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Summit Financial’s SAP SAP Stock Holding History

Summit Financial’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
-1,224
Closed -$297K – 1456
2025
Q4 		$297K Buy
1,224
+30
+3% +$7.64K ﹤0.01% 1092
2025
Q3 		$319K Sell
1,194
-23
-2% -$6.47K ﹤0.01% 1038
2025
Q2 		$370K Buy
1,217
+277
+29% +$79.4K 0.01% 638
2025
Q1 		$252K Sell
940
-216
-19% -$58.8K 0.01% 647
2024
Q4 		$285K Buy
+1,156
New +$275K 0.01% 552

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

Summit Financial's SAP Position: Q1 2026 in Review

Summit Financial sold out of SAP (SAP) in Q1 2026, closing a stake of 1,224 shares — an estimated $297K sold.

Summit Financial first reported a position in SAP in Q4 2024 and held it in 5 quarters. The position peaked at $370K in Q2 2025. 840 funds tracked by Wall St. Rank hold SAP as of Q1 2026.

  • Summit Financial reported no remaining SAP position as of Q1 2026 after selling out during the quarter.
  • Summit Financial sold 1,224 SAP shares in Q1 2026, an estimated $297K.
  • Summit Financial first reported a position in SAP in Q4 2024 and held it in 5 quarters.
  • Summit Financial's SAP position peaked at $370K in Q2 2025.
  • 840 funds tracked by Wall St. Rank held SAP as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.