LWM
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
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

BHM
Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Lyell Wealth Management opened a new position in Illinois Tool Works (ITW) in Q1 2026: 1,126 shares worth $293K. The stake represents 0.02% of the portfolio and ranks #181 among its holdings. This is a return to the name: Lyell Wealth Management previously reported a position in ITW as recently as Q4 2024.

Lyell Wealth Management first reported a position in ITW in Q1 2021 and has held it in 14 quarters since. 1,936 funds tracked by Wall St. Rank hold ITW as of Q1 2026.

  • Lyell Wealth Management held 1,126 shares of Illinois Tool Works worth $293K as of Q1 2026.
  • Illinois Tool Works was a new Lyell Wealth Management position in Q1 2026.
  • Illinois Tool Works made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Lyell Wealth Management first reported a position in Illinois Tool Works in Q1 2021 and has held it in 14 quarters since.
  • 1,936 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.