RTX RAYTHEON TECHNOLOGIES

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  24 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported RAYTHEON TECHNOLOGIES (RTX) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2026 Q1. The latest visible filing shows RTX at 0.14% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in RAYTHEON TECHNOLOGIES, 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
2026 Q1

RTX was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2026 Q1

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 2026 Q1

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 LVM CAPITAL MANAGEMENT LTD/MI held RTX — position size vs. price
% of Fund (quarterly)    RTX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 7,662 0% 0.14% $1.5M 2026-05-15 (Est.) $201.56
2025 Q4 REDUCED 7,662 -100 -1.3% 0.13% $1.4M 2026-01-12 $193.21
2025 Q3 ADDED 7,762 +85 +1.1% 0.12% $1.3M 2025-10-09 $161.01
2025 Q2 REDUCED 7,677 -50 -0.6% 0.12% $1.1M 2025-07-02 $142.85
2025 Q1 UNCHANGED 7,727 0% 0.11% $1.0M 2025-04-08 $118.46
2024 Q4 REDUCED 7,727 -564 -6.8% 0.10% $894K 2025-01-10 $112.63
2024 Q3 UNCHANGED 8,291 0% 0.09% $832K 2024-10-03 $120.36
2024 Q2 ADDED 8,291 +213 +2.6% 0.09% $832K 2024-07-16 $100.37
2024 Q1 REDUCED 8,078 -87 -1.1% 0.09% $788K 2024-04-15 $96.25
2023 Q4 REDUCED 8,165 -32 -0.4% 0.09% $687K 2024-01-12 $82.53
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and RTX

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning RTX?

LVM CAPITAL MANAGEMENT LTD/MI reported RTX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported RTX position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for RTX was 0.14% in 2026 Q1.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 7,662 shares, equal to 0.14% of portfolio, with an estimated market value of $1.5M.

What does the chart on this RTX ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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