Ken Fisher’s Sanmina SANM Stock Holding History

Ken Fisher’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	$108M	Buy	833,845 +183,672	+28%	+$27M	0.04%	160
2025 Q4	$97.6M	Buy	650,173 +483,312	+290%	+$71.3M	0.03%	172
2025 Q3	$19.2M	Buy	+166,861	New	+$18.8M	0.01%	330

Other funds holding SANM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ken Fisher's SANM Position: Q1 2026 in Review

Ken Fisher increased its Sanmina (SANM) stake by 28% in Q1 2026, buying an estimated $27M and bringing the position to 833,845 shares worth $108M. The position accounts for 0.04% of the portfolio, ranked #160.

Ken Fisher first reported a position in SANM in Q3 2025 and has held it in 3 quarters since. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Ken Fisher held 833,845 shares of Sanmina worth $108M as of Q1 2026.
Ken Fisher bought 183,672 Sanmina shares in Q1 2026, an estimated $27M.
Sanmina made up 0.04% of Ken Fisher's portfolio in Q1 2026, its #160 holding.
Ken Fisher first reported a position in Sanmina in Q3 2025 and has held it in 3 quarters since.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.