Pictet Asset Management’s Sanmina SANM Stock Holding History

Pictet Asset 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	$1.1M	Buy	8,523 +592	+7%	+$87K	﹤0.01%	1065
2025 Q4	$1.19M	Buy	7,931 +341	+4%	+$50.3K	﹤0.01%	1045
2025 Q3	$874K	Sell	7,590 -502	-6%	-$56.4K	﹤0.01%	1123
2025 Q2	$792K	Sell	8,092 -116	-1%	-$9.58K	﹤0.01%	1167
2025 Q1	$625K	Buy	8,208 +86	+1%	+$6.99K	﹤0.01%	1251
2024 Q4	$615K	Buy	8,122 +1,122	+16%	+$83.7K	﹤0.01%	1279
2024 Q3	$479K	Hold	7,000	–	–	﹤0.01%	1348
2024 Q2	$464K	Sell	7,000 -1,094	-14%	-$70K	﹤0.01%	1314
2024 Q1	$503K	Buy	8,094 +1,246	+18%	+$72.4K	﹤0.01%	1304
2023 Q4	$352K	Hold	6,848	–	–	﹤0.01%	1448
2023 Q3	$372K	Buy	+6,848	New	+$385K	﹤0.01%	1376

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

Pictet Asset Management's SANM Position: Q1 2026 in Review

Pictet Asset Management increased its Sanmina (SANM) stake by 7.5% in Q1 2026, buying an estimated $87K and bringing the position to 8,523 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Pictet Asset Management first reported a position in SANM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Pictet Asset Management held 8,523 shares of Sanmina worth $1.1M as of Q1 2026.
Pictet Asset Management bought 592 Sanmina shares in Q1 2026, an estimated $87K.
Sanmina made up ﹤0.01% of Pictet Asset Management's portfolio in Q1 2026, its #1065 holding.
Pictet Asset Management first reported a position in Sanmina in Q3 2023 and has held it in 11 quarters since.
Pictet Asset Management's Sanmina position peaked at $1.19M in Q4 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Pictet Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.