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AXQ Capital’s Sanmina SANM Stock Holding History

AXQ Capital’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 		$232K Buy
+918
New +$201K 0.03% 677
2024
Q2 		– Sell
-6,137
Closed -$382K – 699
2024
Q1 		$382K Buy
+6,137
New +$357K 0.09% 375

Other funds holding SANM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

AXQ Capital's SANM Position: Q2 2026 in Review

AXQ Capital opened a new position in Sanmina (SANM) in Q2 2026: 918 shares worth $232K. The stake represents 0.03% of the portfolio and ranks #677 among its holdings. This is a return to the name: AXQ Capital previously reported a position in SANM as recently as Q1 2024.

AXQ Capital first reported a position in SANM in Q1 2024 and has held it in 2 quarters since. The position peaked at $382K in Q1 2024. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • AXQ Capital held 918 shares of Sanmina worth $232K as of Q2 2026.
  • Sanmina was a new AXQ Capital position in Q2 2026.
  • Sanmina made up 0.03% of AXQ Capital's portfolio in Q2 2026, its #677 holding.
  • AXQ Capital first reported a position in Sanmina in Q1 2024 and has held it in 2 quarters since.
  • AXQ Capital's Sanmina position peaked at $382K in Q1 2024.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.