CMF
SANM icon

Counterpoint Mutual Funds’s Sanmina SANM Stock Holding History

Counterpoint Mutual Funds’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 		$552K Buy
4,261
+956
+29% +$140K 0.08% 155
2025
Q4 		$496K Buy
+3,305
New +$488K 0.04% 194
2023
Q3 		– Sell
-2,007
Closed -$121K – 440
2023
Q2 		$121K Buy
+2,007
New +$110K 0.11% 171
2022
Q3 		– Sell
-2,882
Closed -$117K – 330
2022
Q2 		$117K Buy
+2,882
New +$119K 0.08% 175
2022
Q1 		– Sell
-681
Closed -$28K – 289
2021
Q4 		$28K Buy
+681
New +$26.8K 0.03% 38

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Counterpoint Mutual Funds's SANM Position: Q1 2026 in Review

Counterpoint Mutual Funds increased its Sanmina (SANM) stake by 29% in Q1 2026, buying an estimated $140K and bringing the position to 4,261 shares worth $552K. The position accounts for 0.08% of the portfolio, ranked #155.

Counterpoint Mutual Funds first reported a position in SANM in Q4 2021 and has held it in 5 quarters since. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Counterpoint Mutual Funds held 4,261 shares of Sanmina worth $552K as of Q1 2026.
  • Counterpoint Mutual Funds bought 956 Sanmina shares in Q1 2026, an estimated $140K.
  • Sanmina made up 0.08% of Counterpoint Mutual Funds's portfolio in Q1 2026, its #155 holding.
  • Counterpoint Mutual Funds first reported a position in Sanmina in Q4 2021 and has held it in 5 quarters since.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.