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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
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

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

Delphi Management's SANM Position: Q1 2026 in Review

Delphi Management reduced its Sanmina (SANM) stake by 23% in Q1 2026, selling an estimated $341K and leaving 7,958 shares worth $1.03M. The position accounts for 1.23% of the portfolio, ranked #53.

Delphi Management first reported a position in SANM in Q2 2016 and has held it in 24 quarters since. The position peaked at $2.77M in Q4 2016. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Delphi Management held 7,958 shares of Sanmina worth $1.03M as of Q1 2026.
  • Delphi Management sold 2,319 Sanmina shares in Q1 2026, an estimated $341K.
  • Sanmina made up 1.23% of Delphi Management's portfolio in Q1 2026, its #53 holding.
  • Delphi Management first reported a position in Sanmina in Q2 2016 and has held it in 24 quarters since.
  • Delphi Management's Sanmina position peaked at $2.77M in Q4 2016.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Delphi Management's 13F filing for Q1 2026, filed 20 Apr 2026.