Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$576K Sell
3,365
-150
-4% -$31K 0.02% 481
2025
Q4
$854K Buy
3,515
+40
+1% +$10.2K 0.03% 378
2025
Q3
$929K Buy
3,475
+2,013
+138% +$566K 0.04% 338
2025
Q2
$445K Buy
+1,462
New +$419K 0.02% 474
2019
Q3
Sell
-249
Closed -$341 422
2019
Q2
$341 Buy
+249
New +$31K 0.01% 437

Other funds holding SAP

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

Meridian Wealth Management reduced its SAP (SAP) stake by 4.3% in Q1 2026, selling an estimated $31K and leaving 3,365 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #481.

Meridian Wealth Management first reported a position in SAP in Q2 2019 and has held it in 5 quarters since. The position peaked at $929K in Q3 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Meridian Wealth Management held 3,365 shares of SAP worth $576K as of Q1 2026.
  • Meridian Wealth Management sold 150 SAP shares in Q1 2026, an estimated $31K.
  • SAP made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #481 holding.
  • Meridian Wealth Management first reported a position in SAP in Q2 2019 and has held it in 5 quarters since.
  • Meridian Wealth Management's SAP position peaked at $929K in Q3 2025.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.