Connecticut Wealth Management, LLC

Position in ITW — Illinois Tool Works Inc

CIK 1689829 FARMINGTON, CT

Position in ITW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,054,292

-$127,424 QoQ

Shares Held

3,898

-14.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#859

of 1,957 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $18,299,264 across 11 Specialty Industrial Machinery names. ITW ranks #6 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	94,662	$6,777,799
2	GEV	GE Vernova Inc.	1,979	$2,325,047
3	CMI	Cummins Inc	2,814	$2,006,972
4	ROK	Rockwell Automation, Inc	3,516	$1,740,701
5	PH	Parker-Hannifin Corp	1,365	$1,335,133
6	ITW	Illinois Tool Works Inc This page	3,898	$1,054,292
7	AME	Ametek Inc/	4,119	$996,550
8	EMR	Emerson Electric Co	4,728	$676,813

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,054,292	3,898	-14.1%	Shares	Sole	2026-07-29
2026-03-31	$1,181,716	4,540	-12.4%	Shares	Sole	2026-05-01
2025-12-31	$1,277,065	5,185	-5.0%	Shares	Sole	2026-02-12
2025-09-30	$1,423,488	5,459	-7.6%	Shares	Sole	2025-11-13
2025-06-30	$1,461,000	5,909	-2.1%	Shares	Sole	2025-08-14
2025-03-31	$1,496,492	6,034	-1.9%	Shares	Sole	2025-05-15
2024-12-31	$1,559,140	6,149	-4.2%	Shares	Sole	2025-02-18
2024-09-30	$1,681,703	6,417	-2.5%	Shares	Sole	2024-11-13
2024-06-30	$1,560,144	6,584	+0.7%	Shares	Sole	2024-08-13
2024-03-31	$1,754,341	6,538	-1.4%	Shares	Sole	2024-05-01
2023-12-31	$1,736,138	6,628	+33.8%	Shares	Sole	2024-02-06
2023-09-30	$1,140,955	4,954	+154.3%	Shares	Sole	2023-10-19
2023-06-30	$487,311	1,948	+39.5%	Shares	Sole	2023-07-25
2023-03-31	$339,856	1,396	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.