Legacy Capital Wealth Partners’s SAP SAP Stock Holding History

Legacy Capital Wealth Partners’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	–	Sell	-1,349	Closed	-$328K	–	411
2025 Q4	$328K	Sell	1,349 -3	-0.2%	-$764	0.07%	283
2025 Q3	$361K	Buy	1,352 +153	+13%	+$43K	0.08%	273
2025 Q2	$365K	Sell	1,199 -146	-11%	-$41.8K	0.08%	270
2025 Q1	$361K	Sell	1,345 -1,159	-46%	-$316K	0.09%	249
2024 Q4	$617K	Buy	2,504 +176	+8%	+$41.9K	0.15%	136
2024 Q3	$533K	Sell	2,328 -318	-12%	-$67.6K	0.11%	184
2024 Q2	$534K	Buy	+2,646	New	+$500K	0.14%	145
2024 Q1	–	Sell	-2,643	Closed	-$409K	–	292
2023 Q4	$409K	Sell	2,643 -165	-6%	-$23.9K	0.12%	174
2023 Q3	$363K	Buy	+2,808	New	+$382K	0.1%	190
2023 Q2	–	Sell	-3,040	Closed	-$385K	–	195
2023 Q1	$385K	Buy	+3,040	New	+$357K	0.11%	171
2021 Q2	–	Sell	-2,952	Closed	-$362K	–	66
2021 Q1	$362K	Buy	2,952 +369	+14%	+$46.8K	0.15%	56
2020 Q4	$337K	Buy	+2,583	New	+$333K	0.14%	63

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Legacy Capital Wealth Partners's SAP Position: Q1 2026 in Review

Legacy Capital Wealth Partners sold out of SAP (SAP) in Q1 2026, closing a stake of 1,349 shares — an estimated $328K sold.

Legacy Capital Wealth Partners first reported a position in SAP in Q4 2020 and held it in 12 quarters. The position peaked at $617K in Q4 2024. 843 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Legacy Capital Wealth Partners reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 1,349 SAP shares in Q1 2026, an estimated $328K.
Legacy Capital Wealth Partners first reported a position in SAP in Q4 2020 and held it in 12 quarters.
Legacy Capital Wealth Partners's SAP position peaked at $617K in Q4 2024.
843 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.