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Lummis Asset Management’s Accenture ACN Stock Holding History

Lummis Asset 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 		$17.3K Hold
87
– – 0.01% 112
2025
Q4 		$23.3K Hold
87
– – 0.01% 103
2025
Q3 		$21.5K Hold
87
– – 0.01% 104
2025
Q2 		$26K Hold
87
– – 0.02% 92
2025
Q1 		$27.1K Hold
87
– – 0.02% 94
2024
Q4 		$30.6K Hold
87
– – 0.04% 66
2024
Q3 		$30.8K Hold
87
– – 0.04% 71
2024
Q2 		$26.4K Hold
87
– – 0.03% 68
2024
Q1 		$30.2K Hold
87
– – 0.04% 67
2023
Q4 		$30.5K Buy
+87
New +$28K 0.02% 94

Other funds holding ACN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lummis Asset Management's ACN Position: Q1 2026 in Review

Lummis Asset Management held its Accenture (ACN) position steady in Q1 2026 at 87 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #112.

Lummis Asset Management first reported a position in ACN in Q4 2023 and has held it in 10 quarters since. The position peaked at $30.8K in Q3 2024. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Lummis Asset Management held 87 shares of Accenture worth $17.3K as of Q1 2026.
  • Lummis Asset Management left its Accenture share count unchanged in Q1 2026.
  • Accenture made up 0.01% of Lummis Asset Management's portfolio in Q1 2026, its #112 holding.
  • Lummis Asset Management first reported a position in Accenture in Q4 2023 and has held it in 10 quarters since.
  • Lummis Asset Management's Accenture position peaked at $30.8K in Q3 2024.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.