Chase Investment Counsel’s Sanmina SANM Stock Holding History

Chase Investment Counsel’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	$7.25M	Sell	28,628 -320	-1%	-$70.1K	1.53%	26
2026 Q1	$3.75M	Buy	28,948 +2,327	+9%	+$342K	0.99%	34
2025 Q4	$4M	Buy	26,621 +1,330	+5%	+$196K	1.12%	34
2025 Q3	$2.91M	Sell	25,291 -493	-2%	-$55.4K	0.86%	41
2025 Q2	$2.52M	Buy	+25,784	New	+$2.13M	0.81%	39

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

Chase Investment Counsel's SANM Position: Q2 2026 in Review

Chase Investment Counsel reduced its Sanmina (SANM) stake by 1.1% in Q2 2026, selling an estimated $70.1K and leaving 28,628 shares worth $7.25M. The position accounts for 1.53% of the portfolio, ranked #26.

Chase Investment Counsel first reported a position in SANM in Q2 2025 and has held it in 5 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Chase Investment Counsel held 28,628 shares of Sanmina worth $7.25M as of Q2 2026.
Chase Investment Counsel sold 320 Sanmina shares in Q2 2026, an estimated $70.1K.
Sanmina made up 1.53% of Chase Investment Counsel's portfolio in Q2 2026, its #26 holding.
Chase Investment Counsel first reported a position in Sanmina in Q2 2025 and has held it in 5 quarters since.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.