RTX Corporation
MX ˙ BMV ˙ US75513E1010
SecurityMX:RTX / RTX Corporation
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership8,526 shares
Latest Disclosed Value $ 1,644,733
Legacy Financial Advisors, Inc. reports 2.88% increase in ownership of RTX / RTX Corporation

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 8,526 shares of RTX Corporation (MX:RTX) valued at $1,644,733 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 8,287 shares of RTX Corporation. This represents a change in shares of 2.88% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F RTX CORPORATION COM Stock 75513E101 8,526 239 2.88 1,645 8.23 0.2300
2026-02-04 2025-12-31 13F RTX CORPORATION COM Stock 75513E101 8,287 -168 -1.99 1,520 7.43 0.2102
2025-11-10 2025-09-30 13F RTX CORPORATION COM Stock 75513E101 8,455 -451 -5.06 1,415 8.77 0.1949
2025-08-07 2025-06-30 13F RTX CORPORATION COM Stock 75513E101 8,906 765 9.40 1,300 20.59 0.2031
2025-05-14 2025-03-31 13F RTX CORPORATION COM Stock 75513E101 8,141 221 2.79 1,078 17.69 0.1803
2025-02-13 2024-12-31 13F RTX CORPORATION COM Stock 75513E101 7,920 220 2.86 917 -1.72 0.1515
2024-11-14 2024-09-30 13F RTX CORPORATION COM Stock 75513E101 7,700 199 2.65 933 23.77 0.1567
2024-08-13 2024-06-30 13F RTX CORPORATION COM Stock 75513E101 7,501 606 8.79 753 12.05 0.1341
2024-05-14 2024-03-31 13F RTX CORPORATION COM Stock 75513E101 6,895 2,178 46.17 673 69.70 0.1205
2024-02-13 2023-12-31 13F/A-1 RTX CORPORATION COM Stock 75513E101 4,717 1,315 38.65 397 62.30 0.0762
2024-02-06 2023-12-31 13F RTX CORPORATION COM Stock 75513E101 4,717 1,315 397 0.0765
2023-11-13 2023-09-30 13F RTX CORPORATION COM Stock 75513E101 3,402 -8,715 -71.92 245 -79.43 0.0490
2023-08-08 2023-06-30 13F RTX CORPORATION COM Stock 75513E101 12,117 -321 -2.58 1,187 -2.63 0.2217
2023-05-03 2023-03-31 13F RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 12,438 707 6.03 1,218 2.96 0.2489
2023-02-06 2022-12-31 13F RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 11,731 1,600 15.79 1,184 42.70 0.2551
2022-11-09 2022-09-30 13F RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 10,131 95 0.95 829 -14.09 0.1982
2022-08-08 2022-06-30 13F RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 10,036 117 1.18 965 -1.83 0.2399
2022-05-04 2022-03-31 13F RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 9,919 -708 -6.66 983 7.43 0.2211
2022-02-04 2021-12-31 13F RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 10,627 694 6.99 915 7.14 0.2099
2021-10-26 2021-09-30 13F RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 9,933 380 3.98 854 4.79 0.2094
2021-07-21 2021-06-30 13F RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 9,553 1,774 22.80 815 35.61 0.2063
2021-04-28 2021-03-31 13F RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 7,779 1,264 19.40 601 28.97 0.1647
2021-02-02 2020-12-31 13F RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 6,515 549 9.20 466 35.86 0.1317
2020-11-09 2020-09-30 13F RAYTHEON TECHNOLOGIES CORP COM Stock 75513E101 5,966 5,966 343 0.1046
2020-05-12 2020-03-31 13F UNITED TECHNOLOGIES CORP COM Stock 913017109 0 -1,617 -100.00 0 -100.00
2020-01-27 2019-12-31 13F UNITED TECHNOLOGIES CORP COM Stock 913017109 1,617 -19 -1.16 242 8.52 0.0765
2019-11-07 2019-09-30 13F UNITED TECHNOLOGIES CORP COM Stock 913017109 1,636 -46 -2.73 223 1.83 0.0741
2019-08-07 2019-06-30 13F UNITED TECHNOLOGIES CORP COM COM 913017109 1,682 7 0.42 219 1.39 0.0774
2019-05-14 2019-03-31 13F UNITED TECHNOLOGIES CORP COM Stock 913017109 1,675 136 8.84 216 31.71 0.0732
2019-01-16 2018-12-31 13F UNITED TECHNOLOGIES CORP COM Stock 913017109 1,539 17 1.12 164 -22.64 0.0635
2018-10-30 2018-09-30 13F UNITED TECHNOLOGIES CORP COM Stock 913017109 1,522 0 0.00 212 7.61 0.0768
2018-07-17 2018-06-30 13F UNITED TECHNOLOGIES CORP COM Stock 913017109 1,522 49 3.33 197 8.84 0.0748
2018-04-12 2018-03-31 13F UNITED TECHNOLOGIES CORP COM Stock 913017109 1,473 -1,155 -43.95 181 -45.97 0.0720
2018-02-09 2017-12-31 13F UNITED TECHNOLOGIES CORP COM Stock 913017109 2,628 2,628 335 0.1375
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.