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Heritage Wealth Management (Ohio)’s Illinois Tool Works ITW Stock Holding History

Heritage Wealth Management (Ohio)’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
-975
Closed -$240K – 195
2025
Q4 		$240K Sell
975
-26
-3% -$6.48K 0.07% 230
2025
Q3 		$261K Hold
1,001
– – 0.08% 209
2025
Q2 		$247K Sell
1,001
-525
-34% -$127K 0.08% 209
2025
Q1 		$378K Sell
1,526
-299
-16% -$76.8K 0.13% 161
2024
Q4 		$463K Sell
1,825
-10
-0.5% -$2.65K 0.15% 143
2024
Q3 		$481K Hold
1,835
– – 0.16% 142
2024
Q2 		$428K Buy
+1,835
New +$453K 0.14% 147

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

Heritage Wealth Management (Ohio)'s ITW Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Illinois Tool Works (ITW) in Q1 2026, closing a stake of 975 shares — an estimated $240K sold.

Heritage Wealth Management (Ohio) first reported a position in ITW in Q2 2024 and held it in 7 quarters. The position peaked at $481K in Q3 2024. 1,933 funds tracked by Wall St. Rank hold ITW as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Illinois Tool Works position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 975 Illinois Tool Works shares in Q1 2026, an estimated $240K.
  • Heritage Wealth Management (Ohio) first reported a position in Illinois Tool Works in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Illinois Tool Works position peaked at $481K in Q3 2024.
  • 1,933 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.