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Iams Wealth Management’s Accenture ACN Stock Holding History

Iams 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
Q1 		– Sell
-7,214
Closed -$1.94M – 187
2025
Q4 		$1.94M Sell
7,214
-1,178
-14% -$299K 0.7% 48
2025
Q3 		$2.07M Buy
8,392
+2,468
+42% +$644K 0.83% 38
2025
Q2 		$1.77M Sell
5,924
-584
-9% -$178K 0.81% 40
2025
Q1 		$2.03M Buy
6,508
+1,154
+22% +$408K 0.93% 40
2024
Q4 		$1.88M Sell
5,354
-28
-0.5% -$10.1K 0.86% 39
2024
Q3 		$1.9M Sell
5,382
-29
-0.5% -$9.54K 0.93% 34
2024
Q2 		$1.64M Buy
5,411
+1,106
+26% +$339K 0.9% 38
2024
Q1 		$1.63M Buy
4,305
+1,123
+35% +$409K 0.99% 31
2023
Q4 		$1.12M Sell
3,182
-394
-11% -$127K 0.72% 46
2023
Q3 		$1.1M Buy
+3,576
New +$1.13M 0.76% 42
2023
Q2 		– Sell
-3,103
Closed -$902K – 130
2023
Q1 		$877K Buy
3,103
+1,112
+56% +$303K 0.73% 50
2022
Q4 		$531K Buy
+1,991
New +$551K 0.54% 64

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Iams Wealth Management's ACN Position: Q1 2026 in Review

Iams Wealth Management sold out of Accenture (ACN) in Q1 2026, closing a stake of 7,214 shares — an estimated $1.94M sold.

Iams Wealth Management first reported a position in ACN in Q4 2022 and held it in 12 quarters. The position peaked at $2.07M in Q3 2025. 2,161 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Iams Wealth Management reported no remaining Accenture position as of Q1 2026 after selling out during the quarter.
  • Iams Wealth Management sold 7,214 Accenture shares in Q1 2026, an estimated $1.94M.
  • Iams Wealth Management first reported a position in Accenture in Q4 2022 and held it in 12 quarters.
  • Iams Wealth Management's Accenture position peaked at $2.07M in Q3 2025.
  • 2,161 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Iams Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.