CX Institutional’s Sanmina SANM Stock Holding History

CX Institutional’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	$378K	Sell	1,492 -6	-0.4%	-$1.31K	0.01%	546
2026 Q1	$194K	Sell	1,498 -150	-9%	-$22K	0.01%	730
2025 Q4	$247K	Sell	1,648 -59	-3%	-$8.71K	0.01%	639
2025 Q3	$196K	Buy	+1,707	New	+$192K	0.01%	697
2023 Q3	–	Sell	-57,900	Closed	-$3.49M	–	538
2023 Q2	$3.49M	Sell	57,900 -15,643	-21%	-$857K	0.18%	165
2023 Q1	$4.44M	Buy	+73,543	New	+$4.41M	0.24%	125
2019 Q3	–	Sell	-48	Closed	-$1K	–	927
2019 Q2	$1K	Buy	+48	New	+$1.45K	﹤0.01%	897

Other funds holding SANM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

CX Institutional's SANM Position: Q2 2026 in Review

CX Institutional reduced its Sanmina (SANM) stake by 0.4% in Q2 2026, selling an estimated $1.31K and leaving 1,492 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #546.

CX Institutional first reported a position in SANM in Q2 2019 and has held it in 7 quarters since. The position peaked at $4.44M in Q1 2023. 73 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

CX Institutional held 1,492 shares of Sanmina worth $378K as of Q2 2026.
CX Institutional sold 6 Sanmina shares in Q2 2026, an estimated $1.31K.
Sanmina made up 0.01% of CX Institutional's portfolio in Q2 2026, its #546 holding.
CX Institutional first reported a position in Sanmina in Q2 2019 and has held it in 7 quarters since.
CX Institutional's Sanmina position peaked at $4.44M in Q1 2023.
73 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.