BTWM
SAP icon

Baker Tilly Wealth Management’s SAP SAP Stock Holding History

Baker Tilly 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
Q3 		$275K Buy
+1,317
New +$256K 0.05% 241
2026
Q1 		– Sell
-1,341
Closed -$326K – 306
2025
Q4 		$326K Sell
1,341
-60
-4% -$15.3K 0.08% 210
2025
Q3 		$374K Buy
1,401
+24
+2% +$6.75K 0.08% 185
2025
Q2 		$419K Buy
1,377
+66
+5% +$18.9K 0.15% 143
2025
Q1 		$352K Sell
1,311
-2,383
-65% -$649K 0.14% 162
2024
Q4 		$910K Sell
3,694
-489
-12% -$116K 0.36% 62
2024
Q3 		$958K Buy
4,183
+71
+2% +$15.1K 0.42% 59
2024
Q2 		$829K Sell
4,112
-2,590
-39% -$489K 0.34% 69
2024
Q1 		$1.31M Sell
6,702
-64
-0.9% -$11.4K 0.24% 96
2023
Q4 		$1.05M Sell
6,766
-1,155
-15% -$167K 0.17% 133
2023
Q3 		$1.02M Sell
7,921
-10,912
-58% -$1.49M 0.17% 127
2023
Q2 		$2.58M Buy
18,833
+125
+0.7% +$16.5K 0.27% 83
2023
Q1 		$2.37M Buy
18,708
+3,738
+25% +$438K 0.27% 81
2022
Q4 		$1.54M Buy
14,970
+5,418
+57% +$542K 0.19% 124
2022
Q3 		$776K Sell
9,552
-186
-2% -$16.4K 0.11% 208
2022
Q2 		$883K Buy
+9,738
New +$973K 0.12% 194

Other funds holding SAP

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Baker Tilly Wealth Management's SAP Position: Q3 2026 in Review

Baker Tilly Wealth Management opened a new position in SAP (SAP) in Q3 2026: 1,317 shares worth $275K. The stake represents 0.05% of the portfolio and ranks #241 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in SAP as recently as Q4 2025.

Baker Tilly Wealth Management first reported a position in SAP in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.58M in Q2 2023. 37 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Baker Tilly Wealth Management held 1,317 shares of SAP worth $275K as of Q3 2026.
  • SAP was a new Baker Tilly Wealth Management position in Q3 2026.
  • SAP made up 0.05% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #241 holding.
  • Baker Tilly Wealth Management first reported a position in SAP in Q2 2022 and has held it in 16 quarters since.
  • Baker Tilly Wealth Management's SAP position peaked at $2.58M in Q2 2023.
  • 37 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.