Moran Wealth Management’s Sanmina SANM Stock Holding History

Moran 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	$4.31M	Sell	17,042 -2,377	-12%	-$521K	0.12%	233
2026 Q1	$2.52M	Sell	19,419 -1,800	-8%	-$264K	0.08%	283
2025 Q4	$3.18M	Sell	21,219 -1,313	-6%	-$194K	0.1%	247
2025 Q3	$2.59M	Sell	22,532 -2,617	-10%	-$294K	0.08%	258
2025 Q2	$2.46M	Sell	25,149 -3,534	-12%	-$292K	0.08%	267
2025 Q1	$2.19M	Buy	+28,683	New	+$2.33M	0.07%	262
2023 Q3	–	Sell	-8,494	Closed	-$512K	–	419
2023 Q2	$512K	Sell	8,494 -5,505	-39%	-$302K	0.02%	303
2023 Q1	$854K	Sell	13,999 -86,402	-86%	-$5.18M	0.03%	262
2022 Q4	$5.75M	Buy	+100,401	New	+$5.94M	0.22%	132

Other funds holding SANM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

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

Moran Wealth Management reduced its Sanmina (SANM) stake by 12% in Q2 2026, selling an estimated $521K and leaving 17,042 shares worth $4.31M. The position accounts for 0.12% of the portfolio, ranked #233.

Moran Wealth Management first reported a position in SANM in Q4 2022 and has held it in 9 quarters since. The position peaked at $5.75M in Q4 2022. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Moran Wealth Management held 17,042 shares of Sanmina worth $4.31M as of Q2 2026.
Moran Wealth Management sold 2,377 Sanmina shares in Q2 2026, an estimated $521K.
Sanmina made up 0.12% of Moran Wealth Management's portfolio in Q2 2026, its #233 holding.
Moran Wealth Management first reported a position in Sanmina in Q4 2022 and has held it in 9 quarters since.
Moran Wealth Management's Sanmina position peaked at $5.75M in Q4 2022.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.