LWM Advisory Services’s Illinois Tool Works ITW Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-2,182	Closed	-$394K	–	107
2022 Q3	$394K	Buy	2,182 +98	+5%	+$19.3K	0.45%	67
2022 Q2	$380K	Buy	2,084 +200	+11%	+$40K	0.46%	69
2022 Q1	$395K	Buy	1,884 +487	+35%	+$109K	0.49%	60
2021 Q4	$345K	Buy	+1,397	New	+$325K	0.43%	71

Other funds holding ITW

BHM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

LWM Advisory Services's ITW Position: Q4 2022 in Review

LWM Advisory Services sold out of Illinois Tool Works (ITW) in Q4 2022, closing a stake of 2,182 shares — an estimated $394K sold.

LWM Advisory Services first reported a position in ITW in Q4 2021 and held it in 4 quarters. The position peaked at $395K in Q1 2022. 1,590 funds tracked by Wall St. Rank hold ITW as of Q4 2022.

LWM Advisory Services reported no remaining Illinois Tool Works position as of Q4 2022 after selling out during the quarter.
LWM Advisory Services sold 2,182 Illinois Tool Works shares in Q4 2022, an estimated $394K.
LWM Advisory Services first reported a position in Illinois Tool Works in Q4 2021 and held it in 4 quarters.
LWM Advisory Services's Illinois Tool Works position peaked at $395K in Q1 2022.
1,590 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2022.

Based on LWM Advisory Services's 13F filing for Q4 2022, filed 7 Feb 2023.