Position in WIT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$247,079
+$150,999 QoQ
Shares Held
109,813
+142.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#115
of 296 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026HB Wealth Management, LLC holds $50,834,656 across 17 Information Technology Services names. WIT ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
100,600 | $28,289,726 | |
| 2 | ACN |
Accenture plc
|
116,817 | $14,536,707 | |
| 3 | SAIC |
Science Applications International Corp
|
18,974 | $2,094,919 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
27,901 | $1,084,790 | |
| 5 | CDW |
CDW Corp
|
6,896 | $969,853 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
7,944 | $817,993 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
5,714 | $782,532 | |
| 8 | IT |
Gartner Inc
|
5,837 | $756,591 |
All Filings in WIT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,079 | 109,813 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $96,080 | 45,321 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $150,801 | 53,099 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $77,966 | 29,645 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $162,273 | 53,733 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $146,503 | 47,877 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $125,868 | 35,556 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $115,201 | 17,778 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $132,174 | 21,668 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $123,832 | 21,536 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $104,793 | 18,814 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $79,918 | 16,512 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $77,936 | 16,512 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $62,361 | 13,889 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $62,690 | 13,453 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $48,941 | 10,391 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||