DAM
SANM icon

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
Q2 		$361K Hold
1,425
– – 0.03% 125
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

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

Delta Asset Management's SANM Position: Q2 2026 in Review

Delta Asset Management held its Sanmina (SANM) position steady in Q2 2026 at 1,425 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #125.

Delta Asset Management first reported a position in SANM in Q4 2023 and has held it in 11 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Delta Asset Management held 1,425 shares of Sanmina worth $361K as of Q2 2026.
  • Delta Asset Management left its Sanmina share count unchanged in Q2 2026.
  • Sanmina made up 0.03% of Delta Asset Management's portfolio in Q2 2026, its #125 holding.
  • Delta Asset Management first reported a position in Sanmina in Q4 2023 and has held it in 11 quarters since.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Delta Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.