Paulson Wealth Management’s Sanmina SANM Stock Holding History

Paulson 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 Q1	$430K	Sell	3,317 -90	-3%	-$13.2K	0.1%	85
2025 Q4	$511K	Sell	3,407 -87	-2%	-$12.8K	0.12%	80
2025 Q3	$402K	Hold	3,494	–	–	0.1%	97
2025 Q2	$342K	Buy	3,494 +241	+7%	+$19.9K	0.09%	107
2025 Q1	$248K	Buy	3,253 +44	+1%	+$3.57K	0.07%	120
2024 Q4	$243K	Sell	3,209 -26	-0.8%	-$1.94K	0.07%	127
2024 Q3	$221K	Hold	3,235	–	–	0.06%	137
2024 Q2	$214K	Sell	3,235 -221	-6%	-$14.1K	0.06%	138
2024 Q1	$215K	Buy	+3,456	New	+$201K	0.06%	135
2023 Q4	–	Sell	-4,008	Closed	-$218K	–	139
2023 Q3	$218K	Hold	4,008	–	–	0.08%	123
2023 Q2	$242K	Buy	4,008 +125	+3%	+$6.85K	0.08%	116
2023 Q1	$237K	Buy	3,883 +204	+6%	+$12.2K	0.11%	86
2022 Q4	$211K	Buy	+3,679	New	+$218K	0.1%	85
2018 Q1	–	Sell	-1,049	Closed	-$35K	–	433
2017 Q4	$35K	Buy	+1,049	New	+$36.6K	0.03%	232

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

Paulson Wealth Management's SANM Position: Q1 2026 in Review

Paulson Wealth Management reduced its Sanmina (SANM) stake by 2.6% in Q1 2026, selling an estimated $13.2K and leaving 3,317 shares worth $430K. The position accounts for 0.1% of the portfolio, ranked #85.

Paulson Wealth Management first reported a position in SANM in Q4 2017 and has held it in 14 quarters since. The position peaked at $511K in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Paulson Wealth Management held 3,317 shares of Sanmina worth $430K as of Q1 2026.
Paulson Wealth Management sold 90 Sanmina shares in Q1 2026, an estimated $13.2K.
Sanmina made up 0.1% of Paulson Wealth Management's portfolio in Q1 2026, its #85 holding.
Paulson Wealth Management first reported a position in Sanmina in Q4 2017 and has held it in 14 quarters since.
Paulson Wealth Management's Sanmina position peaked at $511K in Q4 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.