Joel Isaacson & Co’s SAP SAP Stock Holding History

Joel Isaacson & Co’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	$267K	Buy	1,733 +25	+1%	+$4.26K	0.01%	405
2026 Q1	$292K	Hold	1,708	–	–	0.01%	368
2025 Q4	$415K	Hold	1,708	–	–	0.01%	312
2025 Q3	$456K	Hold	1,708	–	–	0.02%	284
2025 Q2	$519K	Hold	1,708	–	–	0.02%	251
2025 Q1	$458K	Buy	1,708 +634	+59%	+$173K	0.02%	250
2024 Q4	$264K	Hold	1,074	–	–	0.01%	317
2024 Q3	$246K	Hold	1,074	–	–	0.01%	322
2024 Q2	$217K	Buy	+1,074	New	+$203K	0.01%	319
2017 Q1	–	Sell	-1,016	Closed	-$88K	–	460
2016 Q4	$88K	Hold	1,016	–	–	0.02%	239
2016 Q3	$93K	Hold	1,016	–	–	0.02%	245
2016 Q2	$76K	Hold	1,016	–	–	0.02%	265
2016 Q1	$82K	Hold	1,016	–	–	0.02%	269
2015 Q4	$80K	Hold	1,016	–	–	0.02%	259
2015 Q3	$66K	Hold	1,016	–	–	0.02%	289
2015 Q2	$71K	Hold	1,016	–	–	0.02%	308
2015 Q1	$73K	Hold	1,016	–	–	0.02%	308
2014 Q4	$71K	Hold	1,016	–	–	0.02%	275
2014 Q3	$73K	Hold	1,016	–	–	0.02%	248
2014 Q2	$78K	Hold	1,016	–	–	0.02%	241
2014 Q1	$83K	Hold	1,016	–	–	0.03%	226
2013 Q4	$89K	Hold	1,016	–	–	0.03%	202
2013 Q3	$75K	Hold	1,016	–	–	0.03%	208
2013 Q2	$74K	Buy	+1,016	New	+$79K	0.03%	183

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCM

Coerente Capital Management Toronto, Ontario, Canada $543M AUM 7.53% 1-Year Est. Return

Joel Isaacson & Co's SAP Position: Q2 2026 in Review

Joel Isaacson & Co increased its SAP (SAP) stake by 1.5% in Q2 2026, buying an estimated $4.26K and bringing the position to 1,733 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #405.

Joel Isaacson & Co first reported a position in SAP in Q2 2013 and has held it in 24 quarters since. The position peaked at $519K in Q2 2025. 458 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Joel Isaacson & Co held 1,733 shares of SAP worth $267K as of Q2 2026.
Joel Isaacson & Co bought 25 SAP shares in Q2 2026, an estimated $4.26K.
SAP made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #405 holding.
Joel Isaacson & Co first reported a position in SAP in Q2 2013 and has held it in 24 quarters since.
Joel Isaacson & Co's SAP position peaked at $519K in Q2 2025.
458 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.