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Wedmont Private Capital’s SAP SAP Stock Holding History

Wedmont Private Capital’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
Q3 		$436K Buy
2,052
+420
+26% +$81.5K 0.01% 634
2026
Q2 		$258K Sell
1,632
-1,053
-39% -$180K 0.01% 806
2026
Q1 		$454K Buy
2,685
+319
+13% +$65.8K 0.01% 527
2025
Q4 		$576K Buy
2,366
+332
+16% +$84.6K 0.02% 421
2025
Q3 		$557K Sell
2,034
-20
-1% -$5.62K 0.02% 436
2025
Q2 		$641K Sell
2,054
-4
-0.2% -$1.15K 0.03% 363
2025
Q1 		$533K Buy
2,058
+131
+7% +$35.7K 0.03% 366
2024
Q4 		$485K Buy
1,927
+46
+2% +$10.9K 0.03% 383
2024
Q3 		$410K Buy
1,881
+260
+16% +$55.3K 0.02% 419
2024
Q2 		$332K Buy
1,621
+491
+43% +$92.7K 0.02% 467
2024
Q1 		$212K Buy
+1,130
New +$201K 0.02% 557

Other funds holding SAP

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FLFS
Family Legacy Financial Solutions Cary, North Carolina $173M AUM 60.87% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Wedmont Private Capital's SAP Position: Q3 2026 in Review

Wedmont Private Capital increased its SAP (SAP) stake by 26% in Q3 2026, buying an estimated $81.5K and bringing the position to 2,052 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #634.

Wedmont Private Capital first reported a position in SAP in Q1 2024 and has held it in 11 quarters since. The position peaked at $641K in Q2 2025. 37 funds tracked by Wall St. Rank hold SAP as of Q3 2026.

  • Wedmont Private Capital held 2,052 shares of SAP worth $436K as of Q3 2026.
  • Wedmont Private Capital bought 420 SAP shares in Q3 2026, an estimated $81.5K.
  • SAP made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #634 holding.
  • Wedmont Private Capital first reported a position in SAP in Q1 2024 and has held it in 11 quarters since.
  • Wedmont Private Capital's SAP position peaked at $641K in Q2 2025.
  • 37 funds tracked by Wall St. Rank held SAP as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.