Position in ITW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,465,135
+$131,670 QoQ
Shares Held
5,417
+5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#764
of 1,957 holders
Holding Since
Dec 2020
22 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, 2026Concord Wealth Partners holds $7,156,297 across 12 Specialty Industrial Machinery names. ITW ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETN |
Eaton Corp plc
|
10,817 | $4,609,340 | |
| 2 | ITW |
Illinois Tool Works Inc
This page
|
5,417 | $1,465,135 | |
| 3 | EMR |
Emerson Electric Co
|
2,690 | $385,073 | |
| 4 | GEV |
GE Vernova Inc.
|
269 | $316,037 | |
| 5 | PH |
Parker-Hannifin Corp
|
318 | $311,042 | |
| 6 | DOV |
DOVER Corp
|
100 | $22,428 | |
| 7 | PNR |
PENTAIR plc
|
200 | $15,332 | |
| 8 | OTIS |
Otis Worldwide Corp
|
148 | $10,596 |
All Filings in ITW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,465,135 | 5,417 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,333,465 | 5,123 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $923,871 | 3,751 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $960,639 | 3,684 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $872,545 | 3,529 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $788,671 | 3,180 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $679,287 | 2,679 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $475,394 | 1,814 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $410,414 | 1,732 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $449,184 | 1,674 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $394,481 | 1,506 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $663,753 | 2,882 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $316,202 | 1,264 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $182,587 | 750 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $209,285 | 950 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $157,464 | 864 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $149,930 | 716 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $133,025 | 539 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $21,076 | 102 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $80,928 | 362 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $74,652 | 337 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $815 | 4 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||