RTX β€” RTX CORPORATION

Ownership history in RICHARDS, MERRILL & PETERSON, INC.  Β·  6 quarters on record

AI Ownership Summary

RICHARDS, MERRILL & PETERSON, INC. reported RTX CORPORATION (RTX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.34% in 2025 Q3. The latest visible filing shows RTX at 1.31% 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 RICHARDS, MERRILL & PETERSON, INC.'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
2026 Q1

RTX was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% in 2025 Q3

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 RICHARDS, MERRILL & PETERSON, INC. held RTX β€” position size vs. price
% of Fund (quarterly)    RTX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 18,461 -390 -2.1% 1.31% $3.6M 2026-04-17 $196.42
2025 Q4 ADDED 18,851 +363 +2.0% 1.33% $3.5M 2026-01-27 $200.61
2025 Q3 ADDED 18,488 +714 +4.0% 1.34% $3.1M 2025-10-16 $155.91
2025 Q2 ADDED 17,774 +141 +0.8% 1.23% $2.6M 2025-07-31 $155.74
2025 Q1 REDUCED 17,633 -533 -2.9% 1.21% $2.3M 2025-05-07 $125.38
2024 Q4 INITIATED 18,166 β€” β€” 1.10% $2.1M 2025-02-13 $123.13

FAQ About RICHARDS, MERRILL & PETERSON, 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 RICHARDS, MERRILL & PETERSON, INC. reported owning RTX?

RICHARDS, MERRILL & PETERSON, INC. reported RTX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported RTX position in RICHARDS, MERRILL & PETERSON, INC.'s portfolio?

The largest reported portfolio weight for RTX was 1.34% in 2025 Q3.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2026 Q1, when RICHARDS, MERRILL & PETERSON, INC. reported 18,461 shares, equal to 1.31% of portfolio, with an estimated market value of $3.6M.

What does the chart on this RTX ownership page compare?

The chart compares RICHARDS, MERRILL & PETERSON, 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.

← Back to RICHARDS, MERRILL & PETERSON, INC. Holdings