LWM
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Lodestone Wealth Management’s Accenture ACN Stock Holding History

Lodestone 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
Q2 		$48.1K Sell
387
-105
-21% -$18.2K 0.02% 316
2026
Q1 		$97.6K Sell
492
-523
-52% -$122K 0.04% 223
2025
Q4 		$272K Sell
1,015
-103
-9% -$26.2K 0.11% 148
2025
Q3 		$276K Sell
1,118
-25
-2% -$6.52K 0.12% 148
2025
Q2 		$342K Sell
1,143
-11
-1% -$3.35K 0.17% 122
2025
Q1 		$360K Buy
1,154
+2
+0.2% +$706 0.19% 107
2024
Q4 		$405K Sell
1,152
-56
-5% -$20.2K 0.2% 105
2024
Q3 		$427K Sell
1,208
-44
-4% -$14.5K 0.21% 99
2024
Q2 		$380K Buy
1,252
+11
+0.9% +$3.37K 0.2% 109
2024
Q1 		$430K Buy
1,241
+33
+3% +$12K 0.23% 104
2023
Q4 		$424K Buy
1,208
+109
+10% +$35.1K 0.25% 94
2023
Q3 		$337K Buy
1,099
+34
+3% +$10.7K 0.24% 97
2023
Q2 		$329K Buy
1,065
+8
+0.8% +$2.33K 0.23% 105
2023
Q1 		$302K Sell
1,057
-55
-5% -$15K 0.23% 105
2022
Q4 		$297K Buy
+1,112
New +$308K 0.24% 97

Other funds holding ACN

GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
PTC
Provident Trust Company Waukesha, Wisconsin $4.77B AUM 29.31% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Lodestone Wealth Management's ACN Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Accenture (ACN) stake by 21% in Q2 2026, selling an estimated $18.2K and leaving 387 shares worth $48.1K. The position accounts for 0.02% of the portfolio, ranked #316.

Lodestone Wealth Management first reported a position in ACN in Q4 2022 and has held it in 15 quarters since. The position peaked at $430K in Q1 2024. 754 funds tracked by Wall St. Rank hold ACN as of Q2 2026.

  • Lodestone Wealth Management held 387 shares of Accenture worth $48.1K as of Q2 2026.
  • Lodestone Wealth Management sold 105 Accenture shares in Q2 2026, an estimated $18.2K.
  • Accenture made up 0.02% of Lodestone Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Lodestone Wealth Management first reported a position in Accenture in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Accenture position peaked at $430K in Q1 2024.
  • 754 funds tracked by Wall St. Rank held Accenture as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.