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CWA Asset Management Group’s Sanmina SANM Stock Holding History

CWA Asset Management Group’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
2026
Q2 		$366K Buy
+1,445
New +$317K 0.01% 553
2026
Q1 		– Sell
-1,826
Closed -$274K – 734
2025
Q4 		$274K Hold
1,826
– – 0.01% 560
2025
Q3 		$210K Buy
+1,826
New +$205K 0.01% 631
2024
Q1 		$5.7M Buy
91,666
+11,080
+14% +$644K 0.35% 74
2023
Q4 		$4.14M Buy
+80,586
New +$4.11M 0.28% 84

Other funds holding SANM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CWA Asset Management Group's SANM Position: Q2 2026 in Review

CWA Asset Management Group opened a new position in Sanmina (SANM) in Q2 2026: 1,445 shares worth $366K. The stake represents 0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: CWA Asset Management Group previously reported a position in SANM as recently as Q4 2025.

CWA Asset Management Group first reported a position in SANM in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.7M in Q1 2024. 210 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • CWA Asset Management Group held 1,445 shares of Sanmina worth $366K as of Q2 2026.
  • Sanmina was a new CWA Asset Management Group position in Q2 2026.
  • Sanmina made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #553 holding.
  • CWA Asset Management Group first reported a position in Sanmina in Q4 2023 and has held it in 5 quarters since.
  • CWA Asset Management Group's Sanmina position peaked at $5.7M in Q1 2024.
  • 210 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.