Jeppson Wealth Management’s Illinois Tool Works ITW Stock Holding History

Jeppson Wealth 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	$606K	Sell	2,330 -10	-0.4%	-$2.72K	0.19%	110
2025 Q4	$576K	Buy	2,340 +4	+0.2%	+$997	0.18%	109
2025 Q3	$609K	Hold	2,336	–	–	0.19%	105
2025 Q2	$578K	Sell	2,336 -65	-3%	-$15.7K	0.2%	111
2025 Q1	$595K	Hold	2,401	–	–	0.22%	104
2024 Q4	$609K	Sell	2,401 -5	-0.2%	-$1.33K	0.22%	101
2024 Q3	$631K	Buy	2,406 +6	+0.3%	+$1.48K	0.23%	103
2024 Q2	$569K	Hold	2,400	–	–	0.22%	105
2024 Q1	$644K	Hold	2,400	–	–	0.25%	94
2023 Q4	$629K	Hold	2,400	–	–	0.26%	94
2023 Q3	$553K	Buy	2,400 +3	+0.1%	+$732	0.25%	97
2023 Q2	$600K	Sell	2,397 -143	-6%	-$33.5K	0.26%	93
2023 Q1	$618K	Hold	2,540	–	–	0.27%	93
2022 Q4	$560K	Buy	2,540 +11	+0.4%	+$2.34K	0.24%	98
2022 Q3	$457K	Buy	2,529 +118	+5%	+$23.3K	0.21%	104
2022 Q2	$439K	Buy	+2,411	New	+$482K	0.19%	106
2020 Q4	–	Sell	-60	Closed	-$12K	–	279
2020 Q3	$12K	Buy	+60	New	+$11.4K	0.01%	377

Other funds holding ITW

BHM

Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Jeppson Wealth Management's ITW Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Illinois Tool Works (ITW) stake by 0.43% in Q1 2026, selling an estimated $2.72K and leaving 2,330 shares worth $606K. The position accounts for 0.19% of the portfolio, ranked #110.

Jeppson Wealth Management first reported a position in ITW in Q3 2020 and has held it in 17 quarters since. The position peaked at $644K in Q1 2024. 1,933 funds tracked by Wall St. Rank hold ITW as of Q1 2026.

Jeppson Wealth Management held 2,330 shares of Illinois Tool Works worth $606K as of Q1 2026.
Jeppson Wealth Management sold 10 Illinois Tool Works shares in Q1 2026, an estimated $2.72K.
Illinois Tool Works made up 0.19% of Jeppson Wealth Management's portfolio in Q1 2026, its #110 holding.
Jeppson Wealth Management first reported a position in Illinois Tool Works in Q3 2020 and has held it in 17 quarters since.
Jeppson Wealth Management's Illinois Tool Works position peaked at $644K in Q1 2024.
1,933 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.