IMA Advisory Services’s SAP SAP Stock Holding History

IMA Advisory Services’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	$13.3K	Buy	86 +54	+169%	+$9.21K	﹤0.01%	692
2026 Q1	$5.48K	Sell	32 -4	-11%	-$826	﹤0.01%	387
2025 Q4	$8.74K	Buy	+36	New	+$9.17K	﹤0.01%	350

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

IMA Advisory Services's SAP Position: Q2 2026 in Review

IMA Advisory Services increased its SAP (SAP) stake by 169% in Q2 2026, buying an estimated $9.21K and bringing the position to 86 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

IMA Advisory Services first reported a position in SAP in Q4 2025 and has held it in 3 quarters since. 817 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

IMA Advisory Services held 86 shares of SAP worth $13.3K as of Q2 2026.
IMA Advisory Services bought 54 SAP shares in Q2 2026, an estimated $9.21K.
SAP made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #692 holding.
IMA Advisory Services first reported a position in SAP in Q4 2025 and has held it in 3 quarters since.
817 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.