Asset Management One’s Sanmina SANM Stock Holding History

Asset Management One’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	$2.91M	Sell	22,568 -11,752	-34%	-$1.73M	0.01%	666
2025 Q4	$5.27M	Buy	34,320 +21,532	+168%	+$3.18M	0.01%	609
2025 Q3	$1.47M	Buy	+12,788	New	+$1.44M	﹤0.01%	737
2023 Q3	–	Sell	-6,311	Closed	-$380K	–	1021
2023 Q2	$380K	Sell	6,311 -7,753	-55%	-$425K	﹤0.01%	883
2023 Q1	$858K	Buy	+14,064	New	+$842K	﹤0.01%	842
2016 Q2	–	Sell	-7,585	Closed	-$177K	–	1349
2016 Q1	$177K	Sell	7,585 -4,140	-35%	-$83.2K	﹤0.01%	1237
2015 Q4	$241K	Sell	11,725 -32,935	-74%	-$733K	﹤0.01%	1201
2015 Q3	$954K	Hold	44,660	–	–	0.01%	870
2015 Q2	$900K	Buy	44,660 +35,804	+404%	+$782K	0.01%	911
2015 Q1	$214K	Hold	8,856	–	–	﹤0.01%	1245
2014 Q4	$208K	Buy	+8,856	New	+$203K	﹤0.01%	1180
2014 Q1	–	Sell	-25,926	Closed	-$433K	–	1161
2013 Q4	$433K	Buy	25,926 +11,907	+85%	+$192K	0.01%	958
2013 Q3	$245K	Buy	+14,019	New	+$230K	﹤0.01%	1011

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

Asset Management One's SANM Position: Q1 2026 in Review

Asset Management One reduced its Sanmina (SANM) stake by 34% in Q1 2026, selling an estimated $1.73M and leaving 22,568 shares worth $2.91M. The position accounts for 0.01% of the portfolio, ranked #666.

Asset Management One first reported a position in SANM in Q3 2013 and has held it in 13 quarters since. The position peaked at $5.27M in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Asset Management One held 22,568 shares of Sanmina worth $2.91M as of Q1 2026.
Asset Management One sold 11,752 Sanmina shares in Q1 2026, an estimated $1.73M.
Sanmina made up 0.01% of Asset Management One's portfolio in Q1 2026, its #666 holding.
Asset Management One first reported a position in Sanmina in Q3 2013 and has held it in 13 quarters since.
Asset Management One's Sanmina position peaked at $5.27M in Q4 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Asset Management One's 13F filing for Q1 2026, filed 8 May 2026.