DAM
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Delta Asset Management’s Sanmina SANM Stock Holding History

Delta Asset 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 		$185K Hold
1,425
– – 0.02% 154
2025
Q4 		$214K Sell
1,425
-25
-2% -$3.69K 0.02% 143
2025
Q3 		$167K Sell
1,450
-50
-3% -$5.62K 0.01% 162
2025
Q2 		$147K Sell
1,500
-100
-6% -$8.26K 0.01% 164
2025
Q1 		$122K Sell
1,600
-45
-3% -$3.65K 0.01% 179
2024
Q4 		$124K Hold
1,645
– – 0.01% 183
2024
Q3 		$113K Hold
1,645
– – 0.01% 189
2024
Q2 		$109K Sell
1,645
-1
-0.1% -$64 0.01% 185
2024
Q1 		$102K Hold
1,646
– – 0.01% 193
2023
Q4 		$84.5K Buy
+1,646
New +$84K 0.01% 202

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

Delta Asset Management's SANM Position: Q1 2026 in Review

Delta Asset Management held its Sanmina (SANM) position steady in Q1 2026 at 1,425 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #154.

Delta Asset Management first reported a position in SANM in Q4 2023 and has held it in 10 quarters since. The position peaked at $214K in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Delta Asset Management held 1,425 shares of Sanmina worth $185K as of Q1 2026.
  • Delta Asset Management left its Sanmina share count unchanged in Q1 2026.
  • Sanmina made up 0.02% of Delta Asset Management's portfolio in Q1 2026, its #154 holding.
  • Delta Asset Management first reported a position in Sanmina in Q4 2023 and has held it in 10 quarters since.
  • Delta Asset Management's Sanmina position peaked at $214K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Delta Asset Management's 13F filing for Q1 2026, filed 11 May 2026.