BKM Wealth Management’s SAP SAP Stock Holding History

BKM 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 Q2	$640K	Buy	4,154 +176	+4%	+$30K	0.23%	93
2026 Q1	$681K	Buy	3,978 +1,031	+35%	+$213K	0.25%	88
2025 Q4	$716K	Buy	2,947 +547	+23%	+$139K	0.26%	87
2025 Q3	$641K	Buy	2,400 +64	+3%	+$18K	0.24%	90
2025 Q2	$710K	Sell	2,336 -187	-7%	-$53.6K	0.28%	88
2025 Q1	$677K	Sell	2,523 -338	-12%	-$92.1K	0.28%	87
2024 Q4	$704K	Sell	2,861 -189	-6%	-$45K	0.29%	84
2024 Q3	$699K	Buy	3,050 +202	+7%	+$42.9K	0.28%	88
2024 Q2	$574K	Buy	2,848 +235	+9%	+$44.4K	0.28%	97
2024 Q1	$510K	Buy	2,613 +538	+26%	+$95.6K	0.22%	106
2023 Q4	$321K	Buy	+2,075	New	+$300K	0.14%	126

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BKM Wealth Management's SAP Position: Q2 2026 in Review

BKM Wealth Management increased its SAP (SAP) stake by 4.4% in Q2 2026, buying an estimated $30K and bringing the position to 4,154 shares worth $640K. The position accounts for 0.23% of the portfolio, ranked #93.

BKM Wealth Management first reported a position in SAP in Q4 2023 and has held it in 11 quarters since. The position peaked at $716K in Q4 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

BKM Wealth Management held 4,154 shares of SAP worth $640K as of Q2 2026.
BKM Wealth Management bought 176 SAP shares in Q2 2026, an estimated $30K.
SAP made up 0.23% of BKM Wealth Management's portfolio in Q2 2026, its #93 holding.
BKM Wealth Management first reported a position in SAP in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's SAP position peaked at $716K in Q4 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.