Planned Solutions’s Illinois Tool Works ITW Stock Holding History

Planned Solutions’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 Q2	$1.35M	Sell	5,000 -5,000	-50%	-$1.3M	0.39%	36
2026 Q1	$2.6M	Hold	10,000	–	–	0.85%	22
2025 Q4	$2.46M	Hold	10,000	–	–	0.79%	24
2025 Q3	$2.61M	Hold	10,000	–	–	0.9%	23
2025 Q2	$2.47M	Sell	10,000 -3,000	-23%	-$725K	0.94%	22
2025 Q1	$3.22M	Hold	13,000	–	–	1.31%	16
2024 Q4	$3.3M	Hold	13,000	–	–	1.33%	17
2024 Q3	$3.41M	Hold	13,000	–	–	1.37%	15
2024 Q2	$3.08M	Hold	13,000	–	–	1.49%	15
2024 Q1	$3.49K	Hold	13,000	–	–	﹤0.01%	102
2023 Q4	$3.4K	Hold	13,000	–	–	﹤0.01%	485
2023 Q3	$2.99K	Hold	13,000	–	–	﹤0.01%	80
2023 Q2	$3.25K	Sell	13,000 -3,000	-19%	-$703K	﹤0.01%	80
2023 Q1	$3.9K	Hold	16,000	–	–	﹤0.01%	78
2022 Q4	$3.52K	Hold	16,000	–	–	﹤0.01%	75
2022 Q3	$2.89M	Hold	16,000	–	–	2.41%	11
2022 Q2	$2.92M	Hold	16,000	–	–	2.72%	9
2022 Q1	$3.35M	Hold	16,000	–	–	2.34%	11
2021 Q4	$3.95M	Buy	+16,000	New	+$3.72M	2.64%	9
2021 Q2	$3.8M	Buy	+17,000	New	+$3.89M	2.63%	10

Other funds holding ITW

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Planned Solutions's ITW Position: Q2 2026 in Review

Planned Solutions increased its Illinois Tool Works (ITW) stake by 0.2% in Q2 2026, buying an estimated $4.15K and bringing the position to 8,121 shares worth $2.2M. The position accounts for 0.63% of the portfolio, ranked #24.

Planned Solutions first reported a position in ITW in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.73M in Q3 2020. 325 funds tracked by Wall St. Rank hold ITW as of Q2 2026.

Planned Solutions held 8,121 shares of Illinois Tool Works worth $2.2M as of Q2 2026.
Planned Solutions bought 16 Illinois Tool Works shares in Q2 2026, an estimated $4.15K.
Illinois Tool Works made up 0.63% of Planned Solutions's portfolio in Q2 2026, its #24 holding.
Planned Solutions first reported a position in Illinois Tool Works in Q3 2020 and has held it in 23 quarters since.
Planned Solutions's Illinois Tool Works position peaked at $6.73M in Q3 2020.
325 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.