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Oliver Luxxe Assets’s Sanmina SANM Stock Holding History

Oliver Luxxe Assets’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 		$8.72M Sell
34,464
-16,554
-32% -$3.63M 1.28% 16
2026
Q1 		$6.61M Buy
51,018
+34,313
+205% +$5.04M 0.99% 32
2025
Q4 		$2.51M Sell
16,705
-10,201
-38% -$1.51M 0.38% 87
2025
Q3 		$3.1M Buy
26,906
+534
+2% +$60K 0.49% 70
2025
Q2 		$2.58M Buy
+26,372
New +$2.18M 0.46% 75

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 $3.37T AUM 44.26% 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

Oliver Luxxe Assets's SANM Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its Sanmina (SANM) stake by 32% in Q2 2026, selling an estimated $3.63M and leaving 34,464 shares worth $8.72M. The position accounts for 1.28% of the portfolio, ranked #16.

Oliver Luxxe Assets first reported a position in SANM in Q2 2025 and has held it in 5 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Oliver Luxxe Assets held 34,464 shares of Sanmina worth $8.72M as of Q2 2026.
  • Oliver Luxxe Assets sold 16,554 Sanmina shares in Q2 2026, an estimated $3.63M.
  • Sanmina made up 1.28% of Oliver Luxxe Assets's portfolio in Q2 2026, its #16 holding.
  • Oliver Luxxe Assets first reported a position in Sanmina in Q2 2025 and has held it in 5 quarters since.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.