Position in ITW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$811,410
+$30,540 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.31%
of 13F equity value
Holder Rank
#930
of 1,957 holders
Holding Since
Dec 2024
7 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, 2026Martel Wealth Advisors LLC holds $811,410 across 1 Specialty Industrial Machinery name. ITW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ITW |
Illinois Tool Works Inc
This page
|
3,000 | $811,410 |
All Filings in ITW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $811,410 | 3,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $780,870 | 3,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $738,900 | 3,000 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $782,280 | 3,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $741,750 | 3,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $744,030 | 3,000 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $760,680 | 3,000 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||