LRI Investments’s SAP SAP Stock Holding History

LRI Investments’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	$26.8K	Sell	174 -90	-34%	-$15.3K	﹤0.01%	690
2026 Q1	$45.2K	Buy	264 +70	+36%	+$14.4K	﹤0.01%	534
2025 Q4	$47.2K	Buy	194 +13	+7%	+$3.31K	﹤0.01%	557
2025 Q3	$48.3K	Buy	181 +1	+0.6%	+$281	﹤0.01%	563
2025 Q2	$54.7K	Hold	180	–	–	﹤0.01%	537
2025 Q1	$48.3K	Buy	180 +30	+20%	+$8.17K	﹤0.01%	537
2024 Q4	$36.9K	Sell	150 -50	-25%	-$11.9K	﹤0.01%	576
2024 Q3	$46.2K	Sell	200 -12	-6%	-$2.55K	﹤0.01%	519
2024 Q2	$42.9K	Buy	212 +86	+68%	+$16.2K	﹤0.01%	495
2024 Q1	$24.5K	Buy	+126	New	+$22.4K	0.01%	349

Other funds holding SAP

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

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CCMIC

Cardinal Capital Management Inc (Canada) Winnipeg, Manitoba, Canada $4.13B AUM 31.23% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

LRI Investments's SAP Position: Q2 2026 in Review

LRI Investments reduced its SAP (SAP) stake by 34% in Q2 2026, selling an estimated $15.3K and leaving 174 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

LRI Investments first reported a position in SAP in Q1 2024 and has held it in 10 quarters since. The position peaked at $54.7K in Q2 2025. 312 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

LRI Investments held 174 shares of SAP worth $26.8K as of Q2 2026.
LRI Investments sold 90 SAP shares in Q2 2026, an estimated $15.3K.
SAP made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #690 holding.
LRI Investments first reported a position in SAP in Q1 2024 and has held it in 10 quarters since.
LRI Investments's SAP position peaked at $54.7K in Q2 2025.
312 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.