FSM Wealth Advisors, LLC

Position in SAP — Sap SE

CIK 1942548 CLEVELAND, OH

Position in SAP

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

Position Value

$280,480

-$1,502 QoQ

Shares Held

1,820

+10.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#514

of 812 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $2,378,277 across 7 Software - Application names. SAP ranks #3 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	2,711	$707,571
2	ADP	Automatic Data Processing Inc	1,947	$436,030
3	SAP	Sap SE This page	1,820	$280,480
4	UBER	Uber Technologies, Inc	3,636	$262,373
5	CDNS	Cadence Design Systems Inc	671	$251,839
6	CRM	Salesforce, Inc.	1,472	$230,603
7	NOW	ServiceNow, Inc.	2,109	$209,381

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,480	1,820	+10.5%	Shares	Sole	2026-07-15
2026-03-31	$281,982	1,647	-7.6%	Shares	Sole	2026-04-27
2025-12-31	$432,865	1,782	-4.0%	Shares	Sole	2026-01-23
2025-09-30	$496,208	1,857	+2.8%	Shares	Sole	2025-10-17
2025-06-30	$549,204	1,806	-4.6%	Shares	Sole	2025-07-31
2025-03-31	$508,156	1,893	+13.2%	Shares	Sole	2025-04-28
2024-12-31	$411,663	1,672	+4.4%	Shares	Sole	2025-01-24
2024-09-30	$366,789	1,601	+1.4%	Shares	Sole	2024-10-30
2024-06-30	$318,500	1,579	-27.0%	Shares	Sole	2024-07-12
2024-03-31	$421,654	2,162	+2.4%	Shares	Sole	2024-05-14
2023-12-31	$326,494	2,112	-5.3%	Shares	Sole	2024-05-14
2023-09-30	$288,383	2,230	-0.4%	Shares	Sole	2023-11-14
2023-06-30	$306,454	2,240	—	Shares	Sole	2023-07-12
No filing history on record for this holder in this stock.