Advanced Micro Devices’s Sanmina SANM Stock Holding History

Advanced Micro Devices’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	$291M	Hold	1,151,052	–	–	22.21%	2
2026 Q1	$149M	Hold	1,151,052	–	–	85.57%	1
2025 Q4	$173M	Buy	+1,151,052	New	+$170M	89.65%	1

Other funds holding SANM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advanced Micro Devices's SANM Position: Q2 2026 in Review

Advanced Micro Devices held its Sanmina (SANM) position steady in Q2 2026 at 1,151,052 shares worth $291M. The position accounts for 22.21% of the portfolio, ranked #2.

Advanced Micro Devices first reported a position in SANM in Q4 2025 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Advanced Micro Devices held 1,151,052 shares of Sanmina worth $291M as of Q2 2026.
Advanced Micro Devices left its Sanmina share count unchanged in Q2 2026.
Sanmina made up 22.21% of Advanced Micro Devices's portfolio in Q2 2026, its #2 holding.
Advanced Micro Devices first reported a position in Sanmina in Q4 2025 and has held it in 3 quarters since.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Advanced Micro Devices's 13F filing for Q2 2026, filed 14 Aug 2026.