TXT — TEXTRON INC

Ownership history in GRIMES & Co WEALTH MANAGEMENT, LLC  ·  12 quarters on record

AI Ownership Summary

GRIMES & Co WEALTH MANAGEMENT, LLC reported TEXTRON INC (TXT) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2026 Q1. The latest visible filing shows TXT at 0.30% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TXT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GRIMES & Co WEALTH MANAGEMENT, LLC's position in TEXTRON 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 Q1

TXT was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

TXT stock page GRIMES & Co WEALTH MANAGEMENT, LLC fund profile GRIMES & Co WEALTH MANAGEMENT, LLC full holdings
How GRIMES & Co WEALTH MANAGEMENT, LLC held TXT — position size vs. price
% of Fund (quarterly)    TXT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 124,831 +1,808 +1.5% 0.30% $10.9M 2026-04-21 $90.79
2025 Q4 ADDED 123,023 +46,641 +61.1% 0.19% $8.0M 2026-02-03 $88.61
2025 Q3 ADDED 76,382 +9 +0.0% 0.08% $3.3M 2025-10-27 $80.43
2025 Q2 ADDED 76,373 +14 +0.0% 0.09% $3.2M 2025-07-22 $85.98
2025 Q1 ADDED 76,359 +9 +0.0% 0.09% $3.0M 2025-04-17 $65.98
2024 Q4 ADDED 76,350 +31 +0.0% 0.09% $3.1M 2025-01-21 $81.10
2024 Q3 REDUCED 76,319 -216 -0.3% 0.09% $3.5M 2024-10-22 $87.42
2024 Q2 ADDED 76,535 +12,071 +18.7% 0.10% $3.4M 2024-07-22 $91.66
2024 Q1 REDUCED 64,464 -6,230 -8.8% 0.10% $3.2M 2024-04-17 $92.03
2023 Q4 REDUCED 70,694 -558 -0.8% 0.10% $2.9M 2024-01-24 $85.37
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TXT

As of 2026 Q1 — sorted by position size

DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.4% Cascade Investment Advisors, Inc. 3Y 7Y 0.81% Elk River Wealth Management LLC 3Y 0.75% Verity Asset Management, Inc. 3Y 7Y 0.74% KWMG, LLC 3Y 7Y 0.67% Miller Global Investments, LLC 0.63% Pflug Koory, LLC 3Y 7Y 0.55% AEGON ASSET MANAGEMENT UK PLC 3Y 7Y 0.45% First City Capital Management, Inc. 3Y 7Y 0.36% Stanley-Laman Group, Ltd. 3Y 7Y 0.31%

FAQ About GRIMES & Co WEALTH MANAGEMENT, LLC and TXT

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

How long has GRIMES & Co WEALTH MANAGEMENT, LLC reported owning TXT?

GRIMES & Co WEALTH MANAGEMENT, LLC reported TXT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TXT position in GRIMES & Co WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for TXT was 0.30% in 2026 Q1.

What is the latest reported TXT position on this page?

The most recent filing on this page is 2026 Q1, when GRIMES & Co WEALTH MANAGEMENT, LLC reported 124,831 shares, equal to 0.30% of portfolio, with an estimated market value of $10.9M.

What does the chart on this TXT ownership page compare?

The chart compares GRIMES & Co WEALTH MANAGEMENT, LLC's quarterly TXT 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.

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