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Fulton Breakefield Broenniman’s SAP SAP Stock Holding History

Fulton Breakefield Broenniman’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 		$4.3M Sell
27,921
-4,072
-13% -$694K 0.25% 60
2026
Q1 		$5.48M Sell
31,993
-2,398
-7% -$495K 0.36% 53
2025
Q4 		$8.35M Sell
34,391
-1,087
-3% -$277K 0.53% 45
2025
Q3 		$9.48M Buy
+35,478
New +$9.98M 0.61% 46

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Fulton Breakefield Broenniman's SAP Position: Q2 2026 in Review

Fulton Breakefield Broenniman reduced its SAP (SAP) stake by 13% in Q2 2026, selling an estimated $694K and leaving 27,921 shares worth $4.3M. The position accounts for 0.25% of the portfolio, ranked #60.

Fulton Breakefield Broenniman first reported a position in SAP in Q3 2025 and has held it in 4 quarters since. The position peaked at $9.48M in Q3 2025. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Fulton Breakefield Broenniman held 27,921 shares of SAP worth $4.3M as of Q2 2026.
  • Fulton Breakefield Broenniman sold 4,072 SAP shares in Q2 2026, an estimated $694K.
  • SAP made up 0.25% of Fulton Breakefield Broenniman's portfolio in Q2 2026, its #60 holding.
  • Fulton Breakefield Broenniman first reported a position in SAP in Q3 2025 and has held it in 4 quarters since.
  • Fulton Breakefield Broenniman's SAP position peaked at $9.48M in Q3 2025.
  • 814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Fulton Breakefield Broenniman's 13F filing for Q2 2026, filed 3 Aug 2026.