JSAM
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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
Q2 		$29.9K Sell
118
-3
-2% -$657 ﹤0.01% 295
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

J. Safra Asset Management's SANM Position: Q2 2026 in Review

J. Safra Asset Management reduced its Sanmina (SANM) stake by 2.5% in Q2 2026, selling an estimated $657 and leaving 118 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

J. Safra Asset Management first reported a position in SANM in Q2 2025 and has held it in 5 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • J. Safra Asset Management held 118 shares of Sanmina worth $29.9K as of Q2 2026.
  • J. Safra Asset Management sold 3 Sanmina shares in Q2 2026, an estimated $657.
  • Sanmina made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #295 holding.
  • J. Safra Asset Management first reported a position in Sanmina in Q2 2025 and has held it in 5 quarters since.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.