Paulson Wealth Management
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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
Q3 		$635K Sell
2,954
-363
-11% -$74K 0.13% 66
2026
Q2 		$839K Hold
3,317
– – 0.18% 55
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Paulson Wealth Management's SANM Position: Q3 2026 in Review

Paulson Wealth Management reduced its Sanmina (SANM) stake by 11% in Q3 2026, selling an estimated $74K and leaving 2,954 shares worth $635K. The position accounts for 0.13% of the portfolio, ranked #66.

Paulson Wealth Management first reported a position in SANM in Q4 2017 and has held it in 16 quarters since. The position peaked at $839K in Q2 2026. 354 funds tracked by Wall St. Rank hold SANM as of Q3 2026.

  • Paulson Wealth Management held 2,954 shares of Sanmina worth $635K as of Q3 2026.
  • Paulson Wealth Management sold 363 Sanmina shares in Q3 2026, an estimated $74K.
  • Sanmina made up 0.13% of Paulson Wealth Management's portfolio in Q3 2026, its #66 holding.
  • Paulson Wealth Management first reported a position in Sanmina in Q4 2017 and has held it in 16 quarters since.
  • Paulson Wealth Management's Sanmina position peaked at $839K in Q2 2026.
  • 354 funds tracked by Wall St. Rank held Sanmina as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.