Bruce G. Allen Investments’s SAP SAP Stock Holding History

Bruce G. Allen Investments’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	$23.6K	Sell	138 -14	-9%	-$2.89K	0.02%	374
2025 Q4	$36.9K	Sell	152 -6	-4%	-$1.53K	0.03%	313
2025 Q3	$42.2K	Sell	158 -53	-25%	-$14.9K	0.03%	291
2025 Q2	$64.2K	Sell	211 -173	-45%	-$49.6K	0.05%	221
2025 Q1	$103K	Sell	384 -53	-12%	-$14.4K	0.08%	136
2024 Q4	$108K	Buy	437 +146	+50%	+$34.7K	0.09%	134
2024 Q3	$66.7K	Sell	291 -73	-20%	-$15.5K	0.05%	209
2024 Q2	$73.4K	Sell	364 -80	-18%	-$15.1K	0.06%	187
2024 Q1	$86.6K	Sell	444 -67	-13%	-$11.9K	0.07%	170
2023 Q4	$79K	Buy	+511	New	+$73.9K	0.07%	177

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Bruce G. Allen Investments's SAP Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its SAP (SAP) stake by 9.2% in Q1 2026, selling an estimated $2.89K and leaving 138 shares worth $23.6K. The position accounts for 0.02% of the portfolio, ranked #374.

Bruce G. Allen Investments first reported a position in SAP in Q4 2023 and has held it in 10 quarters since. The position peaked at $108K in Q4 2024. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Bruce G. Allen Investments held 138 shares of SAP worth $23.6K as of Q1 2026.
Bruce G. Allen Investments sold 14 SAP shares in Q1 2026, an estimated $2.89K.
SAP made up 0.02% of Bruce G. Allen Investments's portfolio in Q1 2026, its #374 holding.
Bruce G. Allen Investments first reported a position in SAP in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's SAP position peaked at $108K in Q4 2024.
840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.