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BKM Wealth Management’s Accenture ACN Stock Holding History

BKM 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
-6,154
Closed -$1.22M – 149
2026
Q1 		$1.22M Buy
6,154
+1,029
+20% +$240K 0.45% 66
2025
Q4 		$1.38M Sell
5,125
-3,498
-41% -$889K 0.5% 57
2025
Q3 		$2.13M Buy
8,623
+88
+1% +$22.9K 0.78% 39
2025
Q2 		$2.55M Sell
8,535
-218
-2% -$66.4K 1% 27
2025
Q1 		$2.73M Buy
8,753
+697
+9% +$246K 1.12% 24
2024
Q4 		$2.83M Buy
8,056
+220
+3% +$79.2K 1.16% 21
2024
Q3 		$2.77M Buy
7,836
+733
+10% +$241K 1.13% 21
2024
Q2 		$2.16M Buy
7,103
+1,413
+25% +$433K 1.04% 23
2024
Q1 		$1.97M Buy
5,690
+822
+17% +$300K 0.85% 32
2023
Q4 		$1.71M Buy
+4,868
New +$1.57M 0.73% 31

Other funds holding ACN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BKM Wealth Management sold out of Accenture (ACN) in Q2 2026, closing a stake of 6,154 shares — an estimated $1.22M sold.

BKM Wealth Management first reported a position in ACN in Q4 2023 and held it in 10 quarters. The position peaked at $2.83M in Q4 2024. 1,897 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • BKM Wealth Management reported no remaining Accenture position as of Q2 2026 after selling out during the quarter.
  • BKM Wealth Management sold 6,154 Accenture shares in Q2 2026, an estimated $1.22M.
  • BKM Wealth Management first reported a position in Accenture in Q4 2023 and held it in 10 quarters.
  • BKM Wealth Management's Accenture position peaked at $2.83M in Q4 2024.
  • 1,897 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.