Mount Yale Investment Advisors’s Illinois Tool Works ITW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$779K Buy
2,978
+1,507
+102% +$410K 0.02% 579
2025
Q4
$365K Buy
1,471
+266
+22% +$66.3K 0.02% 537
2025
Q3
$316K Buy
1,205
+785
+187% +$205K 0.02% 513
2025
Q2
$104K Buy
+420
New +$101K 0.01% 651
2018
Q4
Sell
-163
Closed -$22K 532
2018
Q3
$22K Hold
163
﹤0.01% 760
2018
Q2
$23K Hold
163
﹤0.01% 765
2018
Q1
$26K Buy
+163
New +$27.1K 0.01% 726

Other funds holding ITW

Mount Yale Investment Advisors's ITW Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Illinois Tool Works (ITW) stake by 102% in Q1 2026, buying an estimated $410K and bringing the position to 2,978 shares worth $779K. The position accounts for 0.02% of the portfolio, ranked #579.

Mount Yale Investment Advisors first reported a position in ITW in Q1 2018 and has held it in 7 quarters since. 1,940 funds tracked by Wall St. Rank hold ITW as of Q1 2026.

  • Mount Yale Investment Advisors held 2,978 shares of Illinois Tool Works worth $779K as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,507 Illinois Tool Works shares in Q1 2026, an estimated $410K.
  • Illinois Tool Works made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #579 holding.
  • Mount Yale Investment Advisors first reported a position in Illinois Tool Works in Q1 2018 and has held it in 7 quarters since.
  • 1,940 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.