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Sound Financial Strategies Group’s Illinois Tool Works ITW Stock Holding History

Sound Financial Strategies Group’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 		$253K Sell
971
-1,544
-61% -$420K 0.17% 96
2025
Q4 		$619K Sell
2,515
-260
-9% -$64.8K 0.44% 72
2025
Q3 		$724K Buy
2,775
+572
+26% +$149K 0.53% 55
2025
Q2 		$545K Sell
2,203
-610
-22% -$147K 0.46% 82
2025
Q1 		$698K Sell
2,813
-522
-16% -$134K 0.62% 67
2024
Q4 		$846K Buy
3,335
+417
+14% +$111K 0.71% 41
2024
Q3 		$765K Buy
2,918
+89
+3% +$21.9K 0.61% 46
2024
Q2 		$670K Buy
2,829
+423
+18% +$104K 0.58% 50
2024
Q1 		$646K Sell
2,406
-42
-2% -$10.9K 0.54% 29
2023
Q4 		$641K Sell
2,448
-1,416
-37% -$339K 0.54% 21
2023
Q3 		$890K Sell
3,864
-283
-7% -$69.1K 0.74% 28
2023
Q2 		$1.04M Sell
4,147
-513
-11% -$120K 0.76% 20
2023
Q1 		$1.13M Sell
4,660
-240
-5% -$56K 0.76% 10
2022
Q4 		$1.08M Buy
+4,900
New +$1.04M 0.78% 26
2022
Q1 		– Sell
-2,655
Closed -$655K – 88
2021
Q4 		$655K Sell
2,655
-70
-3% -$16.3K 0.33% 53
2021
Q3 		$563K Sell
2,725
-3
-0.1% -$676 0.28% 65
2021
Q2 		$610K Sell
2,728
-3,069
-53% -$703K 0.3% 66
2021
Q1 		$1.28M Sell
5,797
-172
-3% -$35.7K 0.66% 10
2020
Q4 		$1.22M Buy
+5,969
New +$1.22M 0.67% 14

Other funds holding ITW

BHM
Briar Hall Management Nashville, Tennessee $6.72B AUM 4.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sound Financial Strategies Group's ITW Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Illinois Tool Works (ITW) stake by 61% in Q1 2026, selling an estimated $420K and leaving 971 shares worth $253K. The position accounts for 0.17% of the portfolio, ranked #96.

Sound Financial Strategies Group first reported a position in ITW in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.28M in Q1 2021. 1,935 funds tracked by Wall St. Rank hold ITW as of Q1 2026.

  • Sound Financial Strategies Group held 971 shares of Illinois Tool Works worth $253K as of Q1 2026.
  • Sound Financial Strategies Group sold 1,544 Illinois Tool Works shares in Q1 2026, an estimated $420K.
  • Illinois Tool Works made up 0.17% of Sound Financial Strategies Group's portfolio in Q1 2026, its #96 holding.
  • Sound Financial Strategies Group first reported a position in Illinois Tool Works in Q4 2020 and has held it in 19 quarters since.
  • Sound Financial Strategies Group's Illinois Tool Works position peaked at $1.28M in Q1 2021.
  • 1,935 funds tracked by Wall St. Rank held Illinois Tool Works as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.