Callan Family Office, LLC

Family Office

Position in IBM — International Business Machines Corp

CIK 1938970 RADNOR, PA

Position in IBM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$5,811,204

+$928,258 QoQ

Shares Held

20,665

+2.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#806

of 3,616 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Callan Family Office, LLC holds $27,210,762 across 21 Information Technology Services names. IBM ranks #1 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBM	International Business Machines Corp This page	20,665	$5,811,204
2	JKHY	Jack Henry & Associates Inc	40,416	$5,566,899
3	ACN	Accenture plc	25,682	$3,195,868
4	FIS	Fidelity National Information Services, Inc.	80,229	$3,119,303
5	BR	Broadridge Financial Solutions, Inc.	18,765	$2,569,866
6	CACI	Caci International Inc /De/	3,703	$1,715,451
7	CTSH	Cognizant Technology Solutions Corp	32,552	$1,260,738
8	CDW	CDW Corp	4,689	$659,460

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,811,204	20,665	+2.6%	Shares	Sole	2026-08-11
2026-03-31	$4,882,946	20,145	-5.9%	Shares	Sole	2026-05-13
2025-12-31	$6,341,559	21,409	+41.3%	Shares	Sole	2026-02-12
2025-09-30	$4,276,134	15,155	-10.4%	Shares	Sole	2025-11-04
2025-06-30	$4,987,088	16,918	+467.1%	Shares	Sole	2025-07-24
2025-03-31	$741,752	2,983	-66.2%	Shares	Sole	2025-05-13
2024-12-31	$1,939,340	8,822	+615.5%	Shares	Sole	2025-02-07
2024-09-30	$272,591	1,233	-4.5%	Shares	Sole	2024-10-08
2024-06-30	$223,278	1,291	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.