EP Wealth Advisors, LLC

Position in ITW — Illinois Tool Works Inc

CIK 1540569 TORRANCE, CA

Position in ITW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,606,789

+$381,570 QoQ

Shares Held

9,638

+12.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#562

of 1,957 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Industrials · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $141,288,819 across 25 Specialty Industrial Machinery names. ITW ranks #9 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROK	Rockwell Automation, Inc	96,877	$47,961,865
2	GEV	GE Vernova Inc.	14,743	$17,320,960
3	ETN	Eaton Corp plc	35,448	$15,105,101
4	AME	Ametek Inc/	60,673	$14,679,225
5	CMI	Cummins Inc	17,817	$12,707,262
6	PH	Parker-Hannifin Corp	11,562	$11,309,023
7	EMR	Emerson Electric Co	41,031	$5,873,587
8	DOV	DOVER Corp	21,455	$4,811,927

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,606,789	9,638	+12.7%	Shares	Sole	2026-08-12
2026-03-31	$2,225,219	8,549	-11.2%	Shares	Sole	2026-05-14
2025-12-31	$2,369,898	9,622	+32.7%	Shares	Sole	2026-02-18
2025-06-30	$1,792,315	7,249	+5.1%	Shares	Sole	2025-08-14
2025-03-31	$1,710,772	6,898	+20.6%	Shares	Sole	2025-05-15
2024-12-31	$1,449,856	5,718	+42.2%	Shares	Sole	2025-02-14
2024-09-30	$1,053,521	4,020	-10.9%	Shares	Sole	2024-11-15
2024-06-30	$1,069,400	4,513	+2.8%	Shares	Sole	2024-08-19
2024-03-31	$1,177,968	4,390	+1.0%	Shares	Sole	2024-05-14
2023-12-31	$1,138,915	4,348	-5.5%	Shares	Sole	2024-02-28
2023-09-30	$1,060,116	4,603	-87.5%	Shares	Sole	2023-11-24
2023-06-30	$981,420	36,908	+114.1%	Shares	Sole	2023-08-14
2023-03-31	$4,197,321	17,241	+362.2%	Shares	Sole	2023-06-05
2022-12-31	$821,719	3,730	+243.5%	Shares	Sole	2023-06-12
2022-03-31	$227,408	1,086	+10.9%	Shares	Sole	2022-05-20
2021-12-31	$241,617	979	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.