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Jim Cullen

Cullen Value Fund

Jim Cullen RTX Corp stake

total: 74

Cullen Value Fund RTX trades

Total transactions:
3
New positions:
1
Reduced:
2
Held since:
2020 Q2
Held for:
24 quarters
Latest activity:
2024 Q1
According to 2026 Q1 report, Jim Cullen holds 6,897 RTX Corp (RTX) shares with a market value of roughly $1.33M accounting for 4.68% of the overall portfolio. To date, the estimated cost basis is nearly $61.62 for "buy" trades and estimated average "sell" price is $97.76. Cullen Value Fund first purchased RTX in 2020 Q2, initially acquiring 8,183 shares. Since the initial investment in RTX Corp (RTX), Cullen Value Fund has made 2 more transactions.

How many RTX shares does Jim Cullen currently hold?

According to 2026 Q1 report, Jim Cullen holds 6,897 shares of RTX Corp (RTX), valued at around $1.33M.

When did Jim Cullen buy RTX Corp (RTX)?

Jim Cullen first invested in RTX Corp (RTX) in 2020 Q2 at the reported quarter-end price of $61.62 per share.

What's the cost basis of Cullen Value Fund's RTX stake?

The estimated cost basis for RTX Corp (RTX) stake is around $61.62 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$61.62
Weighted AVG sell price:
$97.76

Jim Cullen's historical trades in RTX Corp

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2024 Q1
2.90%
6,897
$97.53
$672,664
-8.08% (-606)
-0.27%
2023 Q2
3.31%
7,503
$97.96
$734,994
-8.31% (-680)
-0.3%
2020 Q2
2.22%
$61.62
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.