Nicola Wealth Management’s Sanmina SANM Stock Holding History

Nicola 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	$9.14M	Sell	36,100 -14,000	-28%	-$3.07M	1.05%	42
2026 Q1	$6.49M	Sell	50,100 -5,000	-9%	-$735K	0.78%	50
2025 Q4	$8.27M	Hold	55,100	–	–	0.75%	49
2025 Q3	$6.34M	Hold	55,100	–	–	0.56%	52
2025 Q2	$5.39M	Hold	55,100	–	–	0.51%	48
2025 Q1	$4.2M	Hold	55,100	–	–	0.41%	57
2024 Q4	$5.99M	Sell	55,100 -6,000	-10%	-$448K	0.57%	52
2024 Q3	$5.66M	Buy	61,100 +7,000	+13%	+$483K	0.45%	56
2024 Q2	$4.9M	Hold	54,100	–	–	0.44%	55
2024 Q1	$4.56M	Hold	54,100	–	–	0.44%	54
2023 Q4	$3.68M	Buy	54,100 +15,000	+38%	+$765K	0.39%	66
2023 Q3	$2.87M	Hold	39,100	–	–	0.31%	69
2023 Q2	$3.12M	Hold	39,100	–	–	0.31%	72
2023 Q1	$3.23M	Buy	39,100 +12,000	+44%	+$719K	0.32%	75
2022 Q4	$2.1M	Buy	27,100 +6,000	+28%	+$355K	0.21%	89
2022 Q3	$1.33M	Buy	21,100 +12,000	+132%	+$559K	0.15%	102
2022 Q2	$478K	Buy	+9,100	New	+$376K	0.05%	127

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

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

Nicola Wealth Management reduced its Sanmina (SANM) stake by 28% in Q2 2026, selling an estimated $3.07M and leaving 36,100 shares worth $9.14M. The position accounts for 1.05% of the portfolio, ranked #42.

Nicola Wealth Management first reported a position in SANM in Q2 2022 and has held it in 17 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Nicola Wealth Management held 36,100 shares of Sanmina worth $9.14M as of Q2 2026.
Nicola Wealth Management sold 14,000 Sanmina shares in Q2 2026, an estimated $3.07M.
Sanmina made up 1.05% of Nicola Wealth Management's portfolio in Q2 2026, its #42 holding.
Nicola Wealth Management first reported a position in Sanmina in Q2 2022 and has held it in 17 quarters since.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.