Carson Wealth (CWM LLC)
ACN icon

Carson Wealth (CWM LLC)’s Accenture ACN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$29.9M Sell
150,912
-39,143
-21% -$9.12M 0.08% 237
2025
Q4 		$51M Buy
190,055
+74,394
+64% +$18.9M 0.14% 141
2025
Q3 		$28.5M Buy
115,661
+26,881
+30% +$7.01M 0.09% 199
2025
Q2 		$26.5M Buy
88,780
+2,272
+3% +$692K 0.09% 188
2025
Q1 		$27M Sell
86,508
-2,134
-2% -$754K 0.11% 177
2024
Q4 		$31.2M Sell
88,642
-2,713
-3% -$977K 0.13% 143
2024
Q3 		$32.3M Sell
91,355
-2,363
-3% -$777K 0.14% 135
2024
Q2 		$28.4M Sell
93,718
-3,683
-4% -$1.13M 0.13% 142
2024
Q1 		$33.8M Sell
97,401
-2,808
-3% -$1.02M 0.16% 131
2023
Q4 		$35.2M Sell
100,209
-8,730
-8% -$2.81M 0.19% 105
2023
Q3 		$33.5M Sell
108,939
-8,825
-7% -$2.78M 0.21% 96
2023
Q2 		$36.3M Sell
117,764
-7,480
-6% -$2.17M 0.22% 82
2023
Q1 		$35.8M Buy
125,244
+875
+0.7% +$239K 0.24% 81
2022
Q4 		$33.2M Buy
124,369
+7,439
+6% +$2.06M 0.24% 86
2022
Q3 		$30.1M Buy
116,930
+4,867
+4% +$1.41M 0.24% 87
2022
Q2 		$31.1M Buy
112,063
+7,035
+7% +$2.11M 0.24% 86
2022
Q1 		$35.4M Sell
105,028
-337
-0.3% -$114K 0.25% 74
2021
Q4 		$43.7M Buy
+105,365
New +$38.4M 0.31% 59
2021
Q2 		$26.4M Hold
89,632
– – 0.21% 99
2021
Q1 		$26.4M Hold
89,632
– – 0.21% 99
2020
Q4 		$26.4M Hold
89,632
– – 0.21% 99
2020
Q3 		$26.4M Hold
89,632
– – 0.21% 99
2020
Q2 		$26.4M Hold
89,632
– – 0.21% 99
2020
Q1 		$26.4M Hold
89,632
– – 0.21% 99
2019
Q4 		$26.4M Hold
89,632
– – 0.21% 99
2019
Q3 		$26.4M Hold
89,632
– – 0.21% 99
2019
Q2 		$26.4M Hold
89,632
– – 0.21% 99
2019
Q1 		$26.4M Buy
89,632
+74,277
+484% +$11.7M 0.21% 99
2018
Q4 		$2.17M Buy
15,355
+14,393
+1,496% +$2.28M 0.05% 277
2018
Q3 		$164K Buy
962
+84
+10% +$14K ﹤0.01% 545
2018
Q2 		$144K Buy
878
+5
+0.6% +$778 ﹤0.01% 471
2018
Q1 		$134K Buy
873
+17
+2% +$2.69K 0.01% 412
2017
Q4 		$131K Buy
856
+56
+7% +$8.12K 0.01% 394
2017
Q3 		$108K Buy
800
+70
+10% +$9.12K 0.01% 406
2017
Q2 		$90K Buy
730
+10
+1% +$1.22K ﹤0.01% 394
2017
Q1 		$86K Sell
720
-218
-23% -$26K ﹤0.01% 378
2016
Q4 		$110K Buy
938
+798
+570% +$94.7K 0.01% 338
2016
Q3 		$17K Buy
140
+119
+567% +$13.6K ﹤0.01% 567
2016
Q2 		$2K Sell
21
-87,899
-100% -$10.2M ﹤0.01% 701
2016
Q1 		$10.1M Buy
87,920
+8,676
+11% +$891K 0.89% 38
2015
Q4 		$8.28M Buy
79,244
+9,129
+13% +$963K 0.81% 48
2015
Q3 		$6.89M Buy
70,115
+11,293
+19% +$1.12M 0.69% 57
2015
Q2 		$5.69M Buy
+58,822
New +$5.62M 0.55% 79

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ACN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Accenture (ACN) stake by 21% in Q1 2026, selling an estimated $9.12M and leaving 150,912 shares worth $29.9M. The position accounts for 0.08% of the portfolio, ranked #237.

Carson Wealth (CWM LLC) first reported a position in ACN in Q2 2015 and has held it in 43 quarters since. The position peaked at $51M in Q4 2025. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 150,912 shares of Accenture worth $29.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 39,143 Accenture shares in Q1 2026, an estimated $9.12M.
  • Accenture made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #237 holding.
  • Carson Wealth (CWM LLC) first reported a position in Accenture in Q2 2015 and has held it in 43 quarters since.
  • Carson Wealth (CWM LLC)'s Accenture position peaked at $51M in Q4 2025.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.