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EP Wealth Advisors’s Sanmina SANM Stock Holding History

EP 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
2026
Q1 		$477K Sell
3,681
-242
-6% -$35.6K ﹤0.01% 916
2025
Q4 		$589K Buy
+3,923
New +$579K ﹤0.01% 811
2025
Q2 		$386K Buy
3,950
+267
+7% +$22.1K ﹤0.01% 896
2025
Q1 		$281K Buy
3,683
+383
+12% +$31.1K ﹤0.01% 947
2024
Q4 		$250K Buy
+3,300
New +$246K ﹤0.01% 953

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $174M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's SANM Position: Q1 2026 in Review

EP Wealth Advisors reduced its Sanmina (SANM) stake by 6.2% in Q1 2026, selling an estimated $35.6K and leaving 3,681 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

EP Wealth Advisors first reported a position in SANM in Q4 2024 and has held it in 5 quarters since. The position peaked at $589K in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • EP Wealth Advisors held 3,681 shares of Sanmina worth $477K as of Q1 2026.
  • EP Wealth Advisors sold 242 Sanmina shares in Q1 2026, an estimated $35.6K.
  • Sanmina made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #916 holding.
  • EP Wealth Advisors first reported a position in Sanmina in Q4 2024 and has held it in 5 quarters since.
  • EP Wealth Advisors's Sanmina position peaked at $589K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.