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Bernard Wealth Management’s Illinois Tool Works ITW Stock Holding History

Bernard Wealth Management’s Portfolio ITW Stock Details ITW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10
Closed -$2.48K – 354
2025
Q1 		$2.48K Buy
+10
New +$2.57K ﹤0.01% 294

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Northern Trust
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Wells Fargo
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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bernard Wealth Management's ITW Position: Q2 2025 in Review

Bernard Wealth Management sold out of Illinois Tool Works (ITW) in Q2 2025, closing a stake of 10 shares — an estimated $2.48K sold.

Bernard Wealth Management first reported a position in ITW in Q1 2025 and held it in 1 quarter. The position peaked at $2.48K in Q1 2025. 1,851 funds tracked by Wall St. Rank hold ITW as of Q2 2025.

  • Bernard Wealth Management reported no remaining Illinois Tool Works position as of Q2 2025 after selling out during the quarter.
  • Bernard Wealth Management sold 10 Illinois Tool Works shares in Q2 2025, an estimated $2.48K.
  • Bernard Wealth Management first reported a position in Illinois Tool Works in Q1 2025 and held it in 1 quarter.
  • Bernard Wealth Management's Illinois Tool Works position peaked at $2.48K in Q1 2025.
  • 1,851 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2025.

Based on Bernard Wealth Management's 13F filing for Q2 2025, filed 24 Jul 2025.