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Becker Capital Management’s SAP SAP Stock Holding History

Becker Capital 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
Q2 		$26.9M Buy
174,594
+1,240
+0.7% +$211K 0.72% 47
2026
Q1 		$29.7M Buy
173,354
+1,309
+0.8% +$270K 0.87% 36
2025
Q4 		$41.8M Buy
172,045
+4,508
+3% +$1.15M 1.2% 24
2025
Q3 		$44.8M Sell
167,537
-2,201
-1% -$619K 1.31% 23
2025
Q2 		$51.6M Sell
169,738
-1,965
-1% -$563K 1.61% 17
2025
Q1 		$46.1M Sell
171,703
-6,217
-3% -$1.69M 1.52% 17
2024
Q4 		$43.8M Sell
177,920
-5,776
-3% -$1.37M 1.43% 19
2024
Q3 		$42.1M Sell
183,696
-6,707
-4% -$1.43M 1.37% 19
2024
Q2 		$38.4M Sell
190,403
-12,674
-6% -$2.39M 1.32% 21
2024
Q1 		$39.6M Sell
203,077
-4,250
-2% -$755K 1.36% 23
2023
Q4 		$32.1M Sell
207,327
-11,404
-5% -$1.65M 1.16% 28
2023
Q3 		$28.3M Sell
218,731
-2,110
-1% -$287K 1.12% 31
2023
Q2 		$30.2M Sell
220,841
-7,466
-3% -$987K 1.14% 28
2023
Q1 		$28.9M Sell
228,307
-347
-0.2% -$40.7K 1.14% 29
2022
Q4 		$23.6M Buy
228,654
+37,668
+20% +$3.77M 1.1% 36
2022
Q3 		$15.5M Sell
190,986
-6,592
-3% -$582K 0.81% 50
2022
Q2 		$17.9M Buy
197,578
+1,876
+1% +$187K 0.86% 49
2022
Q1 		$21.7M Buy
195,702
+14,087
+8% +$1.71M 0.88% 47
2021
Q4 		$25.4M Buy
181,615
+762
+0.4% +$106K 1.01% 41
2021
Q3 		$24.4M Buy
180,853
+8,882
+5% +$1.29M 1.03% 40
2021
Q2 		$24.2M Buy
171,971
+818
+0.5% +$114K 1.03% 42
2021
Q1 		$21M Buy
171,153
+15,042
+10% +$1.91M 0.95% 46
2020
Q4 		$20.4M Buy
+156,111
New +$20.1M 1.01% 41

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Becker Capital Management's SAP Position: Q2 2026 in Review

Becker Capital Management increased its SAP (SAP) stake by 0.72% in Q2 2026, buying an estimated $211K and bringing the position to 174,594 shares worth $26.9M. The position accounts for 0.72% of the portfolio, ranked #47.

Becker Capital Management first reported a position in SAP in Q4 2020 and has held it in 23 quarters since. The position peaked at $51.6M in Q2 2025. 813 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Becker Capital Management held 174,594 shares of SAP worth $26.9M as of Q2 2026.
  • Becker Capital Management bought 1,240 SAP shares in Q2 2026, an estimated $211K.
  • SAP made up 0.72% of Becker Capital Management's portfolio in Q2 2026, its #47 holding.
  • Becker Capital Management first reported a position in SAP in Q4 2020 and has held it in 23 quarters since.
  • Becker Capital Management's SAP position peaked at $51.6M in Q2 2025.
  • 813 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.