Cambria Investment 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
Q2 | $395K | Hold |
1,561
| – | – | 0.02% | 550 |
|
|
2026
Q1 | $202K | Sell |
1,561
-2,625
| -63% | -$386K | 0.01% | 633 |
|
|
2025
Q4 | $628K | Sell |
4,186
-2,801
| -40% | -$413K | 0.04% | 347 |
|
|
2025
Q3 | $804K | Buy |
6,987
+1,395
| +25% | +$157K | 0.05% | 252 |
|
|
2025
Q2 | $547K | Sell |
5,592
-155
| -3% | -$12.8K | 0.04% | 234 |
|
|
2025
Q1 | $438K | Sell |
5,747
-160,762
| -97% | -$13.1M | 0.03% | 241 |
|
|
2024
Q4 | $12.6M | Buy |
+166,509
| New | +$12.4M | 0.77% | 44 |
|
|
2023
Q4 | – | Sell |
-159,855
| Closed | -$8.68M | – | 318 |
|
|
2023
Q3 | $8.68M | Buy |
159,855
+10,367
| +7% | +$583K | 0.7% | 57 |
|
|
2023
Q2 | $9.01M | Sell |
149,488
-6,833
| -4% | -$375K | 0.75% | 41 |
|
|
2023
Q1 | $9.53M | Sell |
156,321
-5,297
| -3% | -$317K | 0.79% | 36 |
|
|
2022
Q4 | $9.26M | Buy |
161,618
+24,088
| +18% | +$1.43M | 0.78% | 35 |
|
|
2022
Q3 | $6.34M | Buy |
137,530
+129,410
| +1,594% | +$6.03M | 0.68% | 40 |
|
|
2022
Q2 | $331K | Buy |
+8,120
| New | +$336K | 0.04% | 184 |
|
|
2021
Q4 | – | Sell |
-66,445
| Closed | -$2.56M | – | 270 |
|
|
2021
Q3 | $2.56M | Sell |
66,445
-2,740
| -4% | -$105K | 0.47% | 99 |
|
|
2021
Q2 | $2.69M | Buy |
69,185
+9,590
| +16% | +$395K | 0.46% | 99 |
|
|
2021
Q1 | $2.47M | Buy |
59,595
+36,988
| +164% | +$1.34M | 0.49% | 82 |
|
|
2020
Q4 | $721K | Buy |
+22,607
| New | +$670K | 0.25% | 109 |
|
|
2019
Q2 | – | Sell |
-38,805
| Closed | -$1.12M | – | 281 |
|
|
2019
Q1 | $1.12M | Sell |
38,805
-1,908
| -5% | -$56.2K | 0.17% | 139 |
|
|
2018
Q4 | $980K | Sell |
40,713
-3,816
| -9% | -$96K | 0.17% | 144 |
|
|
2018
Q3 | $1.23M | Buy |
44,529
+636
| +1% | +$19.1K | 0.18% | 155 |
|
|
2018
Q2 | $1.29M | Sell |
43,893
-16,003
| -27% | -$470K | 0.19% | 141 |
|
|
2018
Q1 | $1.57M | Buy |
59,896
+8,832
| +17% | +$252K | 0.23% | 129 |
|
|
2017
Q4 | $1.69M | Buy |
51,064
+3,816
| +8% | +$133K | 0.24% | 114 |
|
|
2017
Q3 | $1.75M | Sell |
47,248
-1,488
| -3% | -$55.5K | 0.27% | 99 |
|
|
2017
Q2 | $1.86M | Sell |
48,736
-6,360
| -12% | -$242K | 0.4% | 88 |
|
|
2017
Q1 | $2.24M | Buy |
55,096
+1,470
| +3% | +$56.9K | 0.75% | 31 |
|
|
2016
Q4 | $1.97M | Sell |
53,626
-222
| -0.4% | -$7.02K | 0.82% | 26 |
|
|
2016
Q3 | $1.53M | Sell |
53,848
-2,819
| -5% | -$76.3K | 0.72% | 45 |
|
|
2016
Q2 | $1.52M | Buy |
+56,667
| New | +$1.42M | 0.7% | 56 |
|
Other funds holding SANM
AMD
Cambria Investment Management's SANM Position: Q2 2026 in Review
Cambria Investment Management held its Sanmina (SANM) position steady in Q2 2026 at 1,561 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #550.
Cambria Investment Management first reported a position in SANM in Q2 2016 and has held it in 29 quarters since. The position peaked at $12.6M in Q4 2024. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.
- Cambria Investment Management held 1,561 shares of Sanmina worth $395K as of Q2 2026.
- Cambria Investment Management left its Sanmina share count unchanged in Q2 2026.
- Sanmina made up 0.02% of Cambria Investment Management's portfolio in Q2 2026, its #550 holding.
- Cambria Investment Management first reported a position in Sanmina in Q2 2016 and has held it in 29 quarters since.
- Cambria Investment Management's Sanmina position peaked at $12.6M in Q4 2024.
- 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.
Based on Cambria Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.