Position in RTX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$689,289
-$40,644 QoQ
Shares Held
3,633
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,125
of 3,392 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Forum Financial Management, LP holds $7,442,456 across 10 Aerospace & Defense names. RTX ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
7,084 | $2,647,502 | |
| 2 | LMT |
Lockheed Martin Corp
|
4,125 | $2,101,521 | |
| 3 | RTX |
RTX Corp
This page
|
3,633 | $689,289 | |
| 4 | BA |
Boeing Co
|
2,815 | $609,363 | |
| 5 | GD |
General Dynamics Corp
|
935 | $331,214 | |
| 6 | HONA |
Honeywell Aerospace Inc.
|
1,177 | $259,881 | |
| 7 | HWM |
Howmet Aerospace Inc.
|
861 | $231,488 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
453 | $230,717 |
All Filings in RTX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $689,289 | 3,633 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $729,933 | 3,784 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,134,306 | 17,090 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $2,900,329 | 17,333 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,457,223 | 16,828 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,753,180 | 20,785 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $2,200,994 | 19,020 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $1,626,451 | 13,424 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,337,194 | 13,320 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,302,903 | 13,359 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,200,172 | 14,264 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,430,763 | 19,880 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,970,367 | 20,114 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,870,854 | 19,104 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,912,635 | 18,952 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,513,918 | 18,494 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,134,506 | 22,209 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $1,405,876 | 16,336 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||