CWM, LLC

SEC CIK: 0001535847
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

ACN holding history

Accenture plc in every 13F filed by CWM, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ACN overview All 13F holders of ACN Full Q1 2026 holdings

Shares (Q1 2026): 150,912
Value: $29.9M
% of portfolio: 0.1%
Quarters held: 20; Since Q1 2021

Holdings of ACN by CWM, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	150,912	$29.9M	0.1%	−39,143−20.6%	Reduced	Holders
Q4 2025	190,055	$51.0M	0.1%	+74,394+64.3%	Added	Holders
Q3 2025	115,661	$28.5M	0.1%	+26,881+30.3%	Added	Holders
Q2 2025	88,780	$26.5M	0.1%	+2,272+2.6%	Added	Holders
Q1 2025	86,508	$27.0M	0.1%	−2,134−2.4%	Reduced	Holders
Q4 2024	88,642	$31.2M	0.1%	−2,713−3.0%	Reduced	Holders
Q3 2024	91,355	$32.3M	0.1%	−2,363−2.5%	Reduced	Holders
Q2 2024	93,718	$28.4M	0.1%	−3,683−3.8%	Reduced	Holders
Q1 2024	97,401	$33.8M	0.2%	−2,808−2.8%	Reduced	Holders
Q4 2023	100,209	$35.2M	0.2%	−8,730−8.0%	Reduced	Holders
Q3 2023	108,939	$33.5M	0.2%	−8,825−7.5%	Reduced	Holders
Q2 2023	117,764	$36.3M	0.2%	−7,480−6.0%	Reduced	Holders
Q1 2023	125,244	$35.8M	0.2%	+875+0.7%	Added	Holders
Q4 2022	124,369	$33.2M	0.2%	+7,439+6.4%	Added	Holders
Q3 2022	116,930	$30.1M	0.2%	+4,867+4.3%	Added	Holders
Q2 2022	112,063	$31.1M	0.2%	+7,035+6.7%	Added	Holders
Q1 2022	105,028	$35.4M	0.3%	−337−0.3%	Reduced	Holders
Q4 2021	105,365	$43.7M	0.3%	–	No prior filing	Holders
Q3 2021	–	–	–	–	Not filed	Holders
Q2 2021	89,632	$26.4M	0.2%	00.0%	Unchanged	Holders
Q1 2021	89,632	$26.4M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.