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Sax Wealth Advisors’s Illinois Tool Works ITW Stock Holding History

Sax 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
2026
Q2 		$554K Buy
2,130
+888
+71% +$230K 0.02% 316
2026
Q1 		$306K Hold
1,242
– – 0.01% 381
2025
Q4 		$306K Sell
1,242
-26
-2% -$6.48K 0.01% 389
2025
Q3 		$331K Buy
1,268
+61
+5% +$15.9K 0.02% 333
2025
Q2 		$298K Buy
+1,207
New +$292K 0.02% 340

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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AT
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Swedbank
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sax Wealth Advisors's ITW Position: Q2 2026 in Review

Sax Wealth Advisors increased its Illinois Tool Works (ITW) stake by 71% in Q2 2026, buying an estimated $230K and bringing the position to 2,130 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #316.

Sax Wealth Advisors first reported a position in ITW in Q2 2025 and has held it in 5 quarters since. 440 funds tracked by Wall St. Rank hold ITW as of Q2 2026.

  • Sax Wealth Advisors held 2,130 shares of Illinois Tool Works worth $554K as of Q2 2026.
  • Sax Wealth Advisors bought 888 Illinois Tool Works shares in Q2 2026, an estimated $230K.
  • Illinois Tool Works made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #316 holding.
  • Sax Wealth Advisors first reported a position in Illinois Tool Works in Q2 2025 and has held it in 5 quarters since.
  • 440 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.