John Overdeck’s Illinois Tool Works ITW Stock Holding History

John Overdeck’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
2022 Q1	–	Sell	-8,900	Closed	-$2.2M	–	3464
2021 Q4	$2.2M	Buy	+8,900	New	+$2.07M	﹤0.01%	1842
2021 Q2	–	Sell	-1,000	Closed	-$222K	–	4300
2021 Q1	$222K	Sell	1,000 -10,000	-91%	-$2.08M	﹤0.01%	3562
2020 Q4	$2.24M	Buy	+11,000	New	+$2.25M	0.01%	1424
2020 Q1	–	Sell	-2,000	Closed	-$359K	–	3462
2019 Q4	$359K	Sell	2,000 -5,700	-74%	-$966K	﹤0.01%	3052
2019 Q3	$1.21M	Buy	7,700 +700	+10%	+$106K	﹤0.01%	1824
2019 Q2	$1.06M	Buy	+7,000	New	+$1.06M	﹤0.01%	1898
2019 Q1	–	Sell	-17,900	Closed	-$2.27M	–	3248
2018 Q4	$2.27M	Buy	17,900 +4,500	+34%	+$593K	0.01%	1178
2018 Q3	$1.89M	Sell	13,400 -17,600	-57%	-$2.48M	0.01%	1523
2018 Q2	$4.29M	Buy	31,000 +13,000	+72%	+$1.92M	0.01%	1108
2018 Q1	$2.82M	Buy	+18,000	New	+$2.99M	0.01%	1284
2017 Q2	–	Sell	-13,100	Closed	-$1.74M	–	3113
2017 Q1	$1.74M	Sell	13,100 -2,200	-14%	-$285K	0.01%	1548
2016 Q4	$1.87M	Buy	15,300 +10,800	+240%	+$1.3M	0.01%	1537
2016 Q3	$539K	Buy	4,500 +1,500	+50%	+$174K	﹤0.01%	2391
2016 Q2	$312K	Buy	3,000 +1,000	+50%	+$105K	﹤0.01%	2531
2016 Q1	$205K	Sell	2,000 -7,000	-78%	-$648K	﹤0.01%	2580
2015 Q4	$834K	Buy	+9,000	New	+$817K	﹤0.01%	1634
2015 Q2	–	Sell	-5,000	Closed	-$486K	–	2931
2015 Q1	$486K	Buy	+5,000	New	+$482K	﹤0.01%	1995

Other funds holding ITW

BHM

Briar Hall Management Nashville, Tennessee $6.98B AUM 9.39% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

John Overdeck's ITW Position: Q2 2026 in Review

John Overdeck increased its Illinois Tool Works (ITW) stake by 47% in Q2 2026, buying an estimated $178M and bringing the position to 2,153,740 shares worth $583M. The position accounts for 0.42% of the portfolio, ranked #35.

John Overdeck first reported a position in ITW in Q2 2013 and has held it in 45 quarters since. 1,955 funds tracked by Wall St. Rank hold ITW as of Q2 2026.

John Overdeck held 2,153,740 shares of Illinois Tool Works worth $583M as of Q2 2026.
John Overdeck bought 685,665 Illinois Tool Works shares in Q2 2026, an estimated $178M.
Illinois Tool Works made up 0.42% of John Overdeck's portfolio in Q2 2026, its #35 holding.
John Overdeck first reported a position in Illinois Tool Works in Q2 2013 and has held it in 45 quarters since.
1,955 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.