MISSION WEALTH MANAGEMENT, LP

Position in ITW — Illinois Tool Works Inc

CIK 1645382 Santa Barbara, CA

Position in ITW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,088,100

+$522,230 QoQ

Shares Held

4,023

+85.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#843

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

MISSION WEALTH MANAGEMENT, LP holds $28,881,032 across 16 Specialty Industrial Machinery names. ITW ranks #7 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	6,990	$8,212,271
2	ETN	Eaton Corp plc	11,059	$4,712,461
3	CMI	Cummins Inc	6,365	$4,539,581
4	DOV	DOVER Corp	9,700	$2,175,516
5	EMR	Emerson Electric Co	13,386	$1,916,205
6	XYL	Xylem Inc.	11,452	$1,353,740
7	ITW	Illinois Tool Works Inc This page	4,023	$1,088,100
8	IR	Ingersoll Rand Inc.	12,596	$1,032,746

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,088,100	4,023	+85.1%	Shares	Sole	2026-07-20
2026-03-31	$565,870	2,174	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$533,239	2,165	-3.3%	Shares	Sole	2026-02-05
2025-09-30	$584,102	2,240	+0.4%	Shares	Sole	2025-11-04
2025-06-30	$551,367	2,230	-2.7%	Shares	Sole	2025-08-05
2025-03-31	$568,438	2,292	-0.1%	Shares	Sole	2025-04-17
2024-12-31	$581,666	2,294	-56.6%	Shares	Sole	2025-02-06
2024-09-30	$1,383,991	5,281	+4.6%	Shares	Sole	2024-10-31
2024-06-30	$1,195,937	5,047	+84.8%	Shares	Sole	2024-08-05
2024-03-31	$732,808	2,731	-2.4%	Shares	Sole	2024-04-30
2023-12-31	$733,170	2,799	+46.3%	Shares	Sole	2024-02-05
2023-09-30	$440,583	1,913	-13.4%	Shares	Sole	2023-10-24
2023-06-30	$552,603	2,209	+1.8%	Shares	Sole	2023-08-04
2023-03-31	$528,529	2,171	-10.8%	Shares	Sole	2023-04-07
2022-12-31	$536,210	2,434	+12.2%	Shares	Sole	2023-02-02
2022-09-30	$391,829	2,169	-5.2%	Shares	Sole	2022-10-12
2022-06-30	$416,805	2,287	-8.7%	Shares	Sole	2022-07-27
2022-03-31	$524,756	2,506	-0.2%	Shares	Sole	2022-04-25
2021-12-31	$619,714	2,511	+2.4%	Shares	Sole	2022-02-11
2021-09-30	$506,863	2,453	+2.6%	Shares	Sole	2021-11-05
2021-06-30	$534,755	2,392	+2.1%	Shares	Sole	2021-08-10
2021-03-31	$518,799	2,342	+12.0%	Shares	Sole	2021-05-10
2020-12-31	$426,516	2,092	+0.4%	Shares	Sole	2021-01-19
2020-09-30	$402,456	2,083	+16.8%	Shares	Sole	2020-10-16
2020-06-30	$311,932	1,784	-0.9%	Shares	Sole	2020-08-03
2020-03-31	$255,958	1,801	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.