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Empirical Wealth Management’s Sanmina SANM Stock Holding History

Empirical Wealth Management’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 		$5.25M Buy
20,750
+1,966
+10% +$431K 0.08% 152
2026
Q1 		$2.44M Buy
18,784
+3,753
+25% +$551K 0.04% 228
2025
Q4 		$2.26M Buy
15,031
+146
+1% +$21.6K 0.04% 236
2025
Q3 		$1.71M Sell
14,885
-463
-3% -$52.1K 0.03% 259
2025
Q2 		$1.5M Buy
15,348
+1,319
+9% +$109K 0.03% 266
2025
Q1 		$1.07M Buy
14,029
+1,907
+16% +$155K 0.03% 287
2024
Q4 		$917K Buy
12,122
+1,485
+14% +$111K 0.02% 289
2024
Q3 		$728K Buy
10,637
+3,422
+47% +$236K 0.02% 316
2024
Q2 		$478K Buy
7,215
+2,314
+47% +$148K 0.01% 371
2024
Q1 		$305K Buy
4,901
+368
+8% +$21.4K 0.01% 439
2023
Q4 		$233K Buy
4,533
+252
+6% +$12.9K 0.01% 442
2023
Q3 		$232K Buy
+4,281
New +$241K 0.01% 419

Other funds holding SANM

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Empirical Wealth Management's SANM Position: Q2 2026 in Review

Empirical Wealth Management increased its Sanmina (SANM) stake by 10% in Q2 2026, buying an estimated $431K and bringing the position to 20,750 shares worth $5.25M. The position accounts for 0.08% of the portfolio, ranked #152.

Empirical Wealth Management first reported a position in SANM in Q3 2023 and has held it in 12 quarters since. 142 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Empirical Wealth Management held 20,750 shares of Sanmina worth $5.25M as of Q2 2026.
  • Empirical Wealth Management bought 1,966 Sanmina shares in Q2 2026, an estimated $431K.
  • Sanmina made up 0.08% of Empirical Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Empirical Wealth Management first reported a position in Sanmina in Q3 2023 and has held it in 12 quarters since.
  • 142 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.