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Delphi Management’s Sanmina SANM Stock Holding History

Delphi 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
Q2 		$1.51M Sell
5,970
-1,988
-25% -$436K 1.48% 11
2026
Q1 		$1.03M Sell
7,958
-2,319
-23% -$341K 1.23% 53
2025
Q4 		$1.54M Sell
10,277
-2,842
-22% -$420K 1.5% 21
2025
Q3 		$1.51M Sell
13,119
-2,825
-18% -$318K 1.4% 29
2025
Q2 		$1.56M Sell
15,944
-1,265
-7% -$105K 1.51% 13
2025
Q1 		$1.31M Buy
17,209
+8,739
+103% +$710K 1.34% 40
2024
Q4 		$641K Sell
8,470
-384
-4% -$28.6K 0.62% 69
2024
Q3 		$606K Sell
8,854
-1,607
-15% -$111K 0.55% 73
2024
Q2 		$693K Buy
10,461
+529
+5% +$33.8K 0.57% 73
2024
Q1 		$618K Buy
9,932
+322
+3% +$18.7K 0.48% 80
2023
Q4 		$494K Sell
9,610
-13,913
-59% -$710K 0.45% 77
2023
Q3 		$1.28M Sell
23,523
-138
-0.6% -$7.76K 1.31% 34
2023
Q2 		$1.43M Buy
+23,661
New +$1.3M 1.48% 6
2021
Q4 		– Sell
-6,965
Closed -$268K – 105
2021
Q3 		$268K Sell
6,965
-935
-12% -$35.9K 0.28% 93
2021
Q2 		$308K Buy
+7,900
New +$326K 0.29% 96
2019
Q3 		$1.48M Buy
46,085
+1,093
+2% +$33.5K 1.44% 9
2019
Q2 		$1.36M Buy
44,992
+10,170
+29% +$308K 1.22% 42
2019
Q1 		$1M Buy
+34,822
New +$1.03M 0.93% 62
2018
Q1 		– Sell
-66,444
Closed -$2.19M – 89
2017
Q4 		$2.19M Sell
66,444
-138
-0.2% -$4.82K 1.25% 51
2017
Q3 		$2.47M Buy
66,582
+205
+0.3% +$7.65K 1.38% 28
2017
Q2 		$2.53M Buy
66,377
+3,677
+6% +$140K 1.4% 17
2017
Q1 		$2.55M Sell
62,700
-12,966
-17% -$502K 1.45% 25
2016
Q4 		$2.77M Sell
75,666
-8,713
-10% -$276K 1.62% 2
2016
Q3 		$2.4M Buy
84,379
+22,230
+36% +$602K 1.5% 12
2016
Q2 		$1.67M Buy
+62,149
New +$1.56M 1.07% 57

Other funds holding SANM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $1.31B AUM

Delphi Management's SANM Position: Q2 2026 in Review

Delphi Management reduced its Sanmina (SANM) stake by 25% in Q2 2026, selling an estimated $436K and leaving 5,970 shares worth $1.51M. The position accounts for 1.48% of the portfolio, ranked #11.

Delphi Management first reported a position in SANM in Q2 2016 and has held it in 25 quarters since. The position peaked at $2.77M in Q4 2016. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Delphi Management held 5,970 shares of Sanmina worth $1.51M as of Q2 2026.
  • Delphi Management sold 1,988 Sanmina shares in Q2 2026, an estimated $436K.
  • Sanmina made up 1.48% of Delphi Management's portfolio in Q2 2026, its #11 holding.
  • Delphi Management first reported a position in Sanmina in Q2 2016 and has held it in 25 quarters since.
  • Delphi Management's Sanmina position peaked at $2.77M in Q4 2016.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Delphi Management's 13F filing for Q2 2026, filed 31 Jul 2026.