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Summit Wealth Group (Colorado)’s Illinois Tool Works ITW Stock Holding History

Summit Wealth Group (Colorado)’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 		$343K Buy
1,268
+28
+2% +$7.26K 0.03% 279
2026
Q1 		$323K Buy
1,240
+78
+7% +$21.2K 0.03% 245
2025
Q4 		$286K Buy
+1,162
New +$290K 0.04% 214
2025
Q3 		– Sell
-1,089
Closed -$271K – 361
2025
Q2 		$271K Buy
+1,089
New +$263K 0.07% 193

Other funds holding ITW

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Summit Wealth Group (Colorado)'s ITW Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Illinois Tool Works (ITW) stake by 2.3% in Q2 2026, buying an estimated $7.26K and bringing the position to 1,268 shares worth $343K. The position accounts for 0.03% of the portfolio, ranked #279.

Summit Wealth Group (Colorado) first reported a position in ITW in Q2 2025 and has held it in 4 quarters since. 810 funds tracked by Wall St. Rank hold ITW as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,268 shares of Illinois Tool Works worth $343K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 28 Illinois Tool Works shares in Q2 2026, an estimated $7.26K.
  • Illinois Tool Works made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #279 holding.
  • Summit Wealth Group (Colorado) first reported a position in Illinois Tool Works in Q2 2025 and has held it in 4 quarters since.
  • 810 funds tracked by Wall St. Rank held Illinois Tool Works as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.