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Mengis Capital Management’s SAP SAP Stock Holding History

Mengis Capital 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
Q2 		– Sell
-1,350
Closed -$231K – 223
2026
Q1 		$231K Sell
1,350
-270
-17% -$55.7K 0.04% 200
2025
Q4 		$394K Sell
1,620
-175
-10% -$44.6K 0.07% 167
2025
Q3 		$480K Buy
+1,795
New +$505K 0.09% 153

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Mengis Capital Management's SAP Position: Q2 2026 in Review

Mengis Capital Management sold out of SAP (SAP) in Q2 2026, closing a stake of 1,350 shares — an estimated $231K sold.

Mengis Capital Management first reported a position in SAP in Q3 2025 and held it in 3 quarters. The position peaked at $480K in Q3 2025. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Mengis Capital Management reported no remaining SAP position as of Q2 2026 after selling out during the quarter.
  • Mengis Capital Management sold 1,350 SAP shares in Q2 2026, an estimated $231K.
  • Mengis Capital Management first reported a position in SAP in Q3 2025 and held it in 3 quarters.
  • Mengis Capital Management's SAP position peaked at $480K in Q3 2025.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Mengis Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.