Lyell Wealth Management’s SAP SAP Stock Holding History

Lyell 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 Q1	–	Sell	-1,087	Closed	-$264K	–	222
2025 Q4	$264K	Buy	+1,087	New	+$277K	0.02%	196

Other funds holding SAP

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lyell Wealth Management's SAP Position: Q1 2026 in Review

Lyell Wealth Management sold out of SAP (SAP) in Q1 2026, closing a stake of 1,087 shares — an estimated $264K sold.

Lyell Wealth Management first reported a position in SAP in Q4 2025 and held it in 1 quarter. The position peaked at $264K in Q4 2025. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Lyell Wealth Management reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Lyell Wealth Management sold 1,087 SAP shares in Q1 2026, an estimated $264K.
Lyell Wealth Management first reported a position in SAP in Q4 2025 and held it in 1 quarter.
Lyell Wealth Management's SAP position peaked at $264K in Q4 2025.
841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.