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Lodestone Wealth Management’s SAP SAP Stock Holding History

Lodestone Wealth Management’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 		$2.77K Hold
18
– – ﹤0.01% 654
2026
Q1 		$3.08K Hold
18
– – ﹤0.01% 637
2025
Q4 		$4.37K Buy
+18
New +$4.59K ﹤0.01% 603

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

Lodestone Wealth Management's SAP Position: Q2 2026 in Review

Lodestone Wealth Management held its SAP (SAP) position steady in Q2 2026 at 18 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Lodestone Wealth Management first reported a position in SAP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.37K in Q4 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Lodestone Wealth Management held 18 shares of SAP worth $2.77K as of Q2 2026.
  • Lodestone Wealth Management left its SAP share count unchanged in Q2 2026.
  • SAP made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #654 holding.
  • Lodestone Wealth Management first reported a position in SAP in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's SAP position peaked at $4.37K in Q4 2025.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.