Lloyd Advisory Services’s Accenture ACN Stock Holding History

Lloyd Advisory Services’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	$7.43K	Sell	37 -93	-72%	-$21.7K	﹤0.01%	511
2025 Q4	$34.9K	Buy	+130	New	+$33K	0.01%	268
2023 Q4	–	Sell	-10,914	Closed	-$3.35M	–	137
2023 Q3	$3.35M	Buy	+10,914	New	+$3.44M	1.1%	14
2022 Q2	–	Sell	-119	Closed	-$40K	–	72
2022 Q1	$40K	Buy	119 +83	+231%	+$28K	0.02%	256
2021 Q4	$15K	Hold	36	–	–	0.01%	309
2021 Q3	$12K	Sell	36 -4	-10%	-$1.3K	0.01%	287
2021 Q2	$12K	Buy	40 +5	+14%	+$1.43K	0.01%	264
2021 Q1	$10K	Hold	35	–	–	0.01%	238
2020 Q4	$9K	Hold	35	–	–	﹤0.01%	205
2020 Q3	$8K	Buy	35 +2	+6%	+$458	﹤0.01%	193
2020 Q2	$7K	Sell	33 -168	-84%	-$31.8K	﹤0.01%	191
2020 Q1	$33K	Sell	201 -1	-0.5%	-$193	0.02%	116
2019 Q4	$43K	Buy	+202	New	+$39.4K	0.04%	131

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

Lloyd Advisory Services's ACN Position: Q1 2026 in Review

Lloyd Advisory Services reduced its Accenture (ACN) stake by 72% in Q1 2026, selling an estimated $21.7K and leaving 37 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #511.

Lloyd Advisory Services first reported a position in ACN in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.35M in Q3 2023. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

Lloyd Advisory Services held 37 shares of Accenture worth $7.43K as of Q1 2026.
Lloyd Advisory Services sold 93 Accenture shares in Q1 2026, an estimated $21.7K.
Accenture made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q1 2026, its #511 holding.
Lloyd Advisory Services first reported a position in Accenture in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's Accenture position peaked at $3.35M in Q3 2023.
2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.