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Abel Hall LLC’s Sanmina SANM Stock Holding History

Abel Hall LLC’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 		$774K Buy
3,057
+168
+6% +$36.8K 0.13% 118
2026
Q1 		$375K Sell
2,889
-435
-13% -$63.9K 0.08% 310
2025
Q4 		$499K Buy
3,324
+1,579
+90% +$233K 0.12% 173
2025
Q3 		$201K Buy
+1,745
New +$196K 0.08% 269

Other funds holding SANM

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Abel Hall LLC's SANM Position: Q2 2026 in Review

Abel Hall LLC increased its Sanmina (SANM) stake by 5.8% in Q2 2026, buying an estimated $36.8K and bringing the position to 3,057 shares worth $774K. The position accounts for 0.13% of the portfolio, ranked #118.

Abel Hall LLC first reported a position in SANM in Q3 2025 and has held it in 4 quarters since. 131 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Abel Hall LLC held 3,057 shares of Sanmina worth $774K as of Q2 2026.
  • Abel Hall LLC bought 168 Sanmina shares in Q2 2026, an estimated $36.8K.
  • Sanmina made up 0.13% of Abel Hall LLC's portfolio in Q2 2026, its #118 holding.
  • Abel Hall LLC first reported a position in Sanmina in Q3 2025 and has held it in 4 quarters since.
  • 131 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.