Delphi Management
SANM icon

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
Q3 		$1.43M Buy
6,647
+677
+11% +$138K 1.5% 9
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 $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Delphi Management's SANM Position: Q3 2026 in Review

Delphi Management increased its Sanmina (SANM) stake by 11% in Q3 2026, buying an estimated $138K and bringing the position to 6,647 shares worth $1.43M. The position accounts for 1.5% of the portfolio, ranked #9.

Delphi Management first reported a position in SANM in Q2 2016 and has held it in 26 quarters since. The position peaked at $2.77M in Q4 2016. 448 funds tracked by Wall St. Rank hold SANM as of Q3 2026.

  • Delphi Management held 6,647 shares of Sanmina worth $1.43M as of Q3 2026.
  • Delphi Management bought 677 Sanmina shares in Q3 2026, an estimated $138K.
  • Sanmina made up 1.5% of Delphi Management's portfolio in Q3 2026, its #9 holding.
  • Delphi Management first reported a position in Sanmina in Q2 2016 and has held it in 26 quarters since.
  • Delphi Management's Sanmina position peaked at $2.77M in Q4 2016.
  • 448 funds tracked by Wall St. Rank held Sanmina as of Q3 2026.

Based on Delphi Management's 13F filing for Q3 2026, filed 5 Nov 2026.