Baron Wealth Management LLC ITW — ILLINOIS TOOL WKS INC

Ownership history in Baron Wealth Management LLC  ·  8 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported ILLINOIS TOOL WKS INC (ITW) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.11% in 2025 Q1. The latest visible filing shows ITW at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ITW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Baron Wealth Management LLC's position in ILLINOIS TOOL WKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ITW was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ITW stock page Baron Wealth Management LLC fund profile Baron Wealth Management LLC full holdings
How Baron Wealth Management LLC held ITW — position size vs. price
% of Fund (quarterly)    ITW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 1,208 -67 -5.3% 0.08% $327K 2026-07-07 $271.09
2026 Q1 ADDED — — — 1,275 +306 +31.6% 0.10% $332K 2026-04-16 $264.01
2025 Q4 ADDED — — — 969 +95 +10.9% 0.07% $239K 2026-01-14 $255.71
2025 Q3 UNCHANGED — — — 874 — 0% 0.08% $228K 2025-10-20 $247.68
2025 Q2 REDUCED 13.8% +5.7% ❌ 874 -140 -13.8% 0.08% $216K 2025-07-09 $253.35
2025 Q1 ADDED — — — 1,014 +104 +11.4% 0.11% $252K 2025-05-14 $237.65
2024 Q4 ADDED — — — 910 +39 +4.5% 0.11% $231K 2025-01-23 $250.43
2024 Q3 INITIATED — — — 871 — — 0.11% $228K 2024-11-07 $261.41

🏢 Other funds also holding ITW

As of 2026 Q2 — sorted by position size

Somerset Trust Co 3Y 7Y 1.61% CARDEROCK CAPITAL MANAGEMENT INC 3Y 7Y 1.45% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 1.1% JGP Wealth Management, LLC 3Y 7Y 0.96% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.82% BDF-GESTION 0.74% Roxbury Financial LLC 0.45% Hummer Financial Advisory Services Inc 3Y 0.44% Sandy Cove Advisors, LLC 3Y 0.27% ACIMA PRIVATE WEALTH, LLC 3Y 7Y 0.23%

FAQ About Baron Wealth Management LLC and ITW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Baron Wealth Management LLC reported owning ITW?

Baron Wealth Management LLC reported ITW across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported ITW position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for ITW was 0.11% in 2025 Q1.

What is the latest reported ITW position on this page?

The most recent filing on this page is 2026 Q2, when Baron Wealth Management LLC reported 1,208 shares, equal to 0.08% of portfolio, with an estimated market value of $327K.

What does the chart on this ITW ownership page compare?

The chart compares Baron Wealth Management LLC's quarterly ITW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Baron Wealth Management LLC time their ITW position?

Based on 13F filing dates vs. subsequent ITW price moves, Baron Wealth Management LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on ITW relative to SPY over the holding period was -12.2%.

← Back to Baron Wealth Management LLC Holdings