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Schrum Private Wealth Management’s SAP SAP Stock Holding History

Schrum Private 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
-925
Closed -$225K – 128
2025
Q4 		$225K Hold
925
– – 0.17% 119
2025
Q3 		$247K Hold
925
– – 0.18% 112
2025
Q2 		$281K Buy
925
+80
+9% +$22.9K 0.23% 103
2025
Q1 		$227K Hold
845
– – 0.2% 113
2024
Q4 		$208K Sell
845
-397
-32% -$94.5K 0.18% 120
2024
Q3 		$285K Buy
+1,242
New +$264K 0.15% 137

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schrum Private Wealth Management's SAP Position: Q1 2026 in Review

Schrum Private Wealth Management sold out of SAP (SAP) in Q1 2026, closing a stake of 925 shares — an estimated $225K sold.

Schrum Private Wealth Management first reported a position in SAP in Q3 2024 and held it in 6 quarters. The position peaked at $285K in Q3 2024. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Schrum Private Wealth Management reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • Schrum Private Wealth Management sold 925 SAP shares in Q1 2026, an estimated $225K.
  • Schrum Private Wealth Management first reported a position in SAP in Q3 2024 and held it in 6 quarters.
  • Schrum Private Wealth Management's SAP position peaked at $285K in Q3 2024.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.