American Trust Investment Advisors’s SAP SAP Stock Holding History

American Trust Investment Advisors’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 Q1	$723K	Buy	4,225 +2,605	+161%	+$538K	0.4%	46
2025 Q4	$394K	Hold	1,620	–	–	0.21%	52
2025 Q3	$433K	Hold	1,620	–	–	0.22%	53
2025 Q2	$493K	Hold	1,620	–	–	0.25%	49
2025 Q1	$435K	Sell	1,620 -20	-1%	-$5.45K	0.18%	79
2024 Q4	$404K	Hold	1,640	–	–	0.17%	84
2024 Q3	$376K	Sell	1,640 -810	-33%	-$172K	0.15%	88
2024 Q2	$494K	Hold	2,450	–	–	0.24%	53
2024 Q1	$478K	Hold	2,450	–	–	0.23%	56
2023 Q4	$379K	Buy	2,450 +200	+9%	+$28.9K	0.2%	61
2023 Q3	$291K	Hold	2,250	–	–	0.16%	69
2023 Q2	$308K	Sell	2,250 -705	-24%	-$93.2K	0.17%	67
2023 Q1	$374K	Hold	2,955	–	–	0.23%	60
2022 Q4	$305K	Buy	+2,955	New	+$296K	0.19%	62
2022 Q3	–	Sell	-2,340	Closed	-$212K	–	78
2022 Q2	$212K	Hold	2,340	–	–	0.13%	74
2022 Q1	$260K	Hold	2,340	–	–	0.13%	77
2021 Q4	$328K	Buy	2,340 +30	+1%	+$4.19K	0.16%	70
2021 Q3	$312K	Buy	+2,310	New	+$335K	0.18%	70
2015 Q1	–	Sell	-22,255	Closed	-$1.55M	–	75
2014 Q4	$1.55M	Buy	+22,255	New	+$1.53M	1.64%	30

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Trust Investment Advisors's SAP Position: Q1 2026 in Review

American Trust Investment Advisors increased its SAP (SAP) stake by 161% in Q1 2026, buying an estimated $538K and bringing the position to 4,225 shares worth $723K. The position accounts for 0.4% of the portfolio, ranked #46.

American Trust Investment Advisors first reported a position in SAP in Q4 2014 and has held it in 19 quarters since. The position peaked at $1.55M in Q4 2014. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

American Trust Investment Advisors held 4,225 shares of SAP worth $723K as of Q1 2026.
American Trust Investment Advisors bought 2,605 SAP shares in Q1 2026, an estimated $538K.
SAP made up 0.4% of American Trust Investment Advisors's portfolio in Q1 2026, its #46 holding.
American Trust Investment Advisors first reported a position in SAP in Q4 2014 and has held it in 19 quarters since.
American Trust Investment Advisors's SAP position peaked at $1.55M in Q4 2014.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on American Trust Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.