RTX β€” RAYTHEON TECHNOLOGIES CORP

Ownership history in WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV  Β·  23 quarters on record

AI Ownership Summary

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported RAYTHEON TECHNOLOGIES CORP (RTX) in 23 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.34% in 2025 Q4. The latest visible filing shows RTX at 1.34% 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 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's position in RAYTHEON TECHNOLOGIES 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 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% 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 Q3 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 WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV held RTX β€” position size vs. price
% of Fund (quarterly)    RTX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 27,206 +38 +0.1% 1.34% $5.0M 2026-02-14 (Est.) $199.40
2025 Q3 ADDED 27,168 +49 +0.2% 1.26% $4.5M 2025-11-13 $172.70
2025 Q2 REDUCED 27,119 -1,848 -6.4% 1.15% $4.0M 2025-08-11 $153.01
2025 Q1 ADDED 28,967 +6 +0.0% 1.16% $3.8M 2025-04-21 $124.03
2024 Q4 REDUCED 28,961 -58 -0.2% 1.01% $3.4M 2025-01-29 $122.43
2024 Q3 REDUCED 29,019 -4,980 -14.6% 1.07% $3.5M 2024-10-25 $121.81
2024 Q2 ADDED 33,999 +123 +0.4% 1.09% $3.4M 2024-07-15 $98.38
2024 Q1 ADDED 33,876 +577 +1.7% 1.08% $3.3M 2024-04-30 $97.69
2023 Q4 REDUCED 33,299 -2,704 -7.5% 1.00% $2.8M 2024-01-25 $86.94
2023 Q3 REDUCED 36,003 -515 -1.4% 1.01% $2.6M 2023-10-20 $68.85
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV and RTX

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

How long has WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported owning RTX?

WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported RTX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported RTX position in WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV's portfolio?

The largest reported portfolio weight for RTX was 1.34% in 2025 Q4.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2025 Q4, when WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported 27,206 shares, equal to 1.34% of portfolio, with an estimated market value of $5.0M.

What does the chart on this RTX ownership page compare?

The chart compares WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV'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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