Wills Financial Group, Inc. ACN ACCENTURE PLC IRELAND

Ownership history in Wills Financial Group, Inc.  ·  4 quarters on record

AI Ownership Summary

Wills Financial Group, Inc. reported ACCENTURE PLC IRELAND (ACN) in 4 quarterly 13F filings from 2024 Q1 through 2024 Q4. Peak portfolio weight reached 1.84% in 2024 Q4. The latest visible filing shows ACN at 1.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ACN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wills Financial Group, Inc.'s position in ACCENTURE PLC IRELAND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

ACN was reported at 1.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.84% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wills Financial Group, Inc. held ACN — position size vs. price
% of Fund (quarterly)    ACN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 12,100 +3,218 +36.2% 1.84% $4.3M 2025-02-14 (Est.) $380.93
2024 Q3 ADDED 8,882 +231 +2.7% 1.32% $3.1M 2024-11-14 $353.97
2024 Q2 ADDED 8,651 +6,609 +323.7% 1.21% $2.6M 2024-08-14 $311.41
2024 Q1 INITIATED 2,042 0.33% $708K 2024-05-09 $297.23

FAQ About Wills Financial Group, Inc. and ACN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wills Financial Group, Inc. reported owning ACN?

Wills Financial Group, Inc. reported ACN across 4 quarterly 13F filings, from 2024 Q1 through 2024 Q4.

What was the largest reported ACN position in Wills Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for ACN was 1.84% in 2024 Q4.

What is the latest reported ACN position on this page?

The most recent filing on this page is 2024 Q4, when Wills Financial Group, Inc. reported 12,100 shares, equal to 1.84% of portfolio, with an estimated market value of $4.3M.

What does the chart on this ACN ownership page compare?

The chart compares Wills Financial Group, Inc.'s quarterly ACN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wills Financial Group, Inc. time their ACN position?

Based on 13F filing dates vs. subsequent ACN price moves, Wills Financial Group, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on ACN relative to SPY over the holding period was +10.9%.

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