Position in ITW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$764,618
+$32,943 QoQ
Shares Held
2,827
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#957
of 1,957 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Meridian Wealth Management, LLC holds $20,675,710 across 9 Specialty Industrial Machinery names. ITW ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
7,437 | $8,737,433 | |
| 2 | EMR |
Emerson Electric Co
|
34,358 | $4,918,347 | |
| 3 | ETN |
Eaton Corp plc
|
5,405 | $2,303,178 | |
| 4 | PH |
Parker-Hannifin Corp
|
2,313 | $2,262,391 | |
| 5 | ITW |
Illinois Tool Works Inc
This page
|
2,827 | $764,618 | |
| 6 | CMI |
Cummins Inc
|
805 | $574,134 | |
| 7 | ROK |
Rockwell Automation, Inc
|
1,157 | $572,807 | |
| 8 | SMR |
NUSCALE POWER Corp
|
32,488 | $325,854 |
All Filings in ITW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,618 | 2,827 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $731,675 | 2,811 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $694,073 | 2,818 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $725,173 | 2,781 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $687,602 | 2,781 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $687,235 | 2,771 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $712,250 | 2,809 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $722,789 | 2,758 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $741,664 | 2,764 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $719,287 | 2,746 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,295,724 | 5,626 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $675,682 | 2,701 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $657,315 | 2,700 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $593,928 | 2,696 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $487,393 | 2,698 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $515,767 | 2,830 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $558,051 | 2,665 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $658,215 | 2,667 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $550,049 | 2,662 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $573,207 | 2,564 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $570,635 | 2,576 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $521,117 | 2,556 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $270,300 | 1,399 | Shares | Sole | 2020-10-09 | |
| No filing history on record for this holder in this stock. | ||||||