Stokes Family Office’s SAP SAP Stock Holding History

Stokes Family Office’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	-1,935	Closed	-$470K	–	314
2025 Q4	$470K	Buy	+1,935	New	+$493K	0.04%	200
2023 Q4	–	Sell	-5,620	Closed	-$727K	–	315
2023 Q3	$727K	Sell	5,620 -226	-4%	-$30.8K	0.09%	152
2023 Q2	$800K	Buy	5,846 +533	+10%	+$70.5K	0.09%	139
2023 Q1	$672K	Buy	5,313 +828	+18%	+$97.1K	0.08%	142
2022 Q4	$463K	Buy	+4,485	New	+$449K	0.06%	172
2022 Q3	–	Sell	-3,135	Closed	-$284K	–	288
2022 Q2	$284K	Buy	+3,135	New	+$313K	0.04%	213
2022 Q1	–	Sell	-1,850	Closed	-$259K	–	278
2021 Q4	$259K	Sell	1,850 -249	-12%	-$34.8K	0.03%	211
2021 Q3	$283K	Buy	2,099 +84	+4%	+$12.2K	0.04%	191
2021 Q2	$283K	Buy	+2,015	New	+$281K	0.04%	182

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

Stokes Family Office's SAP Position: Q1 2026 in Review

Stokes Family Office sold out of SAP (SAP) in Q1 2026, closing a stake of 1,935 shares — an estimated $470K sold.

Stokes Family Office first reported a position in SAP in Q2 2021 and held it in 9 quarters. The position peaked at $800K in Q2 2023. 841 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

Stokes Family Office reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
Stokes Family Office sold 1,935 SAP shares in Q1 2026, an estimated $470K.
Stokes Family Office first reported a position in SAP in Q2 2021 and held it in 9 quarters.
Stokes Family Office's SAP position peaked at $800K in Q2 2023.
841 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.