CM Wealth Advisors’s Illinois Tool Works ITW Stock Holding History

CM Wealth Advisors’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 Q2	–	Sell	-794	Closed	-$207K	–	197
2026 Q1	$207K	Buy	+794	New	+$216K	0.04%	140
2025 Q4	–	Sell	-850	Closed	-$223K	–	142
2025 Q3	$223K	Hold	850	–	–	0.06%	84
2025 Q2	$211K	Hold	850	–	–	0.06%	79
2025 Q1	$212K	Hold	850	–	–	0.07%	81
2024 Q4	$217K	Hold	850	–	–	0.07%	82
2024 Q3	$224K	Hold	850	–	–	0.07%	82
2024 Q2	$203K	Hold	850	–	–	0.1%	71
2024 Q1	$210K	Hold	850	–	–	0.06%	175
2023 Q4	$224K	Hold	850	–	–	0.1%	70
2023 Q3	$201K	Hold	850	–	–	0.08%	78
2023 Q2	$221K	Buy	+850	New	+$199K	0.07%	146

Other funds holding ITW

BHM

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

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

CM Wealth Advisors's ITW Position: Q2 2026 in Review

CM Wealth Advisors sold out of Illinois Tool Works (ITW) in Q2 2026, closing a stake of 794 shares — an estimated $207K sold.

CM Wealth Advisors first reported a position in ITW in Q2 2023 and held it in 11 quarters. The position peaked at $224K in Q3 2024. 1,957 funds tracked by Wall St. Rank hold ITW as of Q2 2026.

CM Wealth Advisors reported no remaining Illinois Tool Works position as of Q2 2026 after selling out during the quarter.
CM Wealth Advisors sold 794 Illinois Tool Works shares in Q2 2026, an estimated $207K.
CM Wealth Advisors first reported a position in Illinois Tool Works in Q2 2023 and held it in 11 quarters.
CM Wealth Advisors's Illinois Tool Works position peaked at $224K in Q3 2024.
1,957 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.