LMFP
ACN icon

Larry Mathis Financial Planning’s Accenture ACN Stock Holding History

Larry Mathis Financial Planning’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 		$287K Buy
+2,307
New +$401K 0.22% 110

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 $3.38T AUM 44.17% 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

Larry Mathis Financial Planning's ACN Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Accenture (ACN) in Q2 2026: 2,307 shares worth $287K. The stake represents 0.22% of the portfolio and ranks #110 among its holdings.

1,911 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Larry Mathis Financial Planning held 2,307 shares of Accenture worth $287K as of Q2 2026.
  • Accenture was a new Larry Mathis Financial Planning position in Q2 2026.
  • Accenture made up 0.22% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #110 holding.
  • 1,911 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.