Mowery & Schoenfeld Wealth Management, LLC

Position in ITW — Illinois Tool Works Inc

CIK 2019946 LINCOLNSHIRE, IL

Position in ITW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$134,153

+$5,050 QoQ

Shares Held

496

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,655

of 1,957 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Industrials · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $603,035 across 13 Specialty Industrial Machinery names. ITW ranks #2 (22.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ETN	Eaton Corp plc	590	$251,410
2	ITW	Illinois Tool Works Inc This page	496	$134,153
3	GEV	GE Vernova Inc.	94	$110,436
4	OTIS	Otis Worldwide Corp	396	$28,353
5	PH	Parker-Hannifin Corp	20	$19,562
6	CMI	Cummins Inc	23	$16,403
7	AME	Ametek Inc/	34	$8,225
8	DCI	DONALDSON Co INC	90	$8,079

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$134,153	496	0.0%	Shares	Sole	2026-08-06
2026-03-31	$129,103	496	+4.6%	Shares	Sole	2026-05-01
2025-12-31	$116,746	474	+2.2%	Shares	Sole	2026-01-28
2025-09-30	$120,992	464	-3.7%	Shares	Sole	2025-10-27
2025-06-30	$119,174	482	0.0%	Shares	Sole	2025-07-28
2025-03-31	$119,540	482	+0.2%	Shares	Sole	2025-05-05
2024-12-31	$121,962	481	+43.2%	Shares	Sole	2025-02-10
2024-09-30	$88,055	336	-27.7%	Shares	Sole	2024-10-23
2024-06-30	$110,186	465	+30.6%	Shares	Sole	2024-08-14
2024-03-31	$95,525	356	+513.8%	Shares	Sole	2024-05-14
2023-12-31	$15,192	58	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.