AlphaQuest’s Sanmina SANM Stock Holding History

AlphaQuest’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	–	Sell	-10,576	Closed	-$1.59M	–	1699
2025 Q4	$1.59M	Sell	10,576 -419	-4%	-$61.8K	0.09%	254
2025 Q3	$1.27M	Buy	10,995 +10,891	+10,472%	+$1.22M	0.08%	336
2025 Q2	$10.2K	Buy	+104	New	+$8.59K	﹤0.01%	1852
2024 Q4	–	Sell	-7	Closed	-$479	–	1975
2024 Q3	$479	Buy	+7	New	+$483	﹤0.01%	1733
2024 Q1	–	Sell	-2,444	Closed	-$126K	–	1780
2023 Q4	$126K	Buy	+2,444	New	+$125K	0.03%	720

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

AlphaQuest's SANM Position: Q1 2026 in Review

AlphaQuest sold out of Sanmina (SANM) in Q1 2026, closing a stake of 10,576 shares — an estimated $1.59M sold.

AlphaQuest first reported a position in SANM in Q4 2023 and held it in 5 quarters. The position peaked at $1.59M in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

AlphaQuest reported no remaining Sanmina position as of Q1 2026 after selling out during the quarter.
AlphaQuest sold 10,576 Sanmina shares in Q1 2026, an estimated $1.59M.
AlphaQuest first reported a position in Sanmina in Q4 2023 and held it in 5 quarters.
AlphaQuest's Sanmina position peaked at $1.59M in Q4 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.