Institute for Wealth Management’s Illinois Tool Works ITW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$320K Buy
1,182
+157
+15% +$40.7K 0.03% 413
2026
Q1
$267K Buy
1,025
+4
+0.4% +$1.09K 0.03% 455
2025
Q4
$251K Sell
1,021
-21
-2% -$5.23K 0.03% 482
2025
Q3
$272K Sell
1,042
-20
-2% -$5.21K 0.03% 475
2025
Q2
$263K Hold
1,062
0.03% 471
2025
Q1
$263K Hold
1,062
0.03% 446
2024
Q4
$269K Hold
1,062
0.03% 422
2024
Q3
$278K Sell
1,062
-7
-0.7% -$1.72K 0.04% 435
2024
Q2
$253K Buy
1,069
+3
+0.3% +$741 0.03% 425
2024
Q1
$286K Sell
1,066
-20
-2% -$5.19K 0.04% 403
2023
Q4
$284K Hold
1,086
0.05% 380
2023
Q3
$250K Sell
1,086
-122
-10% -$29.8K 0.05% 387
2023
Q2
$302K Hold
1,208
0.05% 364
2023
Q1
$294K Sell
1,208
-86
-7% -$20.1K 0.06% 358
2022
Q4
$285K Sell
1,294
-45
-3% -$9.59K 0.06% 358
2022
Q3
$242K Hold
1,339
0.05% 381
2022
Q2
$244K Hold
1,339
0.05% 445
2022
Q1
$280K Hold
1,339
0.05% 441
2021
Q4
$330K Hold
1,339
0.05% 356
2021
Q3
$277K Hold
1,339
0.05% 395
2021
Q2
$299K Sell
1,339
-118
-8% -$27K 0.05% 375
2021
Q1
$323K Sell
1,457
-62
-4% -$12.9K 0.06% 346
2020
Q4
$310K Sell
1,519
-50
-3% -$10.2K 0.06% 343
2020
Q3
$303K Buy
1,569
+2
+0.1% +$380 0.07% 312
2020
Q2
$274K Sell
1,567
-26
-2% -$4.25K 0.07% 338
2020
Q1
$226K Buy
1,593
+16
+1% +$2.72K 0.07% 344
2019
Q4
$283K Hold
1,577
0.06% 355
2019
Q3
$247K Sell
1,577
-75
-5% -$11.4K 0.06% 362
2019
Q2
$249K Buy
1,652
+170
+11% +$25.7K 0.06% 391
2019
Q1
$213K Buy
+1,482
New +$205K 0.05% 404
2018
Q1
Sell
-1,320
Closed -$221K 328
2017
Q4
$221K Buy
+1,320
New +$211K 0.05% 343
2017
Q3
Sell
-1,570
Closed -$225K 318
2017
Q2
$225K Buy
+1,570
New +$219K 0.06% 355

Other funds holding ITW

Institute for Wealth Management's ITW Position: Q2 2026 in Review

Institute for Wealth Management increased its Illinois Tool Works (ITW) stake by 15% in Q2 2026, buying an estimated $40.7K and bringing the position to 1,182 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #413.

Institute for Wealth Management first reported a position in ITW in Q2 2017 and has held it in 32 quarters since. The position peaked at $330K in Q4 2021. 1,957 funds tracked by Wall St. Rank hold ITW as of Q2 2026.

  • Institute for Wealth Management held 1,182 shares of Illinois Tool Works worth $320K as of Q2 2026.
  • Institute for Wealth Management bought 157 Illinois Tool Works shares in Q2 2026, an estimated $40.7K.
  • Illinois Tool Works made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #413 holding.
  • Institute for Wealth Management first reported a position in Illinois Tool Works in Q2 2017 and has held it in 32 quarters since.
  • Institute for Wealth Management's Illinois Tool Works position peaked at $330K in Q4 2021.
  • 1,957 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.