Loring Wolcott & Coolidge Fiduciary Advisors’s SAP SAP Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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	$57K	Buy	+370	New	+$63.1K	﹤0.01%	430
2021 Q1	–	Sell	-121	Closed	-$16K	–	621
2020 Q4	$16K	Buy	+121	New	+$15.6K	﹤0.01%	529
2014 Q2	–	Sell	-300	Closed	-$24K	–	637
2014 Q1	$24K	Hold	300	–	–	﹤0.01%	478
2013 Q4	$26K	Hold	300	–	–	﹤0.01%	450
2013 Q3	$22K	Hold	300	–	–	﹤0.01%	435
2013 Q2	$22K	Buy	+300	New	+$23.3K	﹤0.01%	474

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

Loring Wolcott & Coolidge Fiduciary Advisors's SAP Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in SAP (SAP) in Q2 2026: 370 shares worth $57K. The stake represents ﹤0.01% of the portfolio and ranks #430 among its holdings. This is a return to the name: Loring Wolcott & Coolidge Fiduciary Advisors previously reported a position in SAP as recently as Q4 2020.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SAP in Q2 2013 and has held it in 6 quarters since. 817 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 370 shares of SAP worth $57K as of Q2 2026.
SAP was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
SAP made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #430 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SAP in Q2 2013 and has held it in 6 quarters since.
817 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.