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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
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IMA Advisory Services's SAP Position: Q1 2026 in Review

IMA Advisory Services reduced its SAP (SAP) stake by 11% in Q1 2026, selling an estimated $826 and leaving 32 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

IMA Advisory Services first reported a position in SAP in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.74K in Q4 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • IMA Advisory Services held 32 shares of SAP worth $5.48K as of Q1 2026.
  • IMA Advisory Services sold 4 SAP shares in Q1 2026, an estimated $826.
  • SAP made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #387 holding.
  • IMA Advisory Services first reported a position in SAP in Q4 2025 and has held it in 2 quarters since.
  • IMA Advisory Services's SAP position peaked at $8.74K in Q4 2025.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.