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Forum Financial Management’s Illinois Tool Works ITW Stock Holding History

Forum Financial 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
Q1 		– Sell
-2,049
Closed -$505K – 665
2025
Q4 		$505K Buy
2,049
+188
+10% +$46.8K 0.01% 467
2025
Q3 		$485K Hold
1,861
– – 0.01% 469
2025
Q2 		$460K Buy
1,861
+310
+20% +$74.9K 0.01% 447
2025
Q1 		$385K Hold
1,551
– – 0.01% 469
2024
Q4 		$393K Sell
1,551
-481
-24% -$128K 0.01% 487
2024
Q3 		$533K Sell
2,032
-114
-5% -$28.1K 0.01% 311
2024
Q2 		$508K Buy
2,146
+79
+4% +$19.5K 0.01% 298
2024
Q1 		$555K Sell
2,067
-30
-1% -$7.79K 0.01% 300
2023
Q4 		$549K Buy
2,097
+369
+21% +$88.4K 0.01% 270
2023
Q3 		$398K Hold
1,728
– – 0.01% 338
2023
Q2 		$432K Buy
1,728
+321
+23% +$75.2K 0.01% 320
2023
Q1 		$343K Sell
1,407
-50
-3% -$11.7K 0.01% 363
2022
Q4 		$321K Buy
1,457
+50
+4% +$10.7K 0.01% 369
2022
Q3 		$254K Sell
1,407
-109
-7% -$21.5K 0.01% 403
2022
Q2 		$276K Buy
1,516
+246
+19% +$49.2K 0.01% 382
2022
Q1 		$265K Buy
1,270
+39
+3% +$8.73K 0.01% 454
2021
Q4 		$304K Buy
+1,231
New +$286K 0.02% 416

Other funds holding ITW

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Forum Financial Management's ITW Position: Q1 2026 in Review

Forum Financial Management sold out of Illinois Tool Works (ITW) in Q1 2026, closing a stake of 2,049 shares — an estimated $505K sold.

Forum Financial Management first reported a position in ITW in Q4 2021 and held it in 17 quarters. The position peaked at $555K in Q1 2024. 1,944 funds tracked by Wall St. Rank hold ITW as of Q1 2026.

  • Forum Financial Management reported no remaining Illinois Tool Works position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,049 Illinois Tool Works shares in Q1 2026, an estimated $505K.
  • Forum Financial Management first reported a position in Illinois Tool Works in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Illinois Tool Works position peaked at $555K in Q1 2024.
  • 1,944 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.