Cypress Wealth Services’s Illinois Tool Works ITW Stock Holding History

Cypress Wealth Services’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	$454K	Sell	1,700 -51	-3%	-$14.2K	0.05%	253
2026 Q2	$474K	Sell	1,751 -29	-2%	-$7.52K	0.06%	247
2026 Q1	$463K	Buy	1,780 +33	+2%	+$8.98K	0.07%	233
2025 Q4	$430K	Buy	1,747 +826	+90%	+$206K	0.06%	227
2025 Q3	$240K	Buy	921 +9	+1%	+$2.34K	0.04%	288
2025 Q2	$225K	Buy	+912	New	+$220K	0.04%	284
2020 Q3	–	Sell	-4,192	Closed	-$733K	–	375
2020 Q2	$733K	Sell	4,192 -8	-0.2%	-$1.31K	0.17%	110
2020 Q1	$597K	Hold	4,200	–	–	0.18%	116
2019 Q4	$754K	Sell	4,200 -160	-4%	-$27.1K	0.19%	107
2019 Q3	$682K	Buy	4,360 +200	+5%	+$30.4K	0.19%	113
2019 Q2	$627K	Hold	4,160	–	–	0.18%	116
2019 Q1	$597K	Buy	4,160 +26	+0.6%	+$3.6K	0.19%	109
2018 Q4	$524K	Buy	4,134 +8	+0.2%	+$1.05K	0.21%	106
2018 Q3	$582K	Hold	4,126	–	–	0.21%	111
2018 Q2	$572K	Hold	4,126	–	–	0.22%	108
2018 Q1	$646K	Hold	4,126	–	–	0.28%	90
2017 Q4	$688K	Buy	+4,126	New	+$658K	0.29%	90

Other funds holding ITW

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Cypress Wealth Services's ITW Position: Q3 2026 in Review

Cypress Wealth Services reduced its Illinois Tool Works (ITW) stake by 2.9% in Q3 2026, selling an estimated $14.2K and leaving 1,700 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #253.

Cypress Wealth Services first reported a position in ITW in Q4 2017 and has held it in 17 quarters since. The position peaked at $754K in Q4 2019. 1,251 funds tracked by Wall St. Rank hold ITW as of Q3 2026.

Cypress Wealth Services held 1,700 shares of Illinois Tool Works worth $454K as of Q3 2026.
Cypress Wealth Services sold 51 Illinois Tool Works shares in Q3 2026, an estimated $14.2K.
Illinois Tool Works made up 0.05% of Cypress Wealth Services's portfolio in Q3 2026, its #253 holding.
Cypress Wealth Services first reported a position in Illinois Tool Works in Q4 2017 and has held it in 17 quarters since.
Cypress Wealth Services's Illinois Tool Works position peaked at $754K in Q4 2019.
1,251 funds tracked by Wall St. Rank held Illinois Tool Works as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.