Wealth Group, Ltd. ITW — ILLINOIS TOLL WKS INC

Ownership history in Wealth Group, Ltd.  ·  8 quarters on record

AI Ownership Summary

Wealth Group, Ltd. reported ILLINOIS TOLL WKS INC (ITW) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.53% in 2026 Q1. The latest visible filing shows ITW at 0.53% 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 Wealth Group, Ltd.'s position in ILLINOIS TOLL 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 Q1

ITW was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% 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
2024 Q1 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.

ITW stock page Wealth Group, Ltd. fund profile Wealth Group, Ltd. full holdings
How Wealth Group, Ltd. 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 Q1 ADDED — — — 2,178 +112 +5.4% 0.53% $567 2026-04-14 $272.25
2025 Q4 REDUCED — — — 2,066 -72 -3.4% 0.50% $509K 2026-01-22 $258.06
2025 Q2 ADDED — — — 2,138 +2 +0.1% 0.52% $529K 2025-08-19 $258.99
2025 Q1 ADDED — — — 2,136 +94 +4.6% 0.34% $530K 2025-05-07 $234.38
2024 Q4 REDUCED 67.6% -1.6% ✅ 2,042 -4,260 -67.6% 0.34% $518K 2025-02-06 $247.28
2024 Q3 ADDED — — — 6,302 +4,316 +217.3% 0.51% $1.7M 2024-10-31 $251.65
2024 Q2 ADDED — — — 1,986 +15 +0.8% 0.34% $471K 2024-08-13 $228.78
2024 Q1 INITIATED — — — 1,971 — — 0.40% $529K 2024-05-10 $238.45

🏢 Other funds also holding ITW

As of 2026 Q1 — sorted by position size

COERENTE CAPITAL MANAGEMENT 3Y 5.1% Eliot Finkel Investment Counsel, LLC 3Y 7Y 3.67% Guinness Asset Management LTD 3Y 7Y 3.41% M. Kraus & Co 3Y 7Y 2.84% Chronos Wealth Management, LLC 3Y 2.66% DLK Investment Management, LLC 2.6% Ramsay, Stattman, Vela & Price, Inc. 3Y 7Y 2.31% Tradewinds, LLC. 3Y 2.11% Shelter Mutual Insurance Co 3Y 7Y 2.07% PIONEER TRUST BANK N A/OR 3Y 7Y 1.84%

FAQ About Wealth Group, Ltd. and ITW

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

How long has Wealth Group, Ltd. reported owning ITW?

Wealth Group, Ltd. reported ITW across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported ITW position in Wealth Group, Ltd.'s portfolio?

The largest reported portfolio weight for ITW was 0.53% in 2026 Q1.

What is the latest reported ITW position on this page?

The most recent filing on this page is 2026 Q1, when Wealth Group, Ltd. reported 2,178 shares, equal to 0.53% of portfolio, with an estimated market value of $567.

What does the chart on this ITW ownership page compare?

The chart compares Wealth Group, Ltd.'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 Wealth Group, Ltd. time their ITW position?

Based on 13F filing dates vs. subsequent ITW price moves, Wealth Group, Ltd. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on ITW relative to SPY over the holding period was -8.9%.

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