Cypress Wealth Services, LLC

Position in ITW — Illinois Tool Works Inc

CIK 1721527 PALM DESERT, CA

Position in ITW

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$473,592

+$10,276 QoQ

Shares Held

1,751

-1.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,152

of 1,957 holders

Holding Since

Mar 2020

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $1,430,427 across 4 Specialty Industrial Machinery names. ITW ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ITW	Illinois Tool Works Inc This page	1,751	$473,592
2	GEV	GE Vernova Inc.	340	$399,452
3	OTIS	Otis Worldwide Corp	4,440	$317,904
4	ETN	Eaton Corp plc	562	$239,479

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$473,592	1,751	-1.6%	Shares	Sole	2026-07-13
2026-03-31	$463,316	1,780	+1.9%	Shares	Sole	2026-04-15
2025-12-31	$430,286	1,747	+89.7%	Shares	Sole	2026-01-14
2025-09-30	$240,159	921	+1.0%	Shares	Sole	2025-10-15
2025-06-30	$225,492	912	-78.2%	Shares	Sole	2025-07-28
2020-06-30	$732,971	4,192	-0.2%	Shares	Sole	2020-07-15
2020-03-31	$596,904	4,200	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.