Cascade Financial Partners’s Illinois Tool Works ITW Stock Holding History

Cascade Financial Partners’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
2026 Q1	$2.24M	Sell	8,598 -347	-4%	-$94.4K	0.23%	73
2025 Q4	$2.2M	Sell	8,945 -1,012	-10%	-$252K	0.22%	74
2025 Q3	$2.6M	Sell	9,957 -284	-3%	-$74K	0.3%	67
2025 Q2	$2.53M	Hold	10,241	–	–	0.3%	68
2025 Q1	$2.54M	Sell	10,241 -115	-1%	-$29.6K	0.32%	62
2024 Q4	$2.63M	Sell	10,356 -150	-1%	-$39.8K	0.34%	55
2024 Q3	$2.7M	Sell	10,506 -25	-0.2%	-$6.15K	0.34%	54
2024 Q2	$2.5M	Sell	10,531 -450	-4%	-$111K	0.33%	55
2024 Q1	$2.78M	Buy	+10,981	New	+$2.85M	0.4%	48

Other funds holding ITW

BHM

Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cascade Financial Partners's ITW Position: Q1 2026 in Review

Cascade Financial Partners reduced its Illinois Tool Works (ITW) stake by 3.9% in Q1 2026, selling an estimated $94.4K and leaving 8,598 shares worth $2.24M. The position accounts for 0.23% of the portfolio, ranked #73.

Cascade Financial Partners first reported a position in ITW in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.78M in Q1 2024. 1,934 funds tracked by Wall St. Rank hold ITW as of Q1 2026.

Cascade Financial Partners held 8,598 shares of Illinois Tool Works worth $2.24M as of Q1 2026.
Cascade Financial Partners sold 347 Illinois Tool Works shares in Q1 2026, an estimated $94.4K.
Illinois Tool Works made up 0.23% of Cascade Financial Partners's portfolio in Q1 2026, its #73 holding.
Cascade Financial Partners first reported a position in Illinois Tool Works in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's Illinois Tool Works position peaked at $2.78M in Q1 2024.
1,934 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.