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Marshall & Sterling Wealth Advisors’s Illinois Tool Works ITW Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q4 		– Sell
-193
Closed -$50.2K – 490
2025
Q3 		$50.2K Hold
193
– – 0.03% 173
2025
Q2 		$47.6K Buy
193
+1
+0.5% +$242 0.03% 171
2025
Q1 		$47.7K Buy
+192
New +$49.3K 0.03% 162

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State Farm Mutual Automobile Insurance
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's ITW Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Illinois Tool Works (ITW) in Q4 2025, closing a stake of 193 shares — an estimated $50.2K sold.

Marshall & Sterling Wealth Advisors first reported a position in ITW in Q1 2025 and held it in 3 quarters. The position peaked at $50.2K in Q3 2025. 1,896 funds tracked by Wall St. Rank hold ITW as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Illinois Tool Works position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 193 Illinois Tool Works shares in Q4 2025, an estimated $50.2K.
  • Marshall & Sterling Wealth Advisors first reported a position in Illinois Tool Works in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's Illinois Tool Works position peaked at $50.2K in Q3 2025.
  • 1,896 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.