JJBC
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James J. Burns & Company’s Gartner IT Stock Holding History

James J. Burns & Company’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-527
Closed -$213K – 162
2025
Q2 		$213K Hold
527
– – 0.03% 147
2025
Q1 		$221K Hold
527
– – 0.04% 134
2024
Q4 		$256K Hold
527
– – 0.04% 130
2024
Q3 		$267K Buy
527
+47
+10% +$22.6K 0.05% 120
2024
Q2 		$216K Hold
480
– – 0.04% 122
2024
Q1 		$225K Hold
480
– – 0.08% 83
2023
Q4 		$217K Buy
+480
New +$192K 0.05% 113

Other funds holding IT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

James J. Burns & Company's IT Position: Q3 2025 in Review

James J. Burns & Company sold out of Gartner (IT) in Q3 2025, closing a stake of 527 shares — an estimated $213K sold.

James J. Burns & Company first reported a position in IT in Q4 2023 and held it in 7 quarters. The position peaked at $267K in Q3 2024. 793 funds tracked by Wall St. Rank hold IT as of Q3 2025.

  • James J. Burns & Company reported no remaining Gartner position as of Q3 2025 after selling out during the quarter.
  • James J. Burns & Company sold 527 Gartner shares in Q3 2025, an estimated $213K.
  • James J. Burns & Company first reported a position in Gartner in Q4 2023 and held it in 7 quarters.
  • James J. Burns & Company's Gartner position peaked at $267K in Q3 2024.
  • 793 funds tracked by Wall St. Rank held Gartner as of Q3 2025.

Based on James J. Burns & Company's 13F filing for Q3 2025, filed 20 Oct 2025.