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Coldstream Capital Management’s Sanmina SANM Stock Holding History

Coldstream Capital Management’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
Q1 		$251K Sell
1,935
-704
-27% -$103K ﹤0.01% 1027
2025
Q4 		$396K Sell
2,639
-17
-0.6% -$2.51K 0.01% 801
2025
Q3 		$306K Buy
+2,656
New +$299K ﹤0.01% 931
2025
Q2 		– Sell
-1,818
Closed -$138K – 2921
2025
Q1 		$138K Buy
+1,818
New +$148K ﹤0.01% 1189

Other funds holding SANM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $174M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coldstream Capital Management's SANM Position: Q1 2026 in Review

Coldstream Capital Management reduced its Sanmina (SANM) stake by 27% in Q1 2026, selling an estimated $103K and leaving 1,935 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Coldstream Capital Management first reported a position in SANM in Q1 2025 and has held it in 4 quarters since. The position peaked at $396K in Q4 2025. 458 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Coldstream Capital Management held 1,935 shares of Sanmina worth $251K as of Q1 2026.
  • Coldstream Capital Management sold 704 Sanmina shares in Q1 2026, an estimated $103K.
  • Sanmina made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #1027 holding.
  • Coldstream Capital Management first reported a position in Sanmina in Q1 2025 and has held it in 4 quarters since.
  • Coldstream Capital Management's Sanmina position peaked at $396K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.