Institute for Wealth Management, LLC.
Position in ITW — Illinois Tool Works Inc
CIK 1533954
DENVER, CO
Position in ITW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$319,695
+$52,898 QoQ
Shares Held
1,182
+15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,340
of 1,925 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $10,122,871 across 27 Specialty Industrial Machinery names. ITW ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
7,331 | $3,123,885 | |
| 2 | GEV |
GE Vernova Inc.
|
2,088 | $2,453,107 | |
| 3 | CMI |
Cummins Inc
|
2,318 | $1,653,220 | |
| 4 | RRX |
Regal Rexnord Corp
|
3,308 | $787,932 | |
| 5 | EMR |
Emerson Electric Co
|
4,826 | $690,841 | |
| 6 | ITW |
Illinois Tool Works Inc
This page
|
1,182 | $319,695 | |
| 7 | ROK |
Rockwell Automation, Inc
|
346 | $171,297 | |
| 8 | OTIS |
Otis Worldwide Corp
|
1,861 | $133,247 |
All Filings in ITW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $319,695 | 1,182 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $266,797 | 1,025 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $251,472 | 1,021 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $271,711 | 1,042 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $262,579 | 1,062 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $263,386 | 1,062 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $269,280 | 1,062 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $278,318 | 1,062 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $253,310 | 1,069 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $286,039 | 1,066 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $284,466 | 1,086 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $250,116 | 1,086 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $302,193 | 1,208 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $294,087 | 1,208 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $285,068 | 1,294 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $241,890 | 1,339 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $244,032 | 1,339 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $280,386 | 1,339 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $330,465 | 1,339 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $276,677 | 1,339 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $299,346 | 1,339 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $322,754 | 1,457 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $309,693 | 1,519 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $303,146 | 1,569 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $273,989 | 1,567 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $226,397 | 1,593 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||