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Williams Jones Wealth Management’s Accenture ACN Stock Holding History

Williams Jones 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 		$18.6M Sell
93,662
-138,885
-60% -$32.4M 0.23% 71
2025
Q4 		$62.4M Sell
232,547
-51,468
-18% -$13.1M 0.7% 38
2025
Q3 		$70M Sell
284,015
-196,813
-41% -$51.3M 0.8% 36
2025
Q2 		$144M Sell
480,828
-91,277
-16% -$27.8M 1.72% 16
2025
Q1 		$179M Sell
572,105
-20,430
-3% -$7.22M 2.28% 10
2024
Q4 		$208M Sell
592,535
-14,471
-2% -$5.21M 2.51% 8
2024
Q3 		$215M Sell
607,006
-21,330
-3% -$7.01M 2.52% 7
2024
Q2 		$191M Sell
628,336
-43,191
-6% -$13.2M 2.37% 9
2024
Q1 		$233M Buy
671,527
+21,929
+3% +$7.99M 2.96% 5
2023
Q4 		$228M Buy
649,598
+305
+0% +$98.3K 3.19% 5
2023
Q3 		$199M Buy
649,293
+28,081
+5% +$8.85M 3.06% 5
2023
Q2 		$192M Buy
621,212
+31,069
+5% +$9.03M 2.87% 5
2023
Q1 		$169M Buy
590,143
+29,215
+5% +$7.96M 2.64% 7
2022
Q4 		$150M Sell
560,928
-15,338
-3% -$4.24M 2.51% 8
2022
Q3 		$148M Sell
576,266
-9,913
-2% -$2.86M 2.58% 6
2022
Q2 		$163M Sell
586,179
-4,447
-0.8% -$1.34M 2.63% 7
2022
Q1 		$199M Sell
590,626
-4,309
-0.7% -$1.45M 2.77% 6
2021
Q4 		$247M Buy
594,935
+499
+0.1% +$182K 3.08% 6
2021
Q3 		$190M Sell
594,436
-1,405
-0.2% -$457K 2.66% 7
2021
Q2 		$176M Buy
595,841
+16,187
+3% +$4.63M 2.46% 9
2021
Q1 		$160M Buy
579,654
+8,681
+2% +$2.24M 2.5% 8
2020
Q4 		$149M Buy
570,973
+34,553
+6% +$8.28M 2.43% 9
2020
Q3 		$121M Sell
536,420
-3,753
-0.7% -$860K 2.24% 11
2020
Q2 		$116M Buy
540,173
+32,833
+6% +$6.21M 2.38% 11
2020
Q1 		$82.8M Sell
507,340
-25,884
-5% -$4.99M 2.16% 13
2019
Q4 		$112M Buy
533,224
+7,923
+2% +$1.54M 2.15% 11
2019
Q3 		$101M Buy
+525,301
New +$102M 2.07% 11

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

Williams Jones Wealth Management's ACN Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its Accenture (ACN) stake by 60% in Q1 2026, selling an estimated $32.4M and leaving 93,662 shares worth $18.6M. The position accounts for 0.23% of the portfolio, ranked #71.

Williams Jones Wealth Management first reported a position in ACN in Q3 2019 and has held it in 27 quarters since. The position peaked at $247M in Q4 2021. 2,150 funds tracked by Wall St. Rank hold ACN as of Q1 2026.

  • Williams Jones Wealth Management held 93,662 shares of Accenture worth $18.6M as of Q1 2026.
  • Williams Jones Wealth Management sold 138,885 Accenture shares in Q1 2026, an estimated $32.4M.
  • Accenture made up 0.23% of Williams Jones Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Williams Jones Wealth Management first reported a position in Accenture in Q3 2019 and has held it in 27 quarters since.
  • Williams Jones Wealth Management's Accenture position peaked at $247M in Q4 2021.
  • 2,150 funds tracked by Wall St. Rank held Accenture as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.