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

SOA 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 Q1	$27.3K	Hold	105	–	–	0.01%	454
2025 Q4	$25.9K	Hold	105	–	–	﹤0.01%	463
2025 Q3	$27.4K	Hold	105	–	–	﹤0.01%	467
2025 Q2	$26K	Buy	105 +50	+91%	+$12.1K	﹤0.01%	459
2025 Q1	$13.6K	Hold	55	–	–	﹤0.01%	528
2024 Q4	$13.9K	Hold	55	–	–	﹤0.01%	507
2024 Q3	$14.4K	Hold	55	–	–	﹤0.01%	497
2024 Q2	$13K	Hold	55	–	–	﹤0.01%	500
2024 Q1	$14.8K	Hold	55	–	–	﹤0.01%	486
2023 Q4	$14.4K	Hold	55	–	–	﹤0.01%	480
2023 Q3	$12.7K	Hold	55	–	–	﹤0.01%	493
2023 Q2	$13.8K	Hold	55	–	–	﹤0.01%	489
2023 Q1	$13.4K	Hold	55	–	–	﹤0.01%	493
2022 Q4	$12.1K	Sell	55 -5	-8%	-$1.06K	﹤0.01%	496
2022 Q3	$10K	Sell	60 -103	-63%	-$20.3K	﹤0.01%	510
2022 Q2	$29K	Sell	163 -19	-10%	-$3.8K	0.01%	326
2022 Q1	$38K	Hold	182	–	–	0.01%	348
2021 Q4	$44K	Hold	182	–	–	0.01%	313
2021 Q3	$37K	Sell	182 -30	-14%	-$6.76K	0.01%	349
2021 Q2	$47K	Buy	212 +119	+128%	+$27.2K	0.01%	312
2021 Q1	$20K	Hold	93	–	–	0.01%	404
2020 Q4	$19K	Buy	+93	New	+$19K	0.01%	413

Other funds holding ITW

BHM

Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

SOA Wealth Advisors's ITW Position: Q1 2026 in Review

SOA Wealth Advisors held its Illinois Tool Works (ITW) position steady in Q1 2026 at 105 shares worth $27.3K. The position accounts for 0.01% of the portfolio, ranked #454.

SOA Wealth Advisors first reported a position in ITW in Q4 2020 and has held it in 22 quarters since. The position peaked at $47K in Q2 2021. 1,933 funds tracked by Wall St. Rank hold ITW as of Q1 2026.

SOA Wealth Advisors held 105 shares of Illinois Tool Works worth $27.3K as of Q1 2026.
SOA Wealth Advisors left its Illinois Tool Works share count unchanged in Q1 2026.
Illinois Tool Works made up 0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #454 holding.
SOA Wealth Advisors first reported a position in Illinois Tool Works in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Illinois Tool Works position peaked at $47K in Q2 2021.
1,933 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.