Navellier & Associates’s Sanmina SANM Stock Holding History

Navellier & Associates’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	$453K	Sell	3,498 -185	-5%	-$27.2K	0.05%	227
2025 Q4	$553K	Sell	3,683 -1,227	-25%	-$181K	0.06%	209
2025 Q3	$565K	Buy	4,910 +952	+24%	+$107K	0.06%	244
2025 Q2	$387K	Sell	3,958 -32	-0.8%	-$2.64K	0.05%	242
2025 Q1	$315K	Sell	3,990 -1,336	-25%	-$109K	0.04%	248
2024 Q4	$403K	Buy	5,326 +1,242	+30%	+$92.6K	0.05%	254
2024 Q3	$280K	Sell	4,084 -1,260	-24%	-$87K	0.04%	288
2024 Q2	$354K	Sell	5,344 -142	-3%	-$9.08K	0.04%	278
2024 Q1	$341K	Buy	5,486 +155	+3%	+$9.01K	0.04%	277
2023 Q4	$274K	Sell	5,331 -1,268	-19%	-$64.7K	0.04%	284
2023 Q3	$358K	Buy	6,599 +318	+5%	+$17.9K	0.06%	235
2023 Q2	$379K	Buy	6,281 +264	+4%	+$14.5K	0.07%	197
2023 Q1	$367K	Buy	+6,017	New	+$360K	0.08%	203

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

Navellier & Associates's SANM Position: Q1 2026 in Review

Navellier & Associates reduced its Sanmina (SANM) stake by 5% in Q1 2026, selling an estimated $27.2K and leaving 3,498 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #227.

Navellier & Associates first reported a position in SANM in Q1 2023 and has held it in 13 quarters since. The position peaked at $565K in Q3 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Navellier & Associates held 3,498 shares of Sanmina worth $453K as of Q1 2026.
Navellier & Associates sold 185 Sanmina shares in Q1 2026, an estimated $27.2K.
Sanmina made up 0.05% of Navellier & Associates's portfolio in Q1 2026, its #227 holding.
Navellier & Associates first reported a position in Sanmina in Q1 2023 and has held it in 13 quarters since.
Navellier & Associates's Sanmina position peaked at $565K in Q3 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.