ITW β€” ILLINOIS TOOL WKS INC

Ownership history in Keudell/Morrison Wealth Management  Β·  7 quarters on record

AI Ownership Summary

Keudell/Morrison Wealth Management reported ILLINOIS TOOL WKS INC (ITW) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 0.1% in 2023 Q4. The latest visible filing shows ITW at 0.04% 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 Keudell/Morrison Wealth Management'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
2025 Q2

ITW was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2023 Q4

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 2025 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.

How Keudell/Morrison Wealth Management held ITW β€” position size vs. price
% of Fund (quarterly)    ITW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 UNCHANGED 810 β€” 0% 0.04% $200K 2025-07-22 $255.25
2025 Q1 UNCHANGED 810 β€” 0% 0.05% $201K 2025-04-23 $230.86
2024 Q4 UNCHANGED 810 β€” 0% 0.05% $205K 2025-01-23 $251.94
2024 Q3 REDUCED 810 -318 -28.2% 0.06% $212K 2024-10-31 $251.65
2024 Q2 UNCHANGED 1,128 β€” 0% 0.08% $267K 2024-07-16 $242.90
2024 Q1 REDUCED 1,128 -18 -1.6% 0.09% $303K 2024-05-07 $235.41
2023 Q4 INITIATED 1,146 β€” β€” 0.10% $300K 2024-02-14 $240.79

FAQ About Keudell/Morrison Wealth Management and ITW

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

How long has Keudell/Morrison Wealth Management reported owning ITW?

Keudell/Morrison Wealth Management reported ITW across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported ITW position in Keudell/Morrison Wealth Management's portfolio?

The largest reported portfolio weight for ITW was 0.10% in 2023 Q4.

What is the latest reported ITW position on this page?

The most recent filing on this page is 2025 Q2, when Keudell/Morrison Wealth Management reported 810 shares, equal to 0.04% of portfolio, with an estimated market value of $200K.

What does the chart on this ITW ownership page compare?

The chart compares Keudell/Morrison Wealth Management'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.

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