Lyell Wealth Management
ITW icon

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

Lyell 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
Q3 		$315K Hold
1,226
– – 0.02% 192
2026
Q2 		$332K Buy
1,226
+100
+9% +$25.9K 0.02% 188
2026
Q1 		$293K Buy
+1,126
New +$306K 0.02% 181
2025
Q1 		– Sell
-1,002
Closed -$254K – 206
2024
Q4 		$254K Buy
1,002
+47
+5% +$12.5K 0.02% 183
2024
Q3 		$250K Sell
955
-15
-2% -$3.69K 0.02% 191
2024
Q2 		$230K Sell
970
-38
-4% -$9.39K 0.02% 189
2024
Q1 		$271K Hold
1,008
– – 0.03% 173
2023
Q4 		$264K Hold
1,008
– – 0.03% 169
2023
Q3 		$232K Sell
1,008
-19
-2% -$4.64K 0.03% 167
2023
Q2 		$257K Hold
1,027
– – 0.03% 165
2023
Q1 		$250K Buy
1,027
+24
+2% +$5.6K 0.04% 179
2022
Q4 		$221K Buy
+1,003
New +$214K 0.03% 181
2022
Q1 		– Sell
-825
Closed -$205K – 201
2021
Q4 		$205K Sell
825
-235
-22% -$54.6K 0.02% 180
2021
Q3 		$220K Sell
1,060
-100
-9% -$22.5K 0.03% 169
2021
Q2 		$261K Buy
1,160
+101
+10% +$23.1K 0.03% 168
2021
Q1 		$236K Buy
+1,059
New +$220K 0.03% 160

Other funds holding ITW

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Lyell Wealth Management's ITW Position: Q3 2026 in Review

Lyell Wealth Management held its Illinois Tool Works (ITW) position steady in Q3 2026 at 1,226 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #192.

Lyell Wealth Management first reported a position in ITW in Q1 2021 and has held it in 16 quarters since. The position peaked at $332K in Q2 2026. 1,251 funds tracked by Wall St. Rank hold ITW as of Q3 2026.

  • Lyell Wealth Management held 1,226 shares of Illinois Tool Works worth $315K as of Q3 2026.
  • Lyell Wealth Management left its Illinois Tool Works share count unchanged in Q3 2026.
  • Illinois Tool Works made up 0.02% of Lyell Wealth Management's portfolio in Q3 2026, its #192 holding.
  • Lyell Wealth Management first reported a position in Illinois Tool Works in Q1 2021 and has held it in 16 quarters since.
  • Lyell Wealth Management's Illinois Tool Works position peaked at $332K in Q2 2026.
  • 1,251 funds tracked by Wall St. Rank held Illinois Tool Works as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.