC's portfolio?

The largest reported portfolio weight for RTX was 1.79% in 2025 Q4.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2025 Q4, when LEE DANNER & BASS INC reported 136,216 shares, equal to 1.79% of portfolio, with an estimated market value of $25.0M.

What does the chart on this RTX ownership page compare?

The chart compares LEE DANNER & BASS INC's quarterly RTX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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