Axxcess Wealth Management’s SAP SAP Stock Holding History

Axxcess Wealth Management’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	–	Sell	-1,282	Closed	-$312K	–	878
2025 Q4	$312K	Buy	1,282 +30	+2%	+$7.64K	0.01%	836
2025 Q3	$335K	Sell	1,252 -648	-34%	-$182K	0.01%	726
2025 Q2	$578K	Sell	1,900 -1,673	-47%	-$479K	0.01%	554
2025 Q1	$959K	Sell	3,573 -3,342	-48%	-$910K	0.03%	405
2024 Q4	$1.7M	Sell	6,915 -480	-6%	-$114K	0.04%	311
2024 Q3	$1.69M	Sell	7,395 -345	-4%	-$73.3K	0.04%	297
2024 Q2	$1.56M	Buy	7,740 +3,814	+97%	+$720K	0.04%	298
2024 Q1	$766K	Sell	3,926 -355	-8%	-$63.1K	0.02%	435
2023 Q4	$662K	Sell	4,281 -305	-7%	-$44.1K	0.02%	445
2023 Q3	$593K	Buy	4,586 +79	+2%	+$10.8K	0.02%	430
2023 Q2	$617K	Sell	4,507 -414	-8%	-$54.7K	0.04%	300
2023 Q1	$623K	Buy	4,921 +1,162	+31%	+$136K	0.05%	333
2022 Q4	$388K	Buy	3,759 +939	+33%	+$94K	0.03%	399
2022 Q3	$229K	Buy	2,820 +106	+4%	+$9.36K	0.02%	468
2022 Q2	$246K	Buy	+2,714	New	+$271K	0.02%	445

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Axxcess Wealth Management's SAP Position: Q1 2026 in Review

Axxcess Wealth Management sold out of SAP (SAP) in Q1 2026, closing a stake of 1,282 shares — an estimated $312K sold.

Axxcess Wealth Management first reported a position in SAP in Q2 2022 and held it in 15 quarters. The position peaked at $1.7M in Q4 2024. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Axxcess Wealth Management reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 1,282 SAP shares in Q1 2026, an estimated $312K.
Axxcess Wealth Management first reported a position in SAP in Q2 2022 and held it in 15 quarters.
Axxcess Wealth Management's SAP position peaked at $1.7M in Q4 2024.
841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.