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
2023 Q3	–	Sell	-6,700	Closed	-$2.07M	–	115
2023 Q2	$2.07M	Buy	+6,700	New	+$1.95M	0.75%	46

Other funds holding ACN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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. 2,150 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.
2,150 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.