RTX RAYTHEON TECHNOLOGIES CORP

Ownership history in WELCH & FORBES LLC  ·  23 quarters on record

AI Ownership Summary

WELCH & FORBES LLC reported RAYTHEON TECHNOLOGIES CORP (RTX) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.5% in 2025 Q4. The latest visible filing shows RTX at 2.50% 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 WELCH & FORBES LLC'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 2.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.5% 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 WELCH & FORBES LLC held RTX — position size vs. price
% of Fund (quarterly)    RTX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,123,240 -18,276 -1.6% 2.50% $206.0M 2026-02-14 (Est.) $199.40
2025 Q3 REDUCED 1,141,516 -14,017 -1.2% 2.30% $191.0M 2025-11-04 $174.34
2025 Q2 REDUCED 1,155,533 -8,263 -0.7% 2.11% $168.7M 2025-08-05 $154.52
2025 Q1 REDUCED 1,163,796 -7,571 -0.6% 2.02% $154.2M 2025-05-02 $128.05
2024 Q4 REDUCED 1,171,367 -5,208 -0.4% 1.74% $135.6M 2025-02-07 $125.19
2024 Q3 REDUCED 1,176,575 -5,065 -0.4% 1.81% $142.6M 2024-11-04 $114.85
2024 Q2 REDUCED 1,181,640 -5,479 -0.5% 1.59% $119.3M 2024-08-02 $112.72
2024 Q1 ADDED 1,187,119 +14,838 +1.3% 1.59% $115.8M 2024-05-03 $97.58
2023 Q4 ADDED 1,172,281 +291 +0.0% 1.49% $98.6M 2024-02-06 $88.22
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About WELCH & FORBES 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 WELCH & FORBES LLC reported owning RTX?

WELCH & FORBES LLC reported RTX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RTX position in WELCH & FORBES LLC's portfolio?

The largest reported portfolio weight for RTX was 2.50% in 2025 Q4.

What is the latest reported RTX position on this page?

The most recent filing on this page is 2025 Q4, when WELCH & FORBES LLC reported 1,123,240 shares, equal to 2.50% of portfolio, with an estimated market value of $206.0M.

What does the chart on this RTX ownership page compare?

The chart compares WELCH & FORBES 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.

← Back to WELCH & FORBES LLC Holdings