LVW Advisors, LLC

Position in SAP — Sap SE

CIK 1576053 PITTSFORD, NY

Position in SAP

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$520,583

-$74,542 QoQ

Shares Held

3,378

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#31

of 103 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Jun 30, 2026

LVW Advisors, LLC holds $6,043,912 across 14 Software - Application names. SAP ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	15,834	$1,556,957
2	UBER	Uber Technologies, Inc	9,946	$717,703
3	SHOP	Shopify Inc.	4,994	$570,214
4	SAP	Sap SE This page	3,378	$520,583
5	ZM	Zoom Communications, Inc.	4,761	$410,921
6	ADP	Automatic Data Processing Inc	1,653	$370,189
7	NOW	ServiceNow, Inc.	3,267	$324,347
8	CRM	Salesforce, Inc.	1,837	$287,784

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$520,583	3,378	-2.8%	Shares	Sole	2026-07-15
2026-03-31	$595,125	3,476	+8.8%	Shares	Sole	2026-04-20
2025-12-31	$776,340	3,196	-23.9%	Shares	Sole	2026-01-14
2025-09-30	$1,122,549	4,201	-7.1%	Shares	Sole	2025-10-20
2025-06-30	$1,375,748	4,524	-8.9%	Shares	Sole	2025-07-17
2025-03-31	$1,332,536	4,964	-26.3%	Shares	Sole	2025-04-09
2024-12-31	$1,657,978	6,734	+7.9%	Shares	Sole	2025-01-16
2024-09-30	$1,429,584	6,240	-8.6%	Shares	Sole	2024-10-09
2024-06-30	$1,377,679	6,830	+2.0%	Shares	Sole	2024-07-15
2024-03-31	$1,305,335	6,693	-11.2%	Shares	Sole	2024-04-18
2023-12-31	$1,164,835	7,535	+53.7%	Shares	Sole	2024-01-16
2023-09-30	$633,926	4,902	-8.1%	Shares	Sole	2023-10-11
2023-06-30	$729,744	5,334	-1.0%	Shares	Sole	2023-07-14
2023-03-31	$681,977	5,389	-1.1%	Shares	Sole	2023-05-03
2022-12-31	$562,385	5,450	+3.7%	Shares	Sole	2023-01-19
2022-09-30	$427,131	5,257	-3.3%	Shares	Sole	2022-10-14
2022-06-30	$493,426	5,439	-3.1%	Shares	Sole	2022-07-22
2022-03-31	$623,040	5,615	-0.0%	Shares	Sole	2022-05-02
2021-12-31	$786,997	5,617	-29.0%	Shares	Sole	2022-01-26
2021-09-30	$1,068,571	7,913	+62.2%	Shares	Sole	2021-11-02
2021-06-30	$685,444	4,880	-20.7%	Shares	Sole	2021-07-15
2021-03-31	$756,018	6,157	+15.8%	Shares	Sole	2021-04-19
2020-12-31	$693,544	5,319	-20.1%	Shares	Sole	2021-02-04
2020-09-30	$1,037,227	6,657	+12.0%	Shares	Sole	2020-10-29
2020-06-30	$832,300	5,945	+9.8%	Shares	Sole	2020-08-11
2020-03-31	$598,357	5,415	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.