Minot DeBlois Advisors LLC RTX RTX CORPORATION COM USD1.00

Ownership history in Minot DeBlois Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Minot DeBlois Advisors LLC reported RTX CORPORATION COM USD1.00 (RTX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.91% in 2026 Q1. The latest visible filing shows RTX at 0.91% 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 Minot DeBlois Advisors LLC's position in RTX CORPORATION COM USD1.00, 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 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.91% 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
2024 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 Minot DeBlois Advisors LLC 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5,190 -20 -0.4% 0.91% $1.0M 2026-05-08 $175.36
2025 Q4 REDUCED 8.0% +5.5% 5,210 -450 -8.0% 0.86% $955K 2026-02-13 $198.57
2025 Q3 REDUCED 6.1% +10.7% 5,660 -366 -6.1% 0.86% $947K 2025-11-13 $171.99
2025 Q2 REDUCED 5.7% +12.6% 6,026 -365 -5.7% 0.83% $880K 2025-08-12 $153.05
2025 Q1 REDUCED 10.5% +10.8% 6,391 -753 -10.5% 0.84% $847K 2025-05-15 $132.72
2024 Q4 INITIATED 7,144 0.76% $827K 2025-02-14 $119.27

FAQ About Minot DeBlois Advisors LLC and RTX

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

How long has Minot DeBlois Advisors LLC reported owning RTX?

Minot DeBlois Advisors LLC reported RTX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RTX position in Minot DeBlois Advisors LLC's portfolio?

The largest reported portfolio weight for RTX was 0.91% in 2026 Q1.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2026 Q1, when Minot DeBlois Advisors LLC reported 5,190 shares, equal to 0.91% of portfolio, with an estimated market value of $1.0M.

What does the chart on this RTX ownership page compare?

The chart compares Minot DeBlois Advisors LLC'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 Minot DeBlois Advisors LLC time their RTX position?

Based on 13F filing dates vs. subsequent RTX price moves, Minot DeBlois Advisors LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on RTX relative to SPY over the holding period was +15.9%.

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