WKWM
ACN icon

Walter & Keenan Wealth Management’s Accenture ACN Stock Holding History

Walter & Keenan 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 		$887K Sell
4,475
-283
-6% -$65.9K 0.25% 75
2025
Q4 		$1.28M Sell
4,758
-3,425
-42% -$870K 0.34% 61
2025
Q3 		$2.02M Buy
8,183
+20
+0.2% +$5.21K 0.56% 48
2025
Q2 		$2.44M Buy
8,163
+174
+2% +$53K 0.71% 41
2025
Q1 		$2.49M Buy
7,989
+192
+2% +$67.8K 0.75% 37
2024
Q4 		$2.74M Buy
7,797
+8
+0.1% +$2.88K 0.83% 33
2024
Q3 		$2.75M Buy
7,789
+6
+0.1% +$1.97K 0.84% 38
2024
Q2 		$2.36M Hold
7,783
– – 0.75% 41
2024
Q1 		$2.7M Sell
7,783
-500
-6% -$182K 0.88% 38
2023
Q4 		$2.91M Buy
8,283
+2
+0% +$645 1.04% 29
2023
Q3 		$2.54M Buy
8,281
+3
+0% +$945 0.99% 33
2023
Q2 		$2.55M Sell
8,278
-600
-7% -$174K 0.94% 36
2023
Q1 		$2.54M Hold
8,878
– – 0.96% 35
2022
Q4 		$2.37M Hold
8,878
– – 0.93% 36
2022
Q3 		$2.28M Buy
8,878
+11
+0.1% +$3.18K 0.97% 36
2022
Q2 		$2.46M Sell
8,867
-850
-9% -$255K 0.97% 33
2022
Q1 		$3.28M Hold
9,717
– – 1.11% 26
2021
Q4 		$4.03M Sell
9,717
-300
-3% -$109K 1.31% 25
2021
Q3 		$3.21M Sell
10,017
-69
-0.7% -$22.4K 1.09% 28
2021
Q2 		$2.97M Sell
10,086
-500
-5% -$143K 1.03% 30
2021
Q1 		$2.92M Hold
10,586
– – 1.04% 28
2020
Q4 		$2.77M Buy
10,586
+109
+1% +$26.1K 1% 30
2020
Q3 		$2.37M Buy
10,477
+50
+0.5% +$11.5K 0.94% 33
2020
Q2 		$2.24M Buy
+10,427
New +$1.97M 0.91% 36
2020
Q1 		– Sell
-9,027
Closed -$1.9M – 110
2019
Q4 		$1.9M Hold
9,027
– – 0.73% 44
2019
Q3 		$1.74M Hold
9,027
– – 0.66% 45
2019
Q2 		$1.67M Hold
9,027
– – 0.73% 39
2019
Q1 		$1.59M Buy
+9,027
New +$1.42M 0.7% 40

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

Walter & Keenan Wealth Management's ACN Position: Q1 2026 in Review

Walter & Keenan Wealth Management reduced its Accenture (ACN) stake by 5.9% in Q1 2026, selling an estimated $65.9K and leaving 4,475 shares worth $887K. The position accounts for 0.25% of the portfolio, ranked #75.

Walter & Keenan Wealth Management first reported a position in ACN in Q1 2019 and has held it in 28 quarters since. The position peaked at $4.03M in Q4 2021. 2,149 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Walter & Keenan Wealth Management held 4,475 shares of Accenture worth $887K as of Q1 2026.
  • Walter & Keenan Wealth Management sold 283 Accenture shares in Q1 2026, an estimated $65.9K.
  • Accenture made up 0.25% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #75 holding.
  • Walter & Keenan Wealth Management first reported a position in Accenture in Q1 2019 and has held it in 28 quarters since.
  • Walter & Keenan Wealth Management's Accenture position peaked at $4.03M in Q4 2021.
  • 2,149 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.