De Lisle Partners’s Sanmina SANM Stock Holding History

De Lisle Partners’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	$12.9M	Buy	51,000 +7,000	+16%	+$1.53M	1.41%	17
2026 Q1	$5.7M	Buy	44,000 +20,000	+83%	+$2.94M	0.68%	46
2025 Q4	$3.6M	Buy	+24,000	New	+$3.54M	0.46%	69

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

De Lisle Partners's SANM Position: Q2 2026 in Review

De Lisle Partners increased its Sanmina (SANM) stake by 16% in Q2 2026, buying an estimated $1.53M and bringing the position to 51,000 shares worth $12.9M. The position accounts for 1.41% of the portfolio, ranked #17.

De Lisle Partners first reported a position in SANM in Q4 2025 and has held it in 3 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

De Lisle Partners held 51,000 shares of Sanmina worth $12.9M as of Q2 2026.
De Lisle Partners bought 7,000 Sanmina shares in Q2 2026, an estimated $1.53M.
Sanmina made up 1.41% of De Lisle Partners's portfolio in Q2 2026, its #17 holding.
De Lisle Partners first reported a position in Sanmina in Q4 2025 and has held it in 3 quarters since.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on De Lisle Partners's 13F filing for Q2 2026, filed 12 Aug 2026.