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GoalVest Advisory’s Illinois Tool Works ITW Stock Holding History

GoalVest Advisory’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
Q2 		– Sell
-2,591
Closed -$674K – 534
2026
Q1 		$674K Sell
2,591
-60
-2% -$16.3K 0.13% 93
2025
Q4 		$653K Sell
2,651
-41
-2% -$10.2K 0.13% 92
2025
Q3 		$702K Hold
2,692
– – 0.15% 83
2025
Q2 		$666K Sell
2,692
-4
-0.1% -$966 0.16% 79
2025
Q1 		$669K Buy
2,696
+224
+9% +$57.6K 0.18% 78
2024
Q4 		$627K Hold
2,472
– – 0.17% 83
2024
Q3 		$648K Hold
2,472
– – 0.19% 76
2024
Q2 		$586K Buy
2,472
+60
+2% +$14.8K 0.19% 74
2024
Q1 		$647K Buy
2,412
+2,311
+2,288% +$600K 0.22% 71
2023
Q4 		$26.5K Hold
101
– – 0.01% 184
2023
Q3 		$23.3K Hold
101
– – 0.01% 205
2023
Q2 		$25.3K Buy
+101
New +$23.7K 0.01% 181
2022
Q2 		– Sell
-2
Closed – – 425
2022
Q1 		$0 Buy
+2
New +$448 ﹤0.01% 443

Other funds holding ITW

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GoalVest Advisory's ITW Position: Q2 2026 in Review

GoalVest Advisory sold out of Illinois Tool Works (ITW) in Q2 2026, closing a stake of 2,591 shares — an estimated $674K sold.

GoalVest Advisory first reported a position in ITW in Q1 2022 and held it in 13 quarters. The position peaked at $702K in Q3 2025. 325 funds tracked by Wall St. Rank hold ITW as of Q2 2026.

  • GoalVest Advisory reported no remaining Illinois Tool Works position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 2,591 Illinois Tool Works shares in Q2 2026, an estimated $674K.
  • GoalVest Advisory first reported a position in Illinois Tool Works in Q1 2022 and held it in 13 quarters.
  • GoalVest Advisory's Illinois Tool Works position peaked at $702K in Q3 2025.
  • 325 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.