SWA
ITW icon

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

SFMG 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 		$322K Sell
1,192
-134
-10% -$34.8K 0.02% 242
2026
Q1 		$345K Hold
1,326
– – 0.02% 231
2025
Q4 		$326K Buy
1,326
+50
+4% +$12.5K 0.02% 230
2025
Q3 		$333K Hold
1,276
– – 0.02% 219
2025
Q2 		$315K Sell
1,276
-10
-0.8% -$2.42K 0.02% 205
2025
Q1 		$319K Buy
1,286
+110
+9% +$28.3K 0.03% 192
2024
Q4 		$298K Sell
1,176
-56
-5% -$14.9K 0.02% 199
2024
Q3 		$323K Hold
1,232
– – 0.03% 191
2024
Q2 		$292K Buy
1,232
+41
+3% +$10.1K 0.03% 196
2024
Q1 		$319K Buy
1,191
+30
+3% +$7.79K 0.03% 191
2023
Q4 		$304K Sell
1,161
-88
-7% -$21.1K 0.03% 191
2023
Q3 		$288K Sell
1,249
-12
-1% -$2.93K 0.03% 183
2023
Q2 		$315K Buy
1,261
+106
+9% +$24.8K 0.03% 175
2023
Q1 		$281K Buy
1,155
+108
+10% +$25.2K 0.03% 186
2022
Q4 		$231K Buy
+1,047
New +$223K 0.03% 207
2022
Q2 		– Sell
-1,047
Closed -$219K – 293
2022
Q1 		$219K Sell
1,047
-1
-0.1% -$224 0.02% 258
2021
Q4 		$259K Hold
1,048
– – 0.03% 225
2021
Q3 		$216K Hold
1,048
– – 0.02% 230
2021
Q2 		$234K Buy
1,048
+1
+0.1% +$229 0.03% 225
2021
Q1 		$232K Hold
1,047
– – 0.03% 210
2020
Q4 		$213K Buy
+1,047
New +$214K 0.03% 203

Other funds holding ITW

BHM
Briar Hall Management Nashville, Tennessee $6.98B AUM 9.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

SFMG Wealth Advisors reduced its Illinois Tool Works (ITW) stake by 10% in Q2 2026, selling an estimated $34.8K and leaving 1,192 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #242.

SFMG Wealth Advisors first reported a position in ITW in Q4 2020 and has held it in 21 quarters since. The position peaked at $345K in Q1 2026. 1,966 funds tracked by Wall St. Rank hold ITW as of Q2 2026.

  • SFMG Wealth Advisors held 1,192 shares of Illinois Tool Works worth $322K as of Q2 2026.
  • SFMG Wealth Advisors sold 134 Illinois Tool Works shares in Q2 2026, an estimated $34.8K.
  • Illinois Tool Works made up 0.02% of SFMG Wealth Advisors's portfolio in Q2 2026, its #242 holding.
  • SFMG Wealth Advisors first reported a position in Illinois Tool Works in Q4 2020 and has held it in 21 quarters since.
  • SFMG Wealth Advisors's Illinois Tool Works position peaked at $345K in Q1 2026.
  • 1,966 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.