Tower Wealth Partners, Inc. RTX β€” RTX CORPORATION

Ownership history in Tower Wealth Partners, Inc.  Β·  5 quarters on record

AI Ownership Summary

Tower Wealth Partners, Inc. reported RTX CORPORATION (RTX) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.3% in 2025 Q4. The latest visible filing shows RTX at 0.30% 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 Tower Wealth Partners, 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
2025 Q4

RTX was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% 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
2024 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 Tower Wealth Partners, 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 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED β€” β€” β€” 2,966 -7 -0.2% 0.30% $544K 2026-02-14 (Est.) $199.40
2025 Q3 REDUCED 11.5% +10.7% ❌ 2,973 -385 -11.5% 0.27% $497K 2025-11-07 $175.69
2025 Q2 ADDED β€” β€” β€” 3,358 +1,020 +43.6% 0.29% $490K 2025-07-28 $154.26
2025 Q1 ADDED β€” β€” β€” 2,338 +566 +31.9% 0.17% $310K 2025-04-11 $126.13
2024 Q4 INITIATED β€” β€” β€” 1,772 β€” β€” 0.11% $205K 2025-02-07 $125.19

FAQ About Tower Wealth Partners, 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 Tower Wealth Partners, Inc. reported owning RTX?

Tower Wealth Partners, Inc. reported RTX across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported RTX position in Tower Wealth Partners, Inc.'s portfolio?

The largest reported portfolio weight for RTX was 0.30% in 2025 Q4.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2025 Q4, when Tower Wealth Partners, Inc. reported 2,966 shares, equal to 0.30% of portfolio, with an estimated market value of $544K.

What does the chart on this RTX ownership page compare?

The chart compares Tower Wealth Partners, 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.

How well did Tower Wealth Partners, Inc. time their RTX position?

Based on 13F filing dates vs. subsequent RTX price moves, Tower Wealth Partners, Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on RTX relative to SPY over the holding period was +37.9%.

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