LOCKHEED MARTIN INVESTMENT MANAGEMENT CO RTX — RTX CORPORATION

Ownership history in LOCKHEED MARTIN INVESTMENT MANAGEMENT CO  ·  8 quarters on record

AI Ownership Summary

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported RTX CORPORATION (RTX) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.76% in 2024 Q1. The latest visible filing shows RTX at 0.54% 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.

What this RTX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's position in RTX CORPORATION, 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 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

RTX stock page LOCKHEED MARTIN INVESTMENT MANAGEMENT CO fund profile LOCKHEED MARTIN INVESTMENT MANAGEMENT CO full holdings
How LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 88,700 +9,490 +12.0% 0.54% $16.3M 2026-02-14 (Est.) $199.40
2025 Q3 REDUCED — — — 79,210 -2,930 -3.6% 0.49% $13.3M 2025-10-30 $176.14
2025 Q2 REDUCED 6.4% +12.6% ❌ 82,140 -5,610 -6.4% 0.44% $12.0M 2025-08-04 $155.56
2025 Q1 REDUCED — — — 87,750 -2,070 -2.3% 0.47% $11.6M 2025-05-12 $128.39
2024 Q4 ADDED — — — 89,820 +8,690 +10.7% 0.41% $10.4M 2025-01-27 $122.35
2024 Q3 REDUCED 23.5% -4.4% ✅ 81,130 -24,970 -23.5% 0.46% $9.8M 2024-11-14 $115.74
2024 Q2 REDUCED — — — 106,100 -3,870 -3.5% 0.62% $10.7M 2024-08-07 $110.51
2024 Q1 INITIATED — — — 109,970 — — 0.76% $10.4M 2024-05-13 $101.81

🏢 Other funds also holding RTX

As of 2026 Q1 — sorted by position size

AdviceOne Advisory Services, LLC 67.47% Spurstone Advisory Services, LLC 14.18% General Pension Society PZU Joint Stock Co 8.3% F&V Capital Management, LLC 3Y 7Y 6.04% Riverstone Advisors, LLC 3Y 7Y 5.06% ASSET PLANNING SERVICES INC /LA/ /ADV 3Y 7Y 4.82% Founders Capital Management 3Y 7Y 4.82% Orca Wealth Management, LLC 4.52% Carmel Capital Management L.L.C. 3Y 4.43% Kingsman Wealth Management, Inc. 4.41%

FAQ About LOCKHEED MARTIN INVESTMENT MANAGEMENT CO and RTX

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

How long has LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported owning RTX?

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported RTX across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported RTX position in LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's portfolio?

The largest reported portfolio weight for RTX was 0.76% in 2024 Q1.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2025 Q4, when LOCKHEED MARTIN INVESTMENT MANAGEMENT CO reported 88,700 shares, equal to 0.54% of portfolio, with an estimated market value of $16.3M.

What does the chart on this RTX ownership page compare?

The chart compares LOCKHEED MARTIN INVESTMENT MANAGEMENT CO'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.

How well did LOCKHEED MARTIN INVESTMENT MANAGEMENT CO time their RTX position?

Based on 13F filing dates vs. subsequent RTX price moves, LOCKHEED MARTIN INVESTMENT MANAGEMENT CO correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on RTX relative to SPY over the holding period was +24.1%.

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