Choreo LLC’s Sanmina SANM Stock Holding History

Choreo LLC’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	$1.12M	Sell	4,436 -444	-9%	-$97.3K	0.01%	598
2026 Q1	$633K	Sell	4,880 -313	-6%	-$46K	0.01%	820
2025 Q4	$789K	Buy	5,193 +248	+5%	+$36.6K	0.01%	705
2025 Q3	$569K	Buy	4,945 +1,319	+36%	+$148K	0.01%	867
2025 Q2	$355K	Buy	3,626 +558	+18%	+$46.1K	﹤0.01%	1079
2025 Q1	$234K	Sell	3,068 -140	-4%	-$11.4K	﹤0.01%	1234
2024 Q4	$243K	Sell	3,208 -1,236	-28%	-$92.2K	﹤0.01%	1308
2024 Q3	$297K	Buy	4,444 +1,208	+37%	+$83.4K	﹤0.01%	1209
2024 Q2	$211K	Buy	+3,236	New	+$207K	﹤0.01%	1312

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

Choreo LLC's SANM Position: Q2 2026 in Review

Choreo LLC reduced its Sanmina (SANM) stake by 9.1% in Q2 2026, selling an estimated $97.3K and leaving 4,436 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #598.

Choreo LLC first reported a position in SANM in Q2 2024 and has held it in 9 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Choreo LLC held 4,436 shares of Sanmina worth $1.12M as of Q2 2026.
Choreo LLC sold 444 Sanmina shares in Q2 2026, an estimated $97.3K.
Sanmina made up 0.01% of Choreo LLC's portfolio in Q2 2026, its #598 holding.
Choreo LLC first reported a position in Sanmina in Q2 2024 and has held it in 9 quarters since.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.