Position in WIT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$119,643
-$20,571 QoQ
Shares Held
53,175
-19.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#152
of 293 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $3,944,466 across 37 Information Technology Services names. WIT ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
7,214 | $2,028,648 | |
| 2 | TSSI |
TSS, Inc.
|
25,000 | $307,500 | |
| 3 | ACN |
Accenture plc
|
2,278 | $283,474 | |
| 4 | INFY |
Infosys Ltd
|
18,649 | $195,628 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
1,408 | $192,825 | |
| 6 | APLD |
Applied Digital Corp.
|
4,367 | $162,889 | |
| 7 | WIT |
Wipro Ltd
This page
|
53,175 | $119,643 | |
| 8 | EPAM |
EPAM Systems, Inc.
|
1,023 | $81,175 |
All Filings in WIT
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,643 | 53,175 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $140,214 | 66,139 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $259,638 | 91,422 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $245,126 | 93,204 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $282,086 | 93,406 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $337,276 | 110,221 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $391,382 | 110,560 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $712,158 | 109,901 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $669,377 | 109,734 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $451,794 | 78,573 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $425,949 | 76,472 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $418,911 | 86,552 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $337,701 | 71,547 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $246,038 | 54,797 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $340,757 | 73,124 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $99,889 | 21,208 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $195,737 | 36,862 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $157,176 | 20,386 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $161,889 | 16,587 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $93,439 | 10,582 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $78,584 | 10,062 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $46,341 | 8,202 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $47,048 | 15,177 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||