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

Castle 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 Q3	–	Sell	-1,317	Closed	-$328K	–	132
2025 Q2	$328K	Hold	1,317	–	–	0.12%	96
2025 Q1	$329K	Sell	1,317 -400	-23%	-$103K	0.13%	96
2024 Q4	$438K	Hold	1,717	–	–	0.17%	86
2024 Q3	$453K	Hold	1,717	–	–	0.18%	80
2024 Q2	$409K	Sell	1,717 -83	-5%	-$20.5K	0.2%	88
2024 Q1	$486K	Hold	1,800	–	–	0.25%	81
2023 Q4	$474K	Hold	1,800	–	–	0.28%	78
2023 Q3	$417K	Sell	1,800 -5	-0.3%	-$1.22K	0.3%	71
2023 Q2	$454K	Buy	1,805 +5	+0.3%	+$1.17K	0.32%	69
2023 Q1	$441K	Hold	1,800	–	–	0.34%	66
2022 Q4	$399K	Hold	1,800	–	–	0.25%	70
2022 Q3	$328K	Hold	1,800	–	–	0.2%	79
2022 Q2	$330K	Buy	+1,800	New	+$360K	0.19%	80

Other funds holding ITW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BHM

Briar Hall Management Nashville, Tennessee $6.98B AUM 9.39% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Castle Wealth Management's ITW Position: Q3 2025 in Review

Castle Wealth Management sold out of Illinois Tool Works (ITW) in Q3 2025, closing a stake of 1,317 shares — an estimated $328K sold.

Castle Wealth Management first reported a position in ITW in Q2 2022 and held it in 13 quarters. The position peaked at $486K in Q1 2024. 1,845 funds tracked by Wall St. Rank hold ITW as of Q3 2025.

Castle Wealth Management reported no remaining Illinois Tool Works position as of Q3 2025 after selling out during the quarter.
Castle Wealth Management sold 1,317 Illinois Tool Works shares in Q3 2025, an estimated $328K.
Castle Wealth Management first reported a position in Illinois Tool Works in Q2 2022 and held it in 13 quarters.
Castle Wealth Management's Illinois Tool Works position peaked at $486K in Q1 2024.
1,845 funds tracked by Wall St. Rank held Illinois Tool Works as of Q3 2025.

Based on Castle Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.