Allianz Asset Management’s Sanmina SANM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $97.6M | Sell |
752,772
-17,916
| -2% | -$2.63M | 0.1% | 193 |
|
|
2025
Q4 | $116M | Sell |
770,688
-5,916
| -0.8% | -$873K | 0.12% | 164 |
|
|
2025
Q3 | $89.4M | Buy |
776,604
+27,384
| +4% | +$3.08M | 0.1% | 193 |
|
|
2025
Q2 | $73.3M | Buy |
749,220
+33,865
| +5% | +$2.8M | 0.09% | 216 |
|
|
2025
Q1 | $54.5M | Buy |
715,355
+51,432
| +8% | +$4.18M | 0.07% | 276 |
|
|
2024
Q4 | $50.2M | Buy |
663,923
+80,574
| +14% | +$6.01M | 0.07% | 291 |
|
|
2024
Q3 | $39.9M | Buy |
583,349
+57,097
| +11% | +$3.94M | 0.06% | 345 |
|
|
2024
Q2 | $34.9M | Buy |
526,252
+156,954
| +43% | +$10M | 0.05% | 344 |
|
|
2024
Q1 | $23M | Buy |
369,298
+4,765
| +1% | +$277K | 0.04% | 435 |
|
|
2023
Q4 | $18.7M | Buy |
364,533
+4,767
| +1% | +$243K | 0.03% | 486 |
|
|
2023
Q3 | $19.5M | Sell |
359,766
-3,019
| -0.8% | -$170K | 0.03% | 501 |
|
|
2023
Q2 | $21.9M | Sell |
362,785
-44,810
| -11% | -$2.46M | 0.04% | 432 |
|
|
2023
Q1 | $24.9M | Buy |
407,595
+114,300
| +39% | +$6.85M | 0.04% | 417 |
|
|
2022
Q4 | $16.8M | Buy |
293,295
+23,512
| +9% | +$1.39M | 0.03% | 523 |
|
|
2022
Q3 | $12.4M | Buy |
269,783
+47,713
| +21% | +$2.22M | 0.03% | 594 |
|
|
2022
Q2 | $9.04M | Buy |
222,070
+21,550
| +11% | +$891K | 0.01% | 927 |
|
|
2022
Q1 | $8.11M | Buy |
200,520
+15,959
| +9% | +$635K | 0.01% | 1052 |
|
|
2021
Q4 | $7.65M | Sell |
184,561
-8,836
| -5% | -$347K | 0.01% | 1084 |
|
|
2021
Q3 | $7.45M | Buy |
193,397
+42,105
| +28% | +$1.62M | 0.01% | 1126 |
|
|
2021
Q2 | $5.89M | Buy |
151,292
+27,350
| +22% | +$1.13M | 0.01% | 1048 |
|
|
2021
Q1 | $5.13M | Buy |
123,942
+96,562
| +353% | +$3.51M | 0.01% | 1058 |
|
|
2020
Q4 | $873K | Buy |
27,380
+15,618
| +133% | +$463K | ﹤0.01% | 1519 |
|
|
2020
Q3 | $318K | Sell |
11,762
-80,712
| -87% | -$2.2M | ﹤0.01% | 1702 |
|
|
2020
Q2 | $2.31M | Sell |
92,474
-39,637
| -30% | -$1.04M | ﹤0.01% | 1545 |
|
|
2020
Q1 | $3.6M | Buy |
132,111
+6,209
| +5% | +$181K | ﹤0.01% | 1295 |
|
|
2019
Q4 | $4.31M | Sell |
125,902
-12,457
| -9% | -$399K | ﹤0.01% | 1551 |
|
|
2019
Q3 | $4.44M | Buy |
138,359
+80,919
| +141% | +$2.48M | ﹤0.01% | 1500 |
|
|
2019
Q2 | $1.74M | Sell |
57,440
-66
| -0.1% | -$2K | ﹤0.01% | 1927 |
|
|
2019
Q1 | $1.66M | Buy |
+57,506
| New | +$1.69M | ﹤0.01% | 1905 |
|
|
2018
Q3 | – | Sell |
-41,602
| Closed | -$1.22M | – | 2706 |
|
|
2018
Q2 | $1.22M | Sell |
41,602
-4,888
| -11% | -$144K | ﹤0.01% | 2151 |
|
|
2018
Q1 | $1.22M | Sell |
46,490
-221,154
| -83% | -$6.32M | ﹤0.01% | 2128 |
|
|
2017
Q4 | $8.83M | Sell |
267,644
-805,513
| -75% | -$28.1M | 0.01% | 1374 |
|
|
2017
Q3 | $39.9M | Sell |
1,073,157
-131,743
| -11% | -$4.92M | 0.03% | 605 |
|
|
2017
Q2 | $45.7M | Sell |
1,204,900
-11,459
| -0.9% | -$435K | 0.04% | 535 |
|
|
2017
Q1 | $49.4M | Buy |
1,216,359
+7,330
| +0.6% | +$284K | 0.05% | 498 |
|
|
2016
Q4 | $44.3M | Buy |
1,209,029
+29,823
| +3% | +$944K | 0.04% | 605 |
|
|
2016
Q3 | $33.3M | Buy |
1,179,206
+254,529
| +28% | +$6.89M | 0.03% | 682 |
|
|
2016
Q2 | $24.8M | Buy |
924,677
+158,389
| +21% | +$3.96M | 0.03% | 780 |
|
|
2016
Q1 | $17.9M | Buy |
766,288
+272,399
| +55% | +$5.47M | 0.02% | 839 |
|
|
2015
Q4 | $10.2M | Buy |
493,889
+32,272
| +7% | +$718K | 0.01% | 1043 |
|
|
2015
Q3 | $9.87M | Buy |
461,617
+145,716
| +46% | +$2.94M | 0.01% | 1000 |
|
|
2015
Q2 | $6.4M | Buy |
315,901
+55,636
| +21% | +$1.22M | 0.01% | 1293 |
|
|
2015
Q1 | $6.29M | Sell |
260,265
-2,167
| -0.8% | -$49.8K | 0.01% | 1131 |
|
|
2014
Q4 | $6.17M | Buy |
262,432
+56,255
| +27% | +$1.29M | 0.01% | 1133 |
|
|
2014
Q3 | $4.3M | Buy |
206,177
+86,733
| +73% | +$2.02M | 0.01% | 1137 |
|
|
2014
Q2 | $2.72M | Buy |
+119,444
| New | +$2.42M | ﹤0.01% | 1096 |
|
Other funds holding SANM
VPM
VCM
AMD
Allianz Asset Management's SANM Position: Q1 2026 in Review
Allianz Asset Management reduced its Sanmina (SANM) stake by 2.3% in Q1 2026, selling an estimated $2.63M and leaving 752,772 shares worth $97.6M. The position accounts for 0.1% of the portfolio, ranked #193.
Allianz Asset Management first reported a position in SANM in Q2 2014 and has held it in 46 quarters since. The position peaked at $116M in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.
- Allianz Asset Management held 752,772 shares of Sanmina worth $97.6M as of Q1 2026.
- Allianz Asset Management sold 17,916 Sanmina shares in Q1 2026, an estimated $2.63M.
- Sanmina made up 0.1% of Allianz Asset Management's portfolio in Q1 2026, its #193 holding.
- Allianz Asset Management first reported a position in Sanmina in Q2 2014 and has held it in 46 quarters since.
- Allianz Asset Management's Sanmina position peaked at $116M in Q4 2025.
- 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.
Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.