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J. Safra Asset Management’s Sanmina SANM Stock Holding History

J. Safra Asset 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
Q1 		$15.7K Buy
121
+79
+188% +$11.6K ﹤0.01% 329
2025
Q4 		$6.3K Buy
42
+5
+14% +$738 ﹤0.01% 400
2025
Q3 		$4.26K Sell
37
-84
-69% -$9.45K ﹤0.01% 319
2025
Q2 		$11.8K Buy
+121
New +$10K ﹤0.01% 284

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

J. Safra Asset Management's SANM Position: Q1 2026 in Review

J. Safra Asset Management increased its Sanmina (SANM) stake by 188% in Q1 2026, buying an estimated $11.6K and bringing the position to 121 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

J. Safra Asset Management first reported a position in SANM in Q2 2025 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • J. Safra Asset Management held 121 shares of Sanmina worth $15.7K as of Q1 2026.
  • J. Safra Asset Management bought 79 Sanmina shares in Q1 2026, an estimated $11.6K.
  • Sanmina made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #329 holding.
  • J. Safra Asset Management first reported a position in Sanmina in Q2 2025 and has held it in 4 quarters since.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.