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Aristides Capital’s Sanmina SANM Stock Holding History

Aristides Capital’s Portfolio SANM Stock Details SANM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,430
Closed -$280K – 335
2025
Q3 		$280K Sell
2,430
-452
-16% -$50.8K 0.04% 178
2025
Q2 		$282K Sell
2,882
-495
-15% -$40.9K 0.06% 124
2025
Q1 		$257K Buy
+3,377
New +$274K 0.08% 162
2024
Q3 		– Sell
-4,025
Closed -$267K – 297
2024
Q2 		$267K Buy
+4,025
New +$257K 0.08% 172

Other funds holding SANM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Aristides Capital's SANM Position: Q4 2025 in Review

Aristides Capital sold out of Sanmina (SANM) in Q4 2025, closing a stake of 2,430 shares — an estimated $280K sold.

Aristides Capital first reported a position in SANM in Q2 2024 and held it in 4 quarters. The position peaked at $282K in Q2 2025. 451 funds tracked by Wall St. Rank hold SANM as of Q4 2025.

  • Aristides Capital reported no remaining Sanmina position as of Q4 2025 after selling out during the quarter.
  • Aristides Capital sold 2,430 Sanmina shares in Q4 2025, an estimated $280K.
  • Aristides Capital first reported a position in Sanmina in Q2 2024 and held it in 4 quarters.
  • Aristides Capital's Sanmina position peaked at $282K in Q2 2025.
  • 451 funds tracked by Wall St. Rank held Sanmina as of Q4 2025.

Based on Aristides Capital's 13F filing for Q4 2025, filed 12 Feb 2026.