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Baldwin Wealth Partners’s SAP SAP Stock Holding History

Baldwin Wealth Partners’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
-1,220
Closed -$296K – 247
2025
Q4 		$296K Sell
1,220
-2
-0.2% -$510 0.02% 202
2025
Q3 		$327K Hold
1,222
– – 0.02% 185
2025
Q2 		$372K Buy
+1,222
New +$350K 0.03% 166
2025
Q1 		– Sell
-1,070
Closed -$263K – 244
2024
Q4 		$263K Buy
+1,070
New +$255K 0.02% 200
2023
Q4 		– Sell
-1,853
Closed -$240K – 770
2023
Q3 		$240K Hold
1,853
– – 0.02% 206
2023
Q2 		$254K Sell
1,853
-105
-5% -$13.9K 0.02% 219
2023
Q1 		$248K Buy
1,958
+74
+4% +$8.68K 0.02% 220
2022
Q4 		$194K Buy
1,884
+76
+4% +$7.61K 0.02% 233
2022
Q3 		$147K Hold
1,808
– – 0.02% 202
2022
Q2 		$164K Sell
1,808
-72
-4% -$7.19K 0.02% 204
2022
Q1 		$209K Sell
1,880
-40
-2% -$4.86K 0.02% 203
2021
Q4 		$269K Buy
1,920
+48
+3% +$6.7K 0.03% 178
2021
Q3 		$253K Buy
1,872
+141
+8% +$20.5K 0.03% 181
2021
Q2 		$243K Sell
1,731
-83
-5% -$11.6K 0.03% 179
2021
Q1 		$223K Buy
1,814
+573
+46% +$72.6K 0.03% 174
2020
Q4 		$162K Buy
1,241
+95
+8% +$12.3K 0.02% 197
2020
Q3 		$179K Buy
1,146
+15
+1% +$2.38K 0.02% 166
2020
Q2 		$158K Buy
1,131
+10
+0.9% +$1.23K 0.02% 177
2020
Q1 		$124K Buy
1,121
+105
+10% +$13.2K 0.02% 185
2019
Q4 		$136K Sell
1,016
-24
-2% -$3.15K 0.02% 206
2019
Q3 		$123K Buy
+1,040
New +$129K 0.02% 208

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldwin Wealth Partners's SAP Position: Q1 2026 in Review

Baldwin Wealth Partners sold out of SAP (SAP) in Q1 2026, closing a stake of 1,220 shares — an estimated $296K sold.

Baldwin Wealth Partners first reported a position in SAP in Q3 2019 and held it in 21 quarters. The position peaked at $372K in Q2 2025. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Baldwin Wealth Partners reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,220 SAP shares in Q1 2026, an estimated $296K.
  • Baldwin Wealth Partners first reported a position in SAP in Q3 2019 and held it in 21 quarters.
  • Baldwin Wealth Partners's SAP position peaked at $372K in Q2 2025.
  • 841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Baldwin Wealth Partners's 13F filing for Q1 2026, filed 14 Apr 2026.