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Sap shares owned by Phillips Wealth Planners

Quarter-by-quarter ownership of Sap (SAP) shares owned by Phillips Wealth Planners from 13F filings

Historical chart of Phillips Wealth Planners investment in Sap

Tip: Access up to 7 years of quarterly data

All positions including Sap held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sap by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-03-31 $301k 1.7k 180.56
2023-12-31 $221k 1.4k 160.43

More positions owned by Phillips Wealth Planners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr Technology (XLK)
Williams Companies (WMB)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)
Home Depot (HD)
Berkshire Hathaway Inc Del Cl A (BRK.A)
UnitedHealth (UNH)
Ishares Tr Core Us Aggbd Et (AGG)
Chevron Corporation (CVX)

View all positions for Phillips Wealth Planners

Top funds holding Sap

FMR
Fisher Investments
Eagle Capital Management
Harding Loevner
Morgan Stanley
ClearBridge Advisors
Windacre Partnership
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial
Polen Capital Management
Wells Fargo & Company
BlackRock
Envestnet Asset Management
Arrowstreet Capital, Limited Partnership

View all funds holding Sap