Position in IT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$15,554
-$438 QoQ
Shares Held
120
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#521
of 647 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 29%
Shared 0%
None 71%
Common Shares in IT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $42,816,382 across 18 Information Technology Services names. IT ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
263,800 | $32,827,271 | |
| 2 | IBM |
International Business Machines Corp
|
26,333 | $7,405,102 | |
| 3 | CDW |
CDW Corp
|
11,810 | $1,660,958 | |
| 4 | INOD |
Innodata Inc
|
3,717 | $280,930 | |
| 5 | WYY |
Widepoint Corp
|
11,825 | $206,937 | |
| 6 | BR |
Broadridge Financial Solutions, Inc.
|
789 | $108,053 | |
| 7 | EXLS |
ExlService Holdings, Inc.
|
4,023 | $104,034 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
1,460 | $56,764 |
All Filings in IT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,554 | 120 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $15,992 | 101 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $24,471 | 97 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $29,704 | 113 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $67,908 | 168 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $70,096 | 167 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $51,353 | 106 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $79,054 | 156 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $70,053 | 156 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $106,297 | 223 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $100,597 | 223 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $76,625 | 223 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $78,119 | 223 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $72,646 | 223 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $74,959 | 223 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $58,104 | 210 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $66,019 | 273 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $60,086 | 202 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $61,383 | 202 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $50,135 | 207 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $37,787 | 207 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $33,159 | 207 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $25,239 | 202 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $24,508 | 202 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $20,113 | 202 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||