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Beacon Harbor Wealth Advisors’s Sanmina SANM Stock Holding History

Beacon Harbor Wealth Advisors’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
Q2 		– Sell
-72,507
Closed -$5.52M – 89
2025
Q1 		$5.52M Buy
+72,507
New +$5.89M 1.28% 40
2023
Q2 		– Sell
-76,736
Closed -$4.68M – 82
2023
Q1 		$4.68M Buy
+76,736
New +$4.6M 1.63% 31

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Beacon Harbor Wealth Advisors's SANM Position: Q2 2025 in Review

Beacon Harbor Wealth Advisors sold out of Sanmina (SANM) in Q2 2025, closing a stake of 72,507 shares — an estimated $5.52M sold.

Beacon Harbor Wealth Advisors first reported a position in SANM in Q1 2023 and held it in 2 quarters. The position peaked at $5.52M in Q1 2025. 357 funds tracked by Wall St. Rank hold SANM as of Q2 2025.

  • Beacon Harbor Wealth Advisors reported no remaining Sanmina position as of Q2 2025 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 72,507 Sanmina shares in Q2 2025, an estimated $5.52M.
  • Beacon Harbor Wealth Advisors first reported a position in Sanmina in Q1 2023 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's Sanmina position peaked at $5.52M in Q1 2025.
  • 357 funds tracked by Wall St. Rank held Sanmina as of Q2 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.