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Wambolt & Associates’s SAP SAP Stock Holding History

Wambolt & Associates’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
2025
Q2 		$228K Sell
757
-136
-15% -$39K 0.08% 169
2025
Q1 		$241K Hold
893
– – 0.08% 163
2024
Q4 		$220K Hold
893
– – 0.07% 178
2024
Q3 		$202K Sell
893
-165
-16% -$35.1K 0.06% 194
2024
Q2 		$211K Sell
1,058
-125
-11% -$23.6K 0.06% 195
2024
Q1 		$232K Sell
1,183
-491
-29% -$87.2K 0.07% 205
2023
Q4 		$259K Sell
1,674
-692
-29% -$100K 0.08% 214
2023
Q3 		$304K Hold
2,366
– – 0.11% 201
2023
Q2 		$324K Sell
2,366
-83
-3% -$11K 0.12% 196
2023
Q1 		$309K Sell
2,449
-90
-4% -$10.6K 0.11% 207
2022
Q4 		$262K Sell
2,539
-50
-2% -$5.01K 0.1% 203
2022
Q3 		$210K Sell
2,589
-46
-2% -$4.06K 0.09% 220
2022
Q2 		$239K Sell
2,635
-40
-1% -$4K 0.1% 211
2022
Q1 		$296K Sell
2,675
-81
-3% -$9.85K 0.11% 200
2021
Q4 		$386K Buy
2,756
+74
+3% +$10.3K 0.14% 169
2021
Q3 		$365K Sell
2,682
-62
-2% -$9K 0.15% 171
2021
Q2 		$386K Sell
2,744
-917
-25% -$128K 0.16% 165
2021
Q1 		$460K Sell
3,661
-1,470
-29% -$186K 0.24% 140
2020
Q4 		$669K Buy
5,131
+502
+11% +$64.8K 0.4% 91
2020
Q3 		$721K Buy
4,629
+178
+4% +$28.3K 0.54% 62
2020
Q2 		$623K Buy
4,451
+91
+2% +$11.2K 0.49% 70
2020
Q1 		$482K Buy
4,360
+300
+7% +$37.8K 0.5% 66
2019
Q4 		$544K Buy
4,060
+343
+9% +$45.1K 0.41% 77
2019
Q3 		$438K Sell
3,717
-97
-3% -$12K 0.36% 93
2019
Q2 		$522K Buy
3,814
+38
+1% +$4.73K 0.44% 72
2019
Q1 		$417K Buy
3,776
+269
+8% +$28.6K 0.38% 86
2018
Q4 		$349K Buy
+3,507
New +$373K 0.39% 92

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Wambolt & Associates's SAP Position: Q2 2025 in Review

Wambolt & Associates reduced its SAP (SAP) stake by 15% in Q2 2025, selling an estimated $39K and leaving 757 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #169.

Wambolt & Associates first reported a position in SAP in Q4 2018 and has held it in 27 quarters since. The position peaked at $721K in Q3 2020. 969 funds tracked by Wall St. Rank hold SAP as of Q2 2025.

  • Wambolt & Associates held 757 shares of SAP worth $228K as of Q2 2025.
  • Wambolt & Associates sold 136 SAP shares in Q2 2025, an estimated $39K.
  • SAP made up 0.08% of Wambolt & Associates's portfolio in Q2 2025, its #169 holding.
  • Wambolt & Associates first reported a position in SAP in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's SAP position peaked at $721K in Q3 2020.
  • 969 funds tracked by Wall St. Rank held SAP as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.