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Smith Salley Wealth Management’s Accenture ACN Stock Holding History

Smith Salley 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
Q1 		$11.2M Buy
56,346
+1,660
+3% +$387K 0.56% 51
2025
Q4 		$14.7M Sell
54,686
-2,856
-5% -$726K 0.73% 42
2025
Q3 		$14.2M Buy
57,542
+1,417
+3% +$369K 0.73% 41
2025
Q2 		$16.8M Buy
56,125
+1,789
+3% +$545K 0.97% 34
2025
Q1 		$17M Buy
54,336
+774
+1% +$273K 1.11% 30
2024
Q4 		$18.8M Buy
53,562
+1,204
+2% +$433K 1.21% 26
2024
Q3 		$18.5M Buy
52,358
+5,166
+11% +$1.7M 1.21% 28
2024
Q2 		$14.3M Buy
47,192
+2,969
+7% +$910K 1.03% 33
2024
Q1 		$15.3M Sell
44,223
-12,739
-22% -$4.64M 1.19% 31
2023
Q4 		$20M Buy
56,962
+1,805
+3% +$582K 1.29% 28
2023
Q3 		$16.9M Buy
55,157
+1,908
+4% +$601K 1.26% 27
2023
Q2 		$16.4M Sell
53,249
-274
-0.5% -$79.6K 1.21% 30
2023
Q1 		$15.3M Buy
53,523
+554
+1% +$151K 1.22% 30
2022
Q4 		$14.1M Buy
52,969
+210
+0.4% +$58.1K 1.21% 29
2022
Q3 		$13.6M Buy
52,759
+704
+1% +$203K 1.26% 30
2022
Q2 		$14.5M Buy
52,055
+2,046
+4% +$615K 1.25% 30
2022
Q1 		$16.9M Buy
50,009
+683
+1% +$230K 1.27% 29
2021
Q4 		$20.4M Buy
49,326
+109
+0.2% +$39.7K 1.45% 20
2021
Q3 		$15.7M Buy
49,217
+667
+1% +$217K 1.24% 28
2021
Q2 		$14.3M Sell
48,550
-12,808
-21% -$3.67M 1.16% 34
2021
Q1 		$16.9M Buy
61,358
+4,064
+7% +$1.05M 1.52% 21
2020
Q4 		$15M Buy
57,294
+2,550
+5% +$611K 1.52% 21
2020
Q3 		$12.4M Buy
54,744
+826
+2% +$189K 1.5% 21
2020
Q2 		$11.6M Buy
53,918
+16,017
+42% +$3.03M 1.55% 19
2020
Q1 		$6.19M Buy
+37,901
New +$7.3M 1.03% 37

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

Smith Salley Wealth Management's ACN Position: Q1 2026 in Review

Smith Salley Wealth Management increased its Accenture (ACN) stake by 3% in Q1 2026, buying an estimated $387K and bringing the position to 56,346 shares worth $11.2M. The position accounts for 0.56% of the portfolio, ranked #51.

Smith Salley Wealth Management first reported a position in ACN in Q1 2020 and has held it in 25 quarters since. The position peaked at $20.4M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Smith Salley Wealth Management held 56,346 shares of Accenture worth $11.2M as of Q1 2026.
  • Smith Salley Wealth Management bought 1,660 Accenture shares in Q1 2026, an estimated $387K.
  • Accenture made up 0.56% of Smith Salley Wealth Management's portfolio in Q1 2026, its #51 holding.
  • Smith Salley Wealth Management first reported a position in Accenture in Q1 2020 and has held it in 25 quarters since.
  • Smith Salley Wealth Management's Accenture position peaked at $20.4M in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.