Dynamic Technology Lab’s Sanmina SANM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.84M | Buy |
14,230
+7,580
| +114% | +$1.11M | 0.3% | 45 |
|
|
2025
Q4 | $998K | Sell |
6,650
-9,779
| -60% | -$1.44M | 0.23% | 115 |
|
|
2025
Q3 | $1.89M | Buy |
+16,429
| New | +$1.85M | 0.32% | 60 |
|
|
2025
Q1 | – | Sell |
-5,818
| Closed | -$440K | – | 1303 |
|
|
2024
Q4 | $440K | Sell |
5,818
-26,674
| -82% | -$1.99M | 0.07% | 498 |
|
|
2024
Q3 | $2.22M | Buy |
+32,492
| New | +$2.24M | 0.24% | 95 |
|
|
2024
Q2 | – | Sell |
-4,870
| Closed | -$303K | – | 1330 |
|
|
2024
Q1 | $303K | Sell |
4,870
-18,586
| -79% | -$1.08M | 0.03% | 779 |
|
|
2023
Q4 | $1.21M | Buy |
23,456
+14,726
| +169% | +$751K | 0.13% | 250 |
|
|
2023
Q3 | $474K | Buy |
+8,730
| New | +$491K | 0.05% | 507 |
|
|
2023
Q2 | – | Sell |
-17,517
| Closed | -$1.07M | – | 1375 |
|
|
2023
Q1 | $1.07M | Sell |
17,517
-17,675
| -50% | -$1.06M | 0.1% | 355 |
|
|
2022
Q4 | $2.02M | Buy |
35,192
+29,512
| +520% | +$1.75M | 0.2% | 139 |
|
|
2022
Q3 | $262K | Buy |
+5,680
| New | +$265K | 0.03% | 865 |
|
|
2022
Q2 | – | Sell |
-26,055
| Closed | -$1.05M | – | 1491 |
|
|
2022
Q1 | $1.05M | Buy |
+26,055
| New | +$1.04M | 0.12% | 264 |
|
|
2021
Q3 | – | Sell |
-16,600
| Closed | -$647K | – | 1425 |
|
|
2021
Q2 | $647K | Buy |
+16,600
| New | +$684K | 0.07% | 490 |
|
|
2021
Q1 | – | Sell |
-32,561
| Closed | -$1.04M | – | 1445 |
|
|
2020
Q4 | $1.04M | Buy |
+32,561
| New | +$966K | 0.17% | 170 |
|
|
2020
Q3 | – | Sell |
-39,094
| Closed | -$979K | – | 1300 |
|
|
2020
Q2 | $979K | Buy |
+39,094
| New | +$1.03M | 0.15% | 218 |
|
|
2020
Q1 | – | Sell |
-9,945
| Closed | -$341K | – | 1338 |
|
|
2019
Q4 | $341K | Sell |
9,945
-5,422
| -35% | -$174K | 0.05% | 617 |
|
|
2019
Q3 | $493K | Sell |
15,367
-14,548
| -49% | -$446K | 0.09% | 433 |
|
|
2019
Q2 | $906K | Buy |
29,915
+9,111
| +44% | +$276K | 0.15% | 196 |
|
|
2019
Q1 | $600K | Buy |
+20,804
| New | +$613K | 0.1% | 348 |
|
|
2018
Q3 | – | Sell |
-16,035
| Closed | -$470K | – | 1300 |
|
|
2018
Q2 | $470K | Buy |
+16,035
| New | +$471K | 0.07% | 488 |
|
|
2018
Q1 | – | Sell |
-7,173
| Closed | -$236K | – | 1320 |
|
|
2017
Q4 | $236K | Sell |
7,173
-14,363
| -67% | -$502K | 0.04% | 809 |
|
|
2017
Q3 | $799K | Buy |
+21,536
| New | +$804K | 0.13% | 243 |
|
|
2016
Q4 | – | Sell |
-14,915
| Closed | -$425K | – | 1125 |
|
|
2016
Q3 | $425K | Buy |
14,915
+3,996
| +37% | +$108K | 0.11% | 310 |
|
|
2016
Q2 | $293K | Buy |
+10,919
| New | +$273K | 0.08% | 532 |
|
|
2015
Q1 | – | Sell |
-11,729
| Closed | -$276K | – | 849 |
|
|
2014
Q4 | $276K | Buy |
+11,729
| New | +$268K | 0.14% | 306 |
|
Other funds holding SANM
VPM
VCM
AMD
Dynamic Technology Lab's SANM Position: Q1 2026 in Review
Dynamic Technology Lab increased its Sanmina (SANM) stake by 114% in Q1 2026, buying an estimated $1.11M and bringing the position to 14,230 shares worth $1.84M. The position accounts for 0.3% of the portfolio, ranked #45.
Dynamic Technology Lab first reported a position in SANM in Q4 2014 and has held it in 25 quarters since. The position peaked at $2.22M in Q3 2024. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.
- Dynamic Technology Lab held 14,230 shares of Sanmina worth $1.84M as of Q1 2026.
- Dynamic Technology Lab bought 7,580 Sanmina shares in Q1 2026, an estimated $1.11M.
- Sanmina made up 0.3% of Dynamic Technology Lab's portfolio in Q1 2026, its #45 holding.
- Dynamic Technology Lab first reported a position in Sanmina in Q4 2014 and has held it in 25 quarters since.
- Dynamic Technology Lab's Sanmina position peaked at $2.22M in Q3 2024.
- 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.
Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.