Pinnacle Wealth Planning Services’s SAP SAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.15M | Buy |
6,723
+694
| +12% | +$143K | 0.12% | 98 |
|
|
2025
Q4 | $1.46M | Sell |
6,029
-102
| -2% | -$26K | 0.15% | 78 |
|
|
2025
Q3 | $1.64M | Buy |
6,131
+303
| +5% | +$85.2K | 0.19% | 62 |
|
|
2025
Q2 | $1.77M | Sell |
5,828
-267
| -4% | -$76.5K | 0.23% | 53 |
|
|
2025
Q1 | $1.64M | Buy |
6,095
+108
| +2% | +$29.4K | 0.25% | 53 |
|
|
2024
Q4 | $1.47M | Sell |
5,987
-428
| -7% | -$102K | 0.22% | 55 |
|
|
2024
Q3 | $1.47M | Sell |
6,415
-340
| -5% | -$72.3K | 0.2% | 68 |
|
|
2024
Q2 | $1.36M | Buy |
6,755
+28
| +0.4% | +$5.29K | 0.19% | 71 |
|
|
2024
Q1 | $1.31M | Sell |
6,727
-204
| -3% | -$36.2K | 0.19% | 78 |
|
|
2023
Q4 | $1.07M | Sell |
6,931
-866
| -11% | -$125K | 0.17% | 87 |
|
|
2023
Q3 | $1.01M | Buy |
7,797
+149
| +2% | +$20.3K | 0.17% | 85 |
|
|
2023
Q2 | $1.05M | Sell |
7,648
-713
| -9% | -$94.3K | 0.17% | 88 |
|
|
2023
Q1 | $1.06M | Sell |
8,361
-58
| -0.7% | -$6.8K | 0.18% | 92 |
|
|
2022
Q4 | $869K | Buy |
8,419
+5,873
| +231% | +$588K | 0.15% | 95 |
|
|
2022
Q3 | $207K | Sell |
2,546
-2,076
| -45% | -$183K | 0.04% | 322 |
|
|
2022
Q2 | $419K | Buy |
4,622
+1,030
| +29% | +$103K | 0.08% | 180 |
|
|
2022
Q1 | $399K | Sell |
3,592
-2,137
| -37% | -$260K | 0.07% | 205 |
|
|
2021
Q4 | $803K | Buy |
5,729
+335
| +6% | +$46.8K | 0.16% | 99 |
|
|
2021
Q3 | $728K | Buy |
5,394
+672
| +14% | +$97.6K | 0.16% | 98 |
|
|
2021
Q2 | $663K | Buy |
4,722
+187
| +4% | +$26K | 0.15% | 106 |
|
|
2021
Q1 | $557K | Buy |
4,535
+1,408
| +45% | +$178K | 0.14% | 114 |
|
|
2020
Q4 | $408K | Buy |
3,127
+327
| +12% | +$42.2K | 0.1% | 138 |
|
|
2020
Q3 | $436K | Sell |
2,800
-311
| -10% | -$49.4K | 0.14% | 112 |
|
|
2020
Q2 | $436K | Sell |
3,111
-359
| -10% | -$44.2K | 0.14% | 119 |
|
|
2020
Q1 | $383K | Buy |
3,470
+376
| +12% | +$47.4K | 0.18% | 110 |
|
|
2019
Q4 | $414K | Buy |
3,094
+446
| +17% | +$58.6K | 0.19% | 110 |
|
|
2019
Q3 | $312K | Buy |
2,648
+430
| +19% | +$53.2K | 0.17% | 121 |
|
|
2019
Q2 | $303K | Buy |
2,218
+181
| +9% | +$22.5K | 0.18% | 112 |
|
|
2019
Q1 | $236K | Sell |
2,037
-12
| -0.6% | -$1.28K | 0.16% | 127 |
|
|
2018
Q4 | $205K | Sell |
2,049
-1,325
| -39% | -$141K | 0.13% | 130 |
|
|
2018
Q3 | $415K | Sell |
3,374
-460
| -12% | -$54.6K | 0.38% | 90 |
|
|
2018
Q2 | $444K | Sell |
3,834
-23
| -0.6% | -$2.6K | 0.43% | 76 |
|
|
2018
Q1 | $406K | Buy |
3,857
+3,117
| +421% | +$337K | 0.42% | 82 |
|
|
2017
Q4 | $83K | Buy |
+740
| New | +$83.7K | 0.17% | 99 |
|
Other funds holding SAP
WPL
Pinnacle Wealth Planning Services's SAP Position: Q1 2026 in Review
Pinnacle Wealth Planning Services increased its SAP (SAP) stake by 12% in Q1 2026, buying an estimated $143K and bringing the position to 6,723 shares worth $1.15M. The position accounts for 0.12% of the portfolio, ranked #98.
Pinnacle Wealth Planning Services first reported a position in SAP in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.77M in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.
- Pinnacle Wealth Planning Services held 6,723 shares of SAP worth $1.15M as of Q1 2026.
- Pinnacle Wealth Planning Services bought 694 SAP shares in Q1 2026, an estimated $143K.
- SAP made up 0.12% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #98 holding.
- Pinnacle Wealth Planning Services first reported a position in SAP in Q4 2017 and has held it in 34 quarters since.
- Pinnacle Wealth Planning Services's SAP position peaked at $1.77M in Q2 2025.
- 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.