Copia Wealth Management
ITW icon

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

Copia 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 		$70.2K Buy
263
+4
+2% +$1.11K 0.04% 177
2026
Q2 		$70.1K Hold
259
– – 0.04% 182
2026
Q1 		$67.4K Hold
259
– – 0.05% 171
2025
Q4 		$63.8K Hold
259
– – 0.05% 184
2025
Q3 		$67.5K Buy
259
+252
+3,600% +$65.7K 0.05% 163
2025
Q2 		$1.73K Hold
7
– – ﹤0.01% 399
2025
Q1 		$1.74K Hold
7
– – ﹤0.01% 385
2024
Q4 		$1.78K Buy
+7
New +$1.86K ﹤0.01% 359

Other funds holding ITW

BHM
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BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Copia Wealth Management's ITW Position: Q3 2026 in Review

Copia Wealth Management increased its Illinois Tool Works (ITW) stake by 1.5% in Q3 2026, buying an estimated $1.11K and bringing the position to 263 shares worth $70.2K. The position accounts for 0.04% of the portfolio, ranked #177.

Copia Wealth Management first reported a position in ITW in Q4 2024 and has held it in 8 quarters since. 1,752 funds tracked by Wall St. Rank hold ITW as of Q3 2026.

  • Copia Wealth Management held 263 shares of Illinois Tool Works worth $70.2K as of Q3 2026.
  • Copia Wealth Management bought 4 Illinois Tool Works shares in Q3 2026, an estimated $1.11K.
  • Illinois Tool Works made up 0.04% of Copia Wealth Management's portfolio in Q3 2026, its #177 holding.
  • Copia Wealth Management first reported a position in Illinois Tool Works in Q4 2024 and has held it in 8 quarters since.
  • 1,752 funds tracked by Wall St. Rank held Illinois Tool Works as of Q3 2026.

Based on Copia Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.