LVW Advisors
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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
Q3 		$714K Buy
3,426
+48
+1% +$9.32K 0.06% 201
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Pacific Advisors
First Pacific Advisors El Segundo, California $8.39B AUM 15.4% 1-Year Est. Return
Aviso Financial
Aviso Financial Toronto, Ontario, Canada $2.94B AUM 20.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LVW Advisors's SAP Position: Q3 2026 in Review

LVW Advisors increased its SAP (SAP) stake by 1.4% in Q3 2026, buying an estimated $9.32K and bringing the position to 3,426 shares worth $714K. The position accounts for 0.06% of the portfolio, ranked #201.

LVW Advisors first reported a position in SAP in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.66M in Q4 2024. 654 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • LVW Advisors held 3,426 shares of SAP worth $714K as of Q3 2026.
  • LVW Advisors bought 48 SAP shares in Q3 2026, an estimated $9.32K.
  • SAP made up 0.06% of LVW Advisors's portfolio in Q3 2026, its #201 holding.
  • LVW Advisors first reported a position in SAP in Q3 2019 and has held it in 29 quarters since.
  • LVW Advisors's SAP position peaked at $1.66M in Q4 2024.
  • 654 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.