DnB Asset Management’s Sanmina SANM Stock Holding History

DnB 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	$334K	Buy	+2,577	New	+$379K	﹤0.01%	915
2022 Q3	–	Sell	-905,481	Closed	-$36.9M	–	657
2022 Q2	$36.9M	Sell	905,481 -694,144	-43%	-$28.7M	0.26%	91
2022 Q1	$64.7M	Buy	1,599,625 +55,819	+4%	+$2.22M	0.38%	56
2021 Q4	$64M	Buy	1,543,806 +297	+0%	+$11.7K	0.38%	49
2021 Q3	$59.5M	Buy	1,543,509 +235,372	+18%	+$9.03M	0.39%	48
2021 Q2	$51M	Buy	1,308,137 +32,329	+3%	+$1.33M	0.34%	54
2021 Q1	$52.8M	Buy	1,275,808 +88,912	+7%	+$3.23M	0.39%	46
2020 Q4	$37.9M	Buy	1,186,896 +514,457	+77%	+$15.3M	0.33%	59
2020 Q3	$18.2M	Buy	672,439 +482,222	+254%	+$13.1M	0.19%	96
2020 Q2	$4.76M	Buy	190,217 +66,852	+54%	+$1.76M	0.06%	216
2020 Q1	$3.37M	Buy	123,365 +33,601	+37%	+$979K	0.05%	238
2019 Q4	$3.07M	Buy	+89,764	New	+$2.87M	0.03%	351

Other funds holding SANM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

DnB Asset Management opened a new position in Sanmina (SANM) in Q1 2026: 2,577 shares worth $334K. The stake represents ﹤0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: DnB Asset Management previously reported a position in SANM as recently as Q2 2022.

DnB Asset Management first reported a position in SANM in Q4 2019 and has held it in 12 quarters since. The position peaked at $64.7M in Q1 2022. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

DnB Asset Management held 2,577 shares of Sanmina worth $334K as of Q1 2026.
Sanmina was a new DnB Asset Management position in Q1 2026.
Sanmina made up ﹤0.01% of DnB Asset Management's portfolio in Q1 2026, its #915 holding.
DnB Asset Management first reported a position in Sanmina in Q4 2019 and has held it in 12 quarters since.
DnB Asset Management's Sanmina position peaked at $64.7M in Q1 2022.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on DnB Asset Management's 13F filing for Q1 2026, filed 14 May 2026.