Vestcor Inc’s Sanmina SANM Stock Holding History

Vestcor Inc’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	$2.86M	Buy	22,041 +7,590	+53%	+$1.12M	0.08%	263
2025 Q4	$2.17M	Buy	14,451 +4,184	+41%	+$618K	0.06%	310
2025 Q3	$1.18M	Buy	10,267 +2,826	+38%	+$318K	0.04%	423
2025 Q2	$728K	Hold	7,441	–	–	0.02%	584
2025 Q1	$567K	Hold	7,441	–	–	0.02%	631
2024 Q4	$563K	Hold	7,441	–	–	0.02%	639
2024 Q3	$509K	Hold	7,441	–	–	0.02%	692
2024 Q2	$493K	Hold	7,441	–	–	0.02%	667
2024 Q1	$463K	Sell	7,441 -1,407	-16%	-$81.8K	0.02%	674
2023 Q4	$455K	Buy	8,848 +1,071	+14%	+$54.7K	0.02%	695
2023 Q3	$422K	Buy	7,777 +4,264	+121%	+$240K	0.02%	703
2023 Q2	$212K	Hold	3,513	–	–	0.01%	831
2023 Q1	$214K	Hold	3,513	–	–	0.01%	861
2022 Q4	$201K	Hold	3,513	–	–	0.01%	926
2022 Q3	$162K	Buy	+3,513	New	+$164K	0.01%	989

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

Vestcor Inc's SANM Position: Q1 2026 in Review

Vestcor Inc increased its Sanmina (SANM) stake by 53% in Q1 2026, buying an estimated $1.12M and bringing the position to 22,041 shares worth $2.86M. The position accounts for 0.08% of the portfolio, ranked #263.

Vestcor Inc first reported a position in SANM in Q3 2022 and has held it in 15 quarters since. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Vestcor Inc held 22,041 shares of Sanmina worth $2.86M as of Q1 2026.
Vestcor Inc bought 7,590 Sanmina shares in Q1 2026, an estimated $1.12M.
Sanmina made up 0.08% of Vestcor Inc's portfolio in Q1 2026, its #263 holding.
Vestcor Inc first reported a position in Sanmina in Q3 2022 and has held it in 15 quarters since.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Vestcor Inc's 13F filing for Q1 2026, filed 12 May 2026.