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

EP 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
Q1 		$2.23M Sell
8,549
-1,073
-11% -$292K 0.01% 457
2025
Q4 		$2.37M Buy
+9,622
New +$2.4M 0.01% 407
2025
Q2 		$1.79M Buy
7,249
+351
+5% +$84.8K 0.01% 436
2025
Q1 		$1.71M Buy
6,898
+1,180
+21% +$303K 0.01% 394
2024
Q4 		$1.45M Buy
5,718
+1,698
+42% +$451K 0.01% 416
2024
Q3 		$1.05M Sell
4,020
-493
-11% -$121K 0.01% 484
2024
Q2 		$1.07M Buy
4,513
+123
+3% +$30.4K 0.01% 378
2024
Q1 		$1.18M Buy
4,390
+42
+1% +$10.9K 0.01% 350
2023
Q4 		$1.14M Sell
4,348
-255
-6% -$61.1K 0.01% 349
2023
Q3 		$1.06M Sell
4,603
-32,305
-88% -$7.88M 0.02% 319
2023
Q2 		$981K Buy
36,908
+19,667
+114% +$4.61M 0.01% 341
2023
Q1 		$1.56M Buy
17,241
+13,511
+362% +$3.15M 0.03% 248
2022
Q4 		$822K Buy
+3,730
New +$794K 0.01% 316
2022
Q2 		– Sell
-1,086
Closed -$227K – 666
2022
Q1 		$227K Buy
1,086
+107
+11% +$24K 0.01% 547
2021
Q4 		$242K Buy
+979
New +$227K 0.01% 498

Other funds holding ITW

BHM
Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EP Wealth Advisors's ITW Position: Q1 2026 in Review

EP Wealth Advisors reduced its Illinois Tool Works (ITW) stake by 11% in Q1 2026, selling an estimated $292K and leaving 8,549 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #457.

EP Wealth Advisors first reported a position in ITW in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.37M in Q4 2025. 1,933 funds tracked by Wall St. Rank hold ITW as of Q1 2026.

  • EP Wealth Advisors held 8,549 shares of Illinois Tool Works worth $2.23M as of Q1 2026.
  • EP Wealth Advisors sold 1,073 Illinois Tool Works shares in Q1 2026, an estimated $292K.
  • Illinois Tool Works made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #457 holding.
  • EP Wealth Advisors first reported a position in Illinois Tool Works in Q4 2021 and has held it in 15 quarters since.
  • EP Wealth Advisors's Illinois Tool Works position peaked at $2.37M in Q4 2025.
  • 1,933 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.