Position in ITW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,221,816
-$401,507 QoQ
Shares Held
8,536
-19.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026AE Wealth Management LLC holds $170,309,504 across 24 Specialty Industrial Machinery names. ITW ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTS |
Watts Water Technologies Inc
|
145,531 | $42,246,163 | |
| 2 | GGG |
Graco Inc
|
489,537 | $41,439,280 | |
| 3 | DOV |
DOVER Corp
|
127,935 | $26,668,025 | |
| 4 | EMR |
Emerson Electric Co
|
128,358 | $16,817,438 | |
| 5 | GEV |
GE Vernova Inc.
|
16,219 | $14,157,542 | |
| 6 | ETN |
Eaton Corp plc
|
26,849 | $9,603,066 | |
| 7 | PH |
Parker-Hannifin Corp
|
9,623 | $8,614,873 | |
| 8 | ITW |
Illinois Tool Works Inc
This page
|
8,536 | $2,221,816 |
All Filings in ITW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,221,816 | 8,536 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,623,323 | 10,651 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,380,203 | 9,128 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $988,250 | 3,997 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $775,523 | 3,127 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $707,933 | 2,792 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $712,040 | 2,717 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $826,987 | 3,490 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $705,167 | 2,628 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,023,747 | 19,179 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,035,491 | 17,522 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $3,353,644 | 13,406 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,377,625 | 13,874 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,788,777 | 12,659 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,228,137 | 12,334 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,163,854 | 11,873 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,291,768 | 15,720 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $3,734,330 | 15,131 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,804,706 | 8,734 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,553,518 | 6,949 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,787,223 | 8,068 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,626,178 | 12,881 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,691,360 | 8,754 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,937,305 | 16,799 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,129,143 | 7,945 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||