Position in SAP
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,151,044
-$313,460 QoQ
Shares Held
6,723
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $8,727,647 across 81 Software - Application names. SAP ranks #1 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
This page
|
6,723 | $1,151,044 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,590 | $761,738 | |
| 3 | INTU |
Intuit Inc.
|
1,636 | $707,373 | |
| 4 | NOW |
ServiceNow, Inc.
|
5,627 | $588,302 | |
| 5 | SHOP |
Shopify Inc.
|
3,484 | $413,272 | |
| 6 | CRM |
Salesforce, Inc.
|
1,991 | $371,659 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,226 | $340,668 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,294 | $309,783 |
All Filings in SAP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,151,044 | 6,723 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,464,504 | 6,029 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,638,264 | 6,131 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,772,294 | 5,828 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,636,141 | 6,095 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,474,059 | 5,987 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,469,676 | 6,415 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,362,551 | 6,755 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,311,966 | 6,727 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,071,463 | 6,931 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,008,308 | 7,797 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,046,322 | 7,648 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,058,083 | 8,361 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $868,756 | 8,419 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $206,862 | 2,546 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $419,307 | 4,622 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $398,568 | 3,592 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $802,689 | 5,729 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $728,405 | 5,394 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $663,252 | 4,722 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $556,852 | 4,535 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $407,728 | 3,127 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $436,267 | 2,800 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $435,540 | 3,111 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $383,434 | 3,470 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||