Carson Wealth (CWM LLC)’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $744K | Buy |
4,347
+218
| +5% | +$45K | ﹤0.01% | 1733 |
|
|
2025
Q4 | $1M | Buy |
4,129
+180
| +5% | +$45.9K | ﹤0.01% | 1495 |
|
|
2025
Q3 | $1.05M | Buy |
3,949
+397
| +11% | +$112K | ﹤0.01% | 1373 |
|
|
2025
Q2 | $1.08M | Buy |
3,552
+457
| +15% | +$131K | ﹤0.01% | 1210 |
|
|
2025
Q1 | $831K | Sell |
3,095
-40
| -1% | -$10.9K | ﹤0.01% | 1236 |
|
|
2024
Q4 | $772K | Buy |
3,135
+117
| +4% | +$27.8K | ﹤0.01% | 1210 |
|
|
2024
Q3 | $691K | Buy |
3,018
+151
| +5% | +$32.1K | ﹤0.01% | 1190 |
|
|
2024
Q2 | $578K | Buy |
2,867
+240
| +9% | +$45.3K | ﹤0.01% | 1132 |
|
|
2024
Q1 | $512K | Buy |
2,627
+519
| +25% | +$92.2K | ﹤0.01% | 1130 |
|
|
2023
Q4 | $326K | Buy |
2,108
+253
| +14% | +$36.6K | ﹤0.01% | 1221 |
|
|
2023
Q3 | $240K | Buy |
1,855
+186
| +11% | +$25.3K | ﹤0.01% | 1237 |
|
|
2023
Q2 | $228K | Buy |
1,669
+302
| +22% | +$39.9K | ﹤0.01% | 1204 |
|
|
2023
Q1 | $173K | Sell |
1,367
-68
| -5% | -$7.98K | ﹤0.01% | 1258 |
|
|
2022
Q4 | $148K | Buy |
1,435
+175
| +14% | +$17.5K | ﹤0.01% | 1211 |
|
|
2022
Q3 | $102K | Buy |
1,260
+8
| +0.6% | +$707 | ﹤0.01% | 1319 |
|
|
2022
Q2 | $114K | Sell |
1,252
-9
| -0.7% | -$899 | ﹤0.01% | 1266 |
|
|
2022
Q1 | $140K | Buy |
1,261
+205
| +19% | +$24.9K | ﹤0.01% | 1192 |
|
|
2021
Q4 | $148K | Buy |
+1,056
| New | +$147K | ﹤0.01% | 1151 |
|
|
2021
Q2 | $108K | Hold |
768
| – | – | ﹤0.01% | 1109 |
|
|
2021
Q1 | $108K | Hold |
768
| – | – | ﹤0.01% | 1109 |
|
|
2020
Q4 | $108K | Hold |
768
| – | – | ﹤0.01% | 1109 |
|
|
2020
Q3 | $108K | Hold |
768
| – | – | ﹤0.01% | 1109 |
|
|
2020
Q2 | $108K | Hold |
768
| – | – | ﹤0.01% | 1109 |
|
|
2020
Q1 | $108K | Hold |
768
| – | – | ﹤0.01% | 1109 |
|
|
2019
Q4 | $108K | Hold |
768
| – | – | ﹤0.01% | 1109 |
|
|
2019
Q3 | $108K | Hold |
768
| – | – | ﹤0.01% | 1109 |
|
|
2019
Q2 | $108K | Hold |
768
| – | – | ﹤0.01% | 1109 |
|
|
2019
Q1 | $108K | Buy |
768
+362
| +89% | +$38.5K | ﹤0.01% | 1109 |
|
|
2018
Q4 | $40K | Buy |
406
+294
| +263% | +$31.3K | ﹤0.01% | 930 |
|
|
2018
Q3 | $14K | Sell |
112
-5
| -4% | -$593 | ﹤0.01% | 1059 |
|
|
2018
Q2 | $14K | Buy |
117
+26
| +29% | +$2.94K | ﹤0.01% | 917 |
|
|
2018
Q1 | $10K | Buy |
91
+45
| +98% | +$4.86K | ﹤0.01% | 856 |
|
|
2017
Q4 | $5K | Buy |
46
+1
| +2% | +$113 | ﹤0.01% | 1101 |
|
|
2017
Q3 | $5K | Sell |
45
-2
| -4% | -$212 | ﹤0.01% | 1094 |
|
|
2017
Q2 | $5K | Sell |
47
-1
| -2% | -$103 | ﹤0.01% | 890 |
|
|
2017
Q1 | $5K | Buy |
+48
| New | +$4.46K | ﹤0.01% | 874 |
|
|
2014
Q1 | – | Sell |
-233
| Closed | -$20K | – | 422 |
|
|
2013
Q4 | $20K | Buy |
233
+11
| +5% | +$875 | ﹤0.01% | 370 |
|
|
2013
Q3 | $16K | Buy |
+222
| New | +$16.4K | ﹤0.01% | 288 |
|
Other funds holding SAP
WPL
Carson Wealth (CWM LLC)'s SAP Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its SAP (SAP) stake by 5.3% in Q1 2026, buying an estimated $45K and bringing the position to 4,347 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.
Carson Wealth (CWM LLC) first reported a position in SAP in Q3 2013 and has held it in 38 quarters since. The position peaked at $1.08M in Q2 2025. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,347 shares of SAP worth $744K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 218 SAP shares in Q1 2026, an estimated $45K.
- SAP made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1733 holding.
- Carson Wealth (CWM LLC) first reported a position in SAP in Q3 2013 and has held it in 38 quarters since.
- Carson Wealth (CWM LLC)'s SAP position peaked at $1.08M in Q2 2025.
- 843 funds tracked by Wall St. Rank held SAP as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.