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Edgestream Partners’s Sanmina SANM Stock Holding History

Edgestream Partners’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 		$3.6M Buy
27,792
+10,016
+56% +$1.47M 0.12% 329
2025
Q4 		$2.67M Sell
17,776
-17,850
-50% -$2.63M 0.08% 456
2025
Q3 		$4.1M Buy
+35,626
New +$4.01M 0.12% 323
2025
Q2 		– Sell
-49,700
Closed -$3.79M – 1038
2025
Q1 		$3.79M Buy
+49,700
New +$4.04M 0.13% 310
2024
Q4 		– Sell
-12,804
Closed -$876K – 1054
2024
Q3 		$876K Buy
+12,804
New +$884K 0.04% 597
2023
Q4 		– Sell
-51,584
Closed -$2.8M – 1038
2023
Q3 		$2.8M Buy
51,584
+25,374
+97% +$1.43M 0.22% 112
2023
Q2 		$1.58M Buy
+26,210
New +$1.44M 0.14% 249

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

Edgestream Partners's SANM Position: Q1 2026 in Review

Edgestream Partners increased its Sanmina (SANM) stake by 56% in Q1 2026, buying an estimated $1.47M and bringing the position to 27,792 shares worth $3.6M. The position accounts for 0.12% of the portfolio, ranked #329.

Edgestream Partners first reported a position in SANM in Q2 2023 and has held it in 7 quarters since. The position peaked at $4.1M in Q3 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Edgestream Partners held 27,792 shares of Sanmina worth $3.6M as of Q1 2026.
  • Edgestream Partners bought 10,016 Sanmina shares in Q1 2026, an estimated $1.47M.
  • Sanmina made up 0.12% of Edgestream Partners's portfolio in Q1 2026, its #329 holding.
  • Edgestream Partners first reported a position in Sanmina in Q2 2023 and has held it in 7 quarters since.
  • Edgestream Partners's Sanmina position peaked at $4.1M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.