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Widmann Financial Services’s Accenture ACN Stock Holding History

Widmann Financial 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 		$283K Buy
1,427
+160
+13% +$37.3K 0.17% 100
2025
Q4 		$340K Buy
1,267
+340
+37% +$86.4K 0.21% 85
2025
Q3 		$229K Buy
+927
New +$242K 0.14% 102
2022
Q1 		– Sell
-109
Closed -$45K – 90
2021
Q4 		$45K Buy
+109
New +$39.7K 0.04% 191

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

Widmann Financial Services's ACN Position: Q1 2026 in Review

Widmann Financial Services increased its Accenture (ACN) stake by 13% in Q1 2026, buying an estimated $37.3K and bringing the position to 1,427 shares worth $283K. The position accounts for 0.17% of the portfolio, ranked #100.

Widmann Financial Services first reported a position in ACN in Q4 2021 and has held it in 4 quarters since. The position peaked at $340K in Q4 2025. 2,151 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Widmann Financial Services held 1,427 shares of Accenture worth $283K as of Q1 2026.
  • Widmann Financial Services bought 160 Accenture shares in Q1 2026, an estimated $37.3K.
  • Accenture made up 0.17% of Widmann Financial Services's portfolio in Q1 2026, its #100 holding.
  • Widmann Financial Services first reported a position in Accenture in Q4 2021 and has held it in 4 quarters since.
  • Widmann Financial Services's Accenture position peaked at $340K in Q4 2025.
  • 2,151 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.