FSM Wealth Advisors’s SAP SAP Stock Holding History

FSM Wealth Advisors’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	$280K	Buy	1,820 +173	+11%	+$29.5K	0.03%	275
2026 Q1	$282K	Sell	1,647 -135	-8%	-$27.9K	0.04%	241
2025 Q4	$433K	Sell	1,782 -75	-4%	-$19.1K	0.06%	183
2025 Q3	$496K	Buy	1,857 +51	+3%	+$14.3K	0.07%	177
2025 Q2	$552K	Sell	1,806 -87	-5%	-$24.9K	0.09%	142
2025 Q1	$508K	Buy	1,893 +221	+13%	+$60.2K	0.11%	105
2024 Q4	$437K	Buy	1,672 +71	+4%	+$16.9K	0.11%	107
2024 Q3	$367K	Buy	1,601 +22	+1%	+$4.68K	0.1%	117
2024 Q2	$319K	Sell	1,579 -583	-27%	-$110K	0.11%	109
2024 Q1	$422K	Buy	2,162 +50	+2%	+$8.88K	0.15%	95
2023 Q4	$326K	Sell	2,112 -118	-5%	-$17.1K	0.14%	110
2023 Q3	$288K	Sell	2,230 -10	-0.4%	-$1.36K	0.15%	113
2023 Q2	$305K	Buy	+2,240	New	+$296K	0.15%	115

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

FSM Wealth Advisors's SAP Position: Q2 2026 in Review

FSM Wealth Advisors increased its SAP (SAP) stake by 11% in Q2 2026, buying an estimated $29.5K and bringing the position to 1,820 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #275.

FSM Wealth Advisors first reported a position in SAP in Q2 2023 and has held it in 13 quarters since. The position peaked at $552K in Q2 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

FSM Wealth Advisors held 1,820 shares of SAP worth $280K as of Q2 2026.
FSM Wealth Advisors bought 173 SAP shares in Q2 2026, an estimated $29.5K.
SAP made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #275 holding.
FSM Wealth Advisors first reported a position in SAP in Q2 2023 and has held it in 13 quarters since.
FSM Wealth Advisors's SAP position peaked at $552K in Q2 2025.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.