Forum Financial Management’s SAP SAP Stock Holding History

Forum Financial 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 Q1	–	Sell	-18,378	Closed	-$4.46M	–	871
2025 Q4	$4.46M	Sell	18,378 -12	-0.1%	-$3.06K	0.06%	70
2025 Q3	$4.91M	Buy	18,390 +711	+4%	+$200K	0.07%	63
2025 Q2	$5.38M	Buy	17,679 +5	+0%	+$1.43K	0.08%	51
2025 Q1	$4.74M	Hold	17,674	–	–	0.08%	58
2024 Q4	$4.35M	Buy	17,674 +2,482	+16%	+$591K	0.07%	58
2024 Q3	$3.48M	Hold	15,192	–	–	0.06%	62
2024 Q2	$3.06M	Hold	15,192	–	–	0.06%	65
2024 Q1	$2.96M	Hold	15,192	–	–	0.05%	80
2023 Q4	$2.35M	Hold	15,192	–	–	0.04%	79
2023 Q3	$1.96M	Hold	15,192	–	–	0.04%	88
2023 Q2	$2.08M	Sell	15,192 -6	-0%	-$793	0.05%	82
2023 Q1	$1.92M	Buy	15,198 +36	+0.2%	+$4.22K	0.06%	80
2022 Q4	$1.56M	Sell	15,162 -36	-0.2%	-$3.6K	0.05%	87
2022 Q3	$1.24M	Buy	15,198 +41	+0.3%	+$3.62K	0.06%	94
2022 Q2	$1.38M	Sell	15,157 -27	-0.2%	-$2.7K	0.07%	89
2022 Q1	$1.68M	Buy	15,184 +27	+0.2%	+$3.28K	0.08%	79
2021 Q4	$2.12M	Buy	+15,157	New	+$2.12M	0.11%	59

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

Forum Financial Management's SAP Position: Q1 2026 in Review

Forum Financial Management sold out of SAP (SAP) in Q1 2026, closing a stake of 18,378 shares — an estimated $4.46M sold.

Forum Financial Management first reported a position in SAP in Q4 2021 and held it in 17 quarters. The position peaked at $5.38M in Q2 2025. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Forum Financial Management reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 18,378 SAP shares in Q1 2026, an estimated $4.46M.
Forum Financial Management first reported a position in SAP in Q4 2021 and held it in 17 quarters.
Forum Financial Management's SAP position peaked at $5.38M in Q2 2025.
843 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.