Campbell & Co Investment Adviser’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 | $4.8M | Buy |
18,947
+11,822
| +166% | +$2.59M | 0.25% | 85 |
|
|
2026
Q1 | $924K | Buy |
+7,125
| New | +$1.05M | 0.05% | 536 |
|
|
2025
Q4 | – | Sell |
-44,010
| Closed | -$5.07M | – | 1374 |
|
|
2025
Q3 | $5.07M | Buy |
+44,010
| New | +$4.95M | 0.38% | 29 |
|
|
2025
Q1 | – | Sell |
-27,494
| Closed | -$2.08M | – | 1302 |
|
|
2024
Q4 | $2.08M | Buy |
27,494
+19,931
| +264% | +$1.49M | 0.16% | 171 |
|
|
2024
Q3 | $518K | Sell |
7,563
-6,392
| -46% | -$441K | 0.04% | 703 |
|
|
2024
Q2 | $925K | Buy |
+13,955
| New | +$892K | 0.08% | 397 |
|
|
2024
Q1 | – | Sell |
-13,937
| Closed | -$716K | – | 1340 |
|
|
2023
Q4 | $716K | Sell |
13,937
-2,036
| -13% | -$104K | 0.06% | 548 |
|
|
2023
Q3 | $867K | Buy |
15,973
+1,768
| +12% | +$99.4K | 0.1% | 315 |
|
|
2023
Q2 | $856K | Buy |
14,205
+6,101
| +75% | +$334K | 0.15% | 205 |
|
|
2023
Q1 | $494K | Sell |
8,104
-14,262
| -64% | -$854K | 0.09% | 425 |
|
|
2022
Q4 | $1.28M | Buy |
22,366
+5,528
| +33% | +$327K | 0.31% | 51 |
|
|
2022
Q3 | $776K | Buy |
16,838
+8,884
| +112% | +$414K | 0.18% | 182 |
|
|
2022
Q2 | $324K | Sell |
7,954
-665
| -8% | -$27.5K | 0.09% | 428 |
|
|
2022
Q1 | $348K | Sell |
8,619
-3,200
| -27% | -$127K | 0.09% | 421 |
|
|
2021
Q4 | $490K | Buy |
11,819
+1,100
| +10% | +$43.2K | 0.17% | 211 |
|
|
2021
Q3 | $413K | Buy |
10,719
+3,400
| +46% | +$130K | 0.13% | 273 |
|
|
2021
Q2 | $285K | Buy |
7,319
+2,200
| +43% | +$90.7K | 0.12% | 339 |
|
|
2021
Q1 | $212K | Sell |
5,119
-11,700
| -70% | -$425K | 0.13% | 341 |
|
|
2020
Q4 | $536K | Buy |
+16,819
| New | +$499K | 0.33% | 82 |
|
|
2020
Q1 | – | Sell |
-13,303
| Closed | -$455K | – | 431 |
|
|
2019
Q4 | $455K | Sell |
13,303
-4,938
| -27% | -$158K | 0.14% | 263 |
|
|
2019
Q3 | $586K | Buy |
18,241
+9,147
| +101% | +$281K | 0.22% | 134 |
|
|
2019
Q2 | $275K | Sell |
9,094
-8,825
| -49% | -$267K | 0.12% | 337 |
|
|
2019
Q1 | $517K | Buy |
+17,919
| New | +$528K | 0.25% | 109 |
|
|
2018
Q3 | – | Sell |
-7,511
| Closed | -$220K | – | 511 |
|
|
2018
Q2 | $220K | Buy |
+7,511
| New | +$221K | 0.17% | 280 |
|
|
2017
Q3 | – | Sell |
-5,325
| Closed | -$203K | – | 442 |
|
|
2017
Q2 | $203K | Buy |
+5,325
| New | +$202K | 0.19% | 269 |
|
|
2015
Q1 | – | Sell |
-18,069
| Closed | -$425K | – | 271 |
|
|
2014
Q4 | $425K | Sell |
18,069
-66,534
| -79% | -$1.52M | 0.26% | 128 |
|
|
2014
Q3 | $1.76M | Buy |
+84,603
| New | +$1.97M | 0.9% | 39 |
|
Other funds holding SANM
AMD
Campbell & Co Investment Adviser's SANM Position: Q2 2026 in Review
Campbell & Co Investment Adviser increased its Sanmina (SANM) stake by 166% in Q2 2026, buying an estimated $2.59M and bringing the position to 18,947 shares worth $4.8M. The position accounts for 0.25% of the portfolio, ranked #85.
Campbell & Co Investment Adviser first reported a position in SANM in Q3 2014 and has held it in 27 quarters since. The position peaked at $5.07M in Q3 2025. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.
- Campbell & Co Investment Adviser held 18,947 shares of Sanmina worth $4.8M as of Q2 2026.
- Campbell & Co Investment Adviser bought 11,822 Sanmina shares in Q2 2026, an estimated $2.59M.
- Sanmina made up 0.25% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #85 holding.
- Campbell & Co Investment Adviser first reported a position in Sanmina in Q3 2014 and has held it in 27 quarters since.
- Campbell & Co Investment Adviser's Sanmina position peaked at $5.07M in Q3 2025.
- 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.
Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.