Albion Financial Group’s SAP SAP Stock Holding History

Albion Financial Group’s Portfolio SAP Stock Details SAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.5K	Sell	81 -7	-8%	-$1.19K	﹤0.01%	407
2026 Q1	$15.1K	Sell	88 -39	-31%	-$8.05K	﹤0.01%	370
2025 Q4	$30.9K	Hold	127	–	–	﹤0.01%	302
2025 Q3	$33.9K	Buy	127 +46	+57%	+$12.9K	﹤0.01%	287
2025 Q2	$24.6K	Hold	81	–	–	﹤0.01%	293
2025 Q1	$21.7K	Sell	81 -48	-37%	-$13.1K	﹤0.01%	313
2024 Q4	$31.8K	Buy	129 +71	+122%	+$16.9K	﹤0.01%	291
2024 Q3	$13.3K	Hold	58	–	–	﹤0.01%	317
2024 Q2	$11.7K	Hold	58	–	–	﹤0.01%	322
2024 Q1	$11.3K	Buy	58 +10	+21%	+$1.78K	﹤0.01%	311
2023 Q4	$7.42K	Buy	+48	New	+$6.94K	﹤0.01%	328
2022 Q3	–	Sell	-8	Closed	-$1K	–	550
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	505
2022 Q1	$1K	Sell	8 -8	-50%	-$973	﹤0.01%	571
2021 Q4	$2K	Buy	16 +10	+167%	+$1.4K	﹤0.01%	543
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	505
2021 Q2	$1K	Buy	+6	New	+$836	﹤0.01%	501
2020 Q4	$1K	Buy	+6	New	+$774	﹤0.01%	471

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Albion Financial Group's SAP Position: Q2 2026 in Review

Albion Financial Group reduced its SAP (SAP) stake by 8% in Q2 2026, selling an estimated $1.19K and leaving 81 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Albion Financial Group first reported a position in SAP in Q4 2020 and has held it in 17 quarters since. The position peaked at $33.9K in Q3 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Albion Financial Group held 81 shares of SAP worth $12.5K as of Q2 2026.
Albion Financial Group sold 7 SAP shares in Q2 2026, an estimated $1.19K.
SAP made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #407 holding.
Albion Financial Group first reported a position in SAP in Q4 2020 and has held it in 17 quarters since.
Albion Financial Group's SAP position peaked at $33.9K in Q3 2025.
814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.