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

Congress 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 		$3.12M Sell
12,616
-1,789
-12% -$432K 0.03% 483
2025
Q1 		$3.57M Buy
14,405
+2,159
+18% +$555K 0.04% 377
2024
Q4 		$3.11M Sell
12,246
-46,835
-79% -$12.4M 0.04% 350
2024
Q3 		$15.5M Buy
59,081
+879
+2% +$216K 0.21% 147
2024
Q2 		$13.8M Buy
58,202
+79
+0.1% +$19.5K 0.22% 134
2024
Q1 		$15.6M Sell
58,123
-1,864
-3% -$484K 0.27% 104
2023
Q4 		$15.7M Buy
59,987
+1,393
+2% +$334K 0.29% 89
2023
Q3 		$13.5M Buy
58,594
+3,584
+7% +$874K 0.28% 92
2023
Q2 		$13.8M Buy
55,010
+311
+0.6% +$72.8K 0.32% 80
2023
Q1 		$13.3M Buy
54,699
+1,429
+3% +$333K 0.32% 75
2022
Q4 		$11.7M Buy
53,270
+1,081
+2% +$230K 0.3% 91
2022
Q3 		$9.43M Buy
52,189
+1,394
+3% +$275K 0.25% 116
2022
Q2 		$9.26M Sell
50,795
-25
-0% -$5K 0.24% 129
2022
Q1 		$10.6M Buy
50,820
+1,136
+2% +$254K 0.23% 122
2021
Q4 		$12.3M Buy
+49,684
New +$11.5M 0.24% 113

Other funds holding ITW

Vanguard Group
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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

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

Congress Wealth Management reduced its Illinois Tool Works (ITW) stake by 12% in Q2 2025, selling an estimated $432K and leaving 12,616 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #483.

Congress Wealth Management first reported a position in ITW in Q4 2021 and has held it in 15 quarters since. The position peaked at $15.7M in Q4 2023. 1,851 funds tracked by Wall St. Rank hold ITW as of Q2 2025.

  • Congress Wealth Management held 12,616 shares of Illinois Tool Works worth $3.12M as of Q2 2025.
  • Congress Wealth Management sold 1,789 Illinois Tool Works shares in Q2 2025, an estimated $432K.
  • Illinois Tool Works made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #483 holding.
  • Congress Wealth Management first reported a position in Illinois Tool Works in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Illinois Tool Works position peaked at $15.7M in Q4 2023.
  • 1,851 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.