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LVW Advisors’s SAP SAP Stock Holding History

LVW 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 		$521K Sell
3,378
-98
-3% -$16.7K 0.05% 232
2026
Q1 		$595K Buy
3,476
+280
+9% +$57.8K 0.06% 182
2025
Q4 		$776K Sell
3,196
-1,005
-24% -$256K 0.08% 118
2025
Q3 		$1.12M Sell
4,201
-323
-7% -$90.8K 0.11% 97
2025
Q2 		$1.38M Sell
4,524
-440
-9% -$126K 0.15% 88
2025
Q1 		$1.33M Sell
4,964
-1,770
-26% -$482K 0.16% 79
2024
Q4 		$1.66M Buy
6,734
+494
+8% +$118K 0.2% 74
2024
Q3 		$1.43M Sell
6,240
-590
-9% -$125K 0.18% 88
2024
Q2 		$1.38M Buy
6,830
+137
+2% +$25.9K 0.2% 77
2024
Q1 		$1.31M Sell
6,693
-842
-11% -$150K 0.22% 76
2023
Q4 		$1.16M Buy
7,535
+2,633
+54% +$381K 0.22% 74
2023
Q3 		$634K Sell
4,902
-432
-8% -$58.8K 0.13% 103
2023
Q2 		$730K Sell
5,334
-55
-1% -$7.27K 0.14% 100
2023
Q1 		$682K Sell
5,389
-61
-1% -$7.16K 0.13% 115
2022
Q4 		$562K Buy
5,450
+193
+4% +$19.3K 0.11% 132
2022
Q3 		$427K Sell
5,257
-182
-3% -$16.1K 0.1% 145
2022
Q2 		$493K Sell
5,439
-176
-3% -$17.6K 0.1% 140
2022
Q1 		$623K Sell
5,615
-2
-0% -$243 0.11% 123
2021
Q4 		$787K Sell
5,617
-2,296
-29% -$321K 0.13% 113
2021
Q3 		$1.07M Buy
7,913
+3,033
+62% +$440K 0.18% 86
2021
Q2 		$685K Sell
4,880
-1,277
-21% -$178K 0.12% 120
2021
Q1 		$756K Buy
6,157
+838
+16% +$106K 0.15% 107
2020
Q4 		$694K Sell
5,319
-1,338
-20% -$173K 0.14% 92
2020
Q3 		$1.04M Buy
6,657
+712
+12% +$113K 0.23% 71
2020
Q2 		$832K Buy
5,945
+530
+10% +$65.3K 0.2% 73
2020
Q1 		$598K Buy
5,415
+1,746
+48% +$220K 0.16% 80
2019
Q4 		$492K Buy
3,669
+1,422
+63% +$187K 0.11% 105
2019
Q3 		$265K Buy
+2,247
New +$278K 0.07% 140

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

LVW Advisors's SAP Position: Q2 2026 in Review

LVW Advisors reduced its SAP (SAP) stake by 2.8% in Q2 2026, selling an estimated $16.7K and leaving 3,378 shares worth $521K. The position accounts for 0.05% of the portfolio, ranked #232.

LVW Advisors first reported a position in SAP in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.66M in Q4 2024. 312 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • LVW Advisors held 3,378 shares of SAP worth $521K as of Q2 2026.
  • LVW Advisors sold 98 SAP shares in Q2 2026, an estimated $16.7K.
  • SAP made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #232 holding.
  • LVW Advisors first reported a position in SAP in Q3 2019 and has held it in 28 quarters since.
  • LVW Advisors's SAP position peaked at $1.66M in Q4 2024.
  • 312 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.