Position in ITW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$269,117
+$12,992 QoQ
Shares Held
995
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,457
of 1,957 holders
Holding Since
Dec 2023
9 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 Jun 30, 2026Keudell/Morrison Wealth Management holds $1,328,854 across 4 Specialty Industrial Machinery names. ITW ranks #4 (20.3% of the industry book) .
All Filings in ITW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $269,117 | 995 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $256,125 | 984 | Shares | Sole | 2026-04-20 | |
| 2025-06-30 | $200,272 | 810 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $200,888 | 810 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $205,383 | 810 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $212,276 | 810 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $267,290 | 1,128 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $302,676 | 1,128 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $300,183 | 1,146 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||