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 Q2	$4.04M	Sell	16,070 -6,498	-29%	-$1.42M	0.01%	645
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

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

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Asset Management One's SANM Position: Q2 2026 in Review

Asset Management One reduced its Sanmina (SANM) stake by 29% in Q2 2026, selling an estimated $1.42M and leaving 16,070 shares worth $4.04M. The position accounts for 0.01% of the portfolio, ranked #645.

Asset Management One first reported a position in SANM in Q3 2013 and has held it in 14 quarters since. The position peaked at $5.27M in Q4 2025. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Asset Management One held 16,070 shares of Sanmina worth $4.04M as of Q2 2026.
Asset Management One sold 6,498 Sanmina shares in Q2 2026, an estimated $1.42M.
Sanmina made up 0.01% of Asset Management One's portfolio in Q2 2026, its #645 holding.
Asset Management One first reported a position in Sanmina in Q3 2013 and has held it in 14 quarters since.
Asset Management One's Sanmina position peaked at $5.27M in Q4 2025.
574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Asset Management One's 13F filing for Q2 2026, filed 28 Jul 2026.