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BAM Wealth Management’s Accenture ACN Stock Holding History

BAM Wealth Management’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,570
Closed -$708K – 168
2026
Q1 		$708K Sell
3,570
-498
-12% -$116K 0.53% 51
2025
Q4 		$1.09M Buy
4,068
+1,021
+34% +$259K 0.79% 29
2025
Q3 		$751K Buy
+3,047
New +$795K 0.58% 46

Other funds holding ACN

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BAM Wealth Management's ACN Position: Q2 2026 in Review

BAM Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 3,570 shares — an estimated $708K sold.

BAM Wealth Management first reported a position in ACN in Q3 2025 and held it in 3 quarters. The position peaked at $1.09M in Q4 2025. 1,075 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • BAM Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • BAM Wealth Management sold 3,570 Accenture shares in Q2 2026, an estimated $708K.
  • BAM Wealth Management first reported a position in Accenture in Q3 2025 and held it in 3 quarters.
  • BAM Wealth Management's Accenture position peaked at $1.09M in Q4 2025.
  • 1,075 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.