LYELL WEALTH MANAGEMENT, LP

Position in ITW — Illinois Tool Works Inc

CIK 1686444 MENLO PARK, CA

Position in ITW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$331,596

+$38,510 QoQ

Shares Held

1,226

+8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,351

of 1,957 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $2,844,598 across 6 Specialty Industrial Machinery names. ITW ranks #5 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	628	$737,812
2	ETN	Eaton Corp plc	1,396	$594,863
3	AME	Ametek Inc/	2,227	$538,800
4	EMR	Emerson Electric Co	2,377	$340,267
5	ITW	Illinois Tool Works Inc This page	1,226	$331,596
6	PH	Parker-Hannifin Corp	308	$301,260

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,596	1,226	+8.9%	Shares	Sole	2026-08-05
2026-03-31	$293,086	1,126	+12.4%	Shares	Sole	2026-05-07
2024-12-31	$254,067	1,002	+4.9%	Shares	Sole	2025-02-03
2024-09-30	$250,276	955	-1.5%	Shares	Sole	2024-10-23
2024-06-30	$229,851	970	-3.8%	Shares	Sole	2024-08-08
2024-03-31	$270,476	1,008	0.0%	Shares	Sole	2024-05-03
2023-12-31	$264,035	1,008	0.0%	Shares	Sole	2024-02-02
2023-09-30	$232,152	1,008	-1.9%	Shares	Sole	2023-10-31
2023-06-30	$256,914	1,027	0.0%	Shares	Sole	2023-08-04
2023-03-31	$250,023	1,027	+2.4%	Shares	Sole	2023-05-03
2022-12-31	$220,960	1,003	+21.6%	Shares	Sole	2023-01-24
2021-12-31	$203,610	825	-22.2%	Shares	Sole	2022-02-08
2021-09-30	$219,027	1,060	-8.6%	Shares	Sole	2021-11-10
2021-06-30	$259,329	1,160	+9.5%	Shares	Sole	2021-08-09
2021-03-31	$234,589	1,059	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.