MITCHELL & PAHL PRIVATE WEALTH, LLC

Position in SAP — Sap SE

CIK 1836506 OKLAHOMA CITY, OK

Position in SAP

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$812,313

-$53,324 QoQ

Shares Held

5,271

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#350

of 812 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC holds $5,535,754 across 5 Software - Application names. SAP ranks #4 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	10,136	$2,269,957
2	FICO	Fair Isaac Corp	1,018	$1,216,286
3	DOCU	Docusign, Inc.	22,123	$982,703
4	SAP	Sap SE This page	5,271	$812,313
5	ADSK	Autodesk, Inc.	1,309	$254,495

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$812,313	5,271	+4.3%	Shares	Sole	2026-07-13
2026-03-31	$865,637	5,056	+4.4%	Shares	Sole	2026-04-24
2025-12-31	$1,176,898	4,845	-1.5%	Shares	Sole	2026-01-14
2025-09-30	$1,314,673	4,920	-0.1%	Shares	Sole	2025-10-09
2025-06-30	$1,497,996	4,926	+1.0%	Shares	Sole	2025-07-11
2025-03-31	$1,308,645	4,875	-5.1%	Shares	Sole	2025-04-09
2024-12-31	$1,265,273	5,139	+3.4%	Shares	Sole	2025-01-16
2024-09-30	$1,138,856	4,971	0.0%	Shares	Sole	2024-10-16
2024-06-30	$1,002,700	4,971	-1.2%	Shares	Sole	2024-07-12
2024-03-31	$981,000	5,030	+4.2%	Shares	Sole	2024-04-26
2023-12-31	$746,360	4,828	+0.2%	Shares	Sole	2024-02-09
2023-09-30	$623,322	4,820	+13.6%	Shares	Sole	2023-10-31
2023-06-30	$580,484	4,243	+9.0%	Shares	Sole	2023-08-07
2023-03-31	$492,406	3,891	+2.3%	Shares	Sole	2023-05-05
2022-12-31	$392,328	3,802	+5.0%	Shares	Sole	2023-02-10
2022-09-30	$294,206	3,621	+20.4%	Shares	Sole	2022-11-01
2022-06-30	$272,885	3,008	+28.4%	Shares	Sole	2022-07-25
2022-03-31	$259,979	2,343	+37.5%	Shares	Sole	2022-04-14
2021-12-31	$238,747	1,704	+10.7%	Shares	Sole	2022-01-19
2021-09-30	$207,826	1,539	+5.0%	Shares	Sole	2021-11-03
2021-06-30	$205,914	1,466	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.