Circle Wealth Management, LLC

Position in ITW — Illinois Tool Works Inc

CIK 1578242 SUMMIT, NJ

Position in ITW

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

Position Value

$2,039,614

+$78,069 QoQ

Shares Held

7,541

+0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#666

of 1,957 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Circle Wealth Management, LLC holds $7,853,245 across 6 Specialty Industrial Machinery names. ITW ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	32,851	$2,352,131
2	ITW	Illinois Tool Works Inc This page	7,541	$2,039,614
3	ROK	Rockwell Automation, Inc	2,662	$1,317,902
4	XYL	Xylem Inc.	8,393	$992,136
5	ETN	Eaton Corp plc	1,389	$591,880
6	SYM	Symbotic Inc.	12,449	$559,582

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,039,614	7,541	+0.1%	Shares	Sole	2026-08-12
2026-03-31	$1,961,545	7,536	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$1,853,653	7,526	+1.1%	Shares	Sole	2026-02-13
2025-09-30	$1,940,836	7,443	+4.6%	Shares	Sole	2025-11-14
2025-06-30	$1,759,925	7,118	-0.3%	Shares	Sole	2025-08-14
2025-03-31	$1,769,799	7,136	-6.5%	Shares	Sole	2025-05-14
2024-12-31	$1,934,916	7,631	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,999,856	7,631	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$1,810,848	7,642	-67.9%	Shares	Sole	2024-08-13
2024-03-31	$6,386,254	23,800	+0.3%	Shares	Sole	2024-05-14
2023-12-31	$6,212,430	23,717	-32.9%	Shares	Sole	2024-02-15
2023-09-30	$8,140,537	35,346	-14.4%	Shares	Sole	2023-11-15
2023-06-30	$10,330,857	41,297	-0.0%	Shares	Sole	2023-08-11
2023-03-31	$10,055,945	41,306	-1.4%	Shares	Sole	2023-05-09
2022-12-31	$9,226,384	41,881	+0.1%	Shares	Sole	2023-02-13
2022-09-30	$7,558,396	41,840	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$7,632,812	41,881	+0.1%	Shares	Sole	2022-08-12
2022-03-31	$8,765,484	41,860	-2.9%	Shares	Sole	2022-05-16
2021-12-31	$10,634,858	43,091	0.0%	Shares	Sole	2022-02-14
2021-09-30	$8,903,893	43,091	0.0%	Shares	Sole	2021-11-12
2021-06-30	$9,633,423	43,091	-0.0%	Shares	Sole	2021-08-16
2021-03-31	$9,546,182	43,094	-1.3%	Shares	Sole	2021-05-17
2020-12-31	$8,905,478	43,680	-1.3%	Shares	Sole	2021-02-18
2020-09-30	$8,552,054	44,263	0.0%	Shares	Sole	2020-11-16
2020-06-30	$7,739,385	44,263	-4.0%	Shares	Sole	2020-08-14
2020-03-31	$6,554,432	46,119	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.