Cherry Tree Wealth Management
ITW icon

Cherry Tree Wealth Management’s Illinois Tool Works ITW Stock Holding History

Cherry Tree 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
2026
Q3 		$125K Hold
486
– – 0.02% 204
2026
Q2 		$131K Sell
486
-188
-28% -$48.8K 0.02% 203
2026
Q1 		$175K Hold
674
– – 0.04% 168
2025
Q4 		$166K Hold
674
– – 0.04% 177
2025
Q3 		$176K Hold
674
– – 0.04% 170
2025
Q2 		$167K Hold
674
– – 0.04% 170
2025
Q1 		$167K Hold
674
– – 0.04% 169
2024
Q4 		$171K Hold
674
– – 0.04% 167
2024
Q3 		$177K Hold
674
– – 0.04% 168
2024
Q2 		$160K Hold
674
– – 0.04% 168
2024
Q1 		$181K Hold
674
– – 0.05% 166
2023
Q4 		$177K Hold
674
– – 0.05% 157
2023
Q3 		$155K Buy
674
+27
+4% +$6.59K 0.05% 155
2023
Q2 		$162K Buy
+647
New +$152K 0.05% 154

Other funds holding ITW

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Chas P. Smith & Associates (CPS)
Chas P. Smith & Associates (CPS) Lakeland, Florida $2.04B AUM 15.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Kanawha Capital Management
Kanawha Capital Management Richmond, Virginia $1.56B AUM 15.07% 1-Year Est. Return

Cherry Tree Wealth Management's ITW Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Illinois Tool Works (ITW) position steady in Q3 2026 at 486 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #204.

Cherry Tree Wealth Management first reported a position in ITW in Q2 2023 and has held it in 14 quarters since. The position peaked at $181K in Q1 2024. 556 funds tracked by Wall St. Rank hold ITW as of Q3 2026.

  • Cherry Tree Wealth Management held 486 shares of Illinois Tool Works worth $125K as of Q3 2026.
  • Cherry Tree Wealth Management left its Illinois Tool Works share count unchanged in Q3 2026.
  • Illinois Tool Works made up 0.02% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #204 holding.
  • Cherry Tree Wealth Management first reported a position in Illinois Tool Works in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Illinois Tool Works position peaked at $181K in Q1 2024.
  • 556 funds tracked by Wall St. Rank held Illinois Tool Works as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.