Capital Wealth Planning’s SAP SAP Stock Holding History

Capital Wealth Planning’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	-26,013	Closed	-$6.16M	–	171
2025 Q4	$6.16M	Sell	26,013 -13,457	-34%	-$3.43M	0.04%	85
2025 Q3	$10.5M	Sell	39,470 -2,435	-6%	-$685K	0.07%	49
2025 Q2	$12.7M	Buy	41,905 +13,664	+48%	+$3.92M	0.1%	29
2025 Q1	$7.58M	Buy	28,241 +7,062	+33%	+$1.92M	0.07%	32
2024 Q4	$5.21M	Sell	21,179 -4,820	-19%	-$1.15M	0.05%	40
2024 Q3	$5.96M	Buy	25,999 +7,116	+38%	+$1.51M	0.06%	34
2024 Q2	$3.81M	Buy	+18,883	New	+$3.57M	0.04%	44

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Wealth Planning's SAP Position: Q1 2026 in Review

Capital Wealth Planning sold out of SAP (SAP) in Q1 2026, closing a stake of 26,013 shares — an estimated $6.16M sold.

Capital Wealth Planning first reported a position in SAP in Q2 2024 and held it in 7 quarters. The position peaked at $12.7M in Q2 2025. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Capital Wealth Planning reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Capital Wealth Planning sold 26,013 SAP shares in Q1 2026, an estimated $6.16M.
Capital Wealth Planning first reported a position in SAP in Q2 2024 and held it in 7 quarters.
Capital Wealth Planning's SAP position peaked at $12.7M in Q2 2025.
843 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.