SAP β€” SAP SE

Ownership history in Obermeyer Wealth Partners  Β·  7 quarters on record

AI Ownership Summary

Obermeyer Wealth Partners reported SAP SE (SAP) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.64% in 2025 Q2. The latest visible filing shows SAP at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SAP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Obermeyer Wealth Partners's position in SAP SE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SAP was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.64% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Obermeyer Wealth Partners held SAP β€” position size vs. price
% of Fund (quarterly)    SAP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 101,445 -4,888 -4.6% 0.80% $17.4M 2026-04-21 $176.44
2025 Q4 REDUCED 106,333 -1,122 -1.0% 1.18% $25.8M 2026-01-29 $200.21
2025 Q3 REDUCED 107,455 -829 -0.8% 1.34% $28.7M 2025-10-27 $272.16
2025 Q2 ADDED 108,284 +1,560 +1.5% 1.64% $32.9M 2025-08-05 $285.19
2025 Q1 REDUCED 106,724 -1,346 -1.2% 1.53% $28.6M 2025-05-06 $295.01
2024 Q4 REDUCED 108,070 -549 -0.5% 1.39% $26.6M 2025-02-14 $288.09
2024 Q3 INITIATED 108,619 β€” β€” 1.33% $24.9M 2024-11-05 $233.79

FAQ About Obermeyer Wealth Partners and SAP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Obermeyer Wealth Partners reported owning SAP?

Obermeyer Wealth Partners reported SAP across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SAP position in Obermeyer Wealth Partners's portfolio?

The largest reported portfolio weight for SAP was 1.64% in 2025 Q2.

What is the latest reported SAP position on this page?

The most recent filing on this page is 2026 Q1, when Obermeyer Wealth Partners reported 101,445 shares, equal to 0.80% of portfolio, with an estimated market value of $17.4M.

What does the chart on this SAP ownership page compare?

The chart compares Obermeyer Wealth Partners's quarterly SAP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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