RTX β€” RTX CORP

Ownership history in PATRICK M SWEENEY & ASSOCIATES, INC  Β·  9 quarters on record

AI Ownership Summary

PATRICK M SWEENEY & ASSOCIATES, INC reported RTX CORP (RTX) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.85% in 2025 Q4. The latest visible filing shows RTX at 0.85% 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 PATRICK M SWEENEY & ASSOCIATES, INC's position in RTX 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 0.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% 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 PATRICK M SWEENEY & ASSOCIATES, INC held RTX β€” position size vs. price
% of Fund (quarterly)    RTX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7,398 -268 -3.5% 0.85% $1.4M 2026-02-14 (Est.) $199.40
2025 Q3 UNCHANGED 7,666 β€” 0% 0.83% $1.3M 2025-11-12 $176.40
2025 Q2 REDUCED 7,666 -9 -0.1% 0.77% $1.1M 2025-08-13 $153.91
2025 Q1 ADDED 7,675 +2 +0.0% 0.76% $1.0M 2025-04-14 $127.00
2024 Q4 ADDED 7,673 +1 +0.0% 0.67% $888K 2025-01-22 $121.70
2024 Q3 ADDED 7,672 +230 +3.1% 0.68% $930K 2024-10-22 $122.17
2024 Q2 ADDED 7,442 +182 +2.5% 0.60% $740K 2024-07-17 $101.64
2024 Q1 ADDED 7,260 +221 +3.1% 0.58% $708K 2024-04-25 $97.87
2023 Q4 INITIATED 7,039 β€” β€” 0.54% $592K 2024-02-06 $88.22

FAQ About PATRICK M SWEENEY & ASSOCIATES, 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 PATRICK M SWEENEY & ASSOCIATES, INC reported owning RTX?

PATRICK M SWEENEY & ASSOCIATES, INC reported RTX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RTX position in PATRICK M SWEENEY & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for RTX was 0.85% in 2025 Q4.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2025 Q4, when PATRICK M SWEENEY & ASSOCIATES, INC reported 7,398 shares, equal to 0.85% of portfolio, with an estimated market value of $1.4M.

What does the chart on this RTX ownership page compare?

The chart compares PATRICK M SWEENEY & ASSOCIATES, 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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