Golden State Wealth Management, LLC
Position in ITW — Illinois Tool Works Inc
CIK 1776033
SANTA ANA, CA
Position in ITW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$216,916
+$14,671 QoQ
Shares Held
802
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,581
of 1,957 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ITW Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Golden State Wealth Management, LLC holds $7,679,021 across 20 Specialty Industrial Machinery names. ITW ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
2,356 | $2,767,970 | |
| 2 | ROK |
Rockwell Automation, Inc
|
2,501 | $1,238,195 | |
| 3 | ETN |
Eaton Corp plc
|
2,558 | $1,090,014 | |
| 4 | CMI |
Cummins Inc
|
979 | $698,232 | |
| 5 | DOV |
DOVER Corp
|
2,713 | $608,471 | |
| 6 | NDSN |
Nordson Corp
|
857 | $258,548 | |
| 7 | ITW |
Illinois Tool Works Inc
This page
|
802 | $216,916 | |
| 8 | SMR |
NUSCALE POWER Corp
|
20,399 | $204,601 |
All Filings in ITW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,916 | 802 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $202,245 | 777 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $190,636 | 774 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $194,526 | 746 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $184,448 | 746 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $185,015 | 746 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $182,816 | 721 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $767,241 | 3,664 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,260,654 | 5,108 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,432,772 | 6,934 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,534,739 | 6,865 | Shares | Sole | 2021-08-12 | |
| 2020-03-31 | $51,305 | 361 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||