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Empowered Funds’s Sanmina SANM Stock Holding History

Empowered Funds’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 		$12.7M Buy
50,238
+29,895
+147% +$6.55M 0.07% 319
2026
Q1 		$2.64M Buy
+20,343
New +$2.99M 0.02% 947
2025
Q4 		– Sell
-15,093
Closed -$1.74M – 1735
2025
Q3 		$1.74M Sell
15,093
-22,323
-60% -$2.51M 0.02% 984
2025
Q2 		$3.66M Sell
37,416
-2,928
-7% -$242K 0.04% 549
2025
Q1 		$3.07M Sell
40,344
-1,377
-3% -$112K 0.04% 540
2024
Q4 		$3.16M Buy
41,721
+88
+0.2% +$6.56K 0.05% 534
2024
Q3 		$2.85M Sell
41,633
-9,997
-19% -$690K 0.04% 542
2024
Q2 		$3.42M Sell
51,630
-224
-0.4% -$14.3K 0.06% 433
2024
Q1 		$3.22M Buy
51,854
+18,061
+53% +$1.05M 0.06% 437
2023
Q4 		$1.74M Buy
33,793
+212
+0.6% +$10.8K 0.04% 563
2023
Q3 		$1.82M Buy
33,581
+722
+2% +$40.6K 0.05% 479
2023
Q2 		$1.98M Buy
+32,859
New +$1.8M 0.07% 395
2020
Q4 		– Sell
-106,405
Closed -$2.88M – 212
2020
Q3 		$2.88M Buy
106,405
+7,830
+8% +$213K 0.9% 29
2020
Q2 		$2.47M Buy
+98,575
New +$2.59M 0.96% 40

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

Empowered Funds's SANM Position: Q2 2026 in Review

Empowered Funds increased its Sanmina (SANM) stake by 147% in Q2 2026, buying an estimated $6.55M and bringing the position to 50,238 shares worth $12.7M. The position accounts for 0.07% of the portfolio, ranked #319.

Empowered Funds first reported a position in SANM in Q2 2020 and has held it in 14 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Empowered Funds held 50,238 shares of Sanmina worth $12.7M as of Q2 2026.
  • Empowered Funds bought 29,895 Sanmina shares in Q2 2026, an estimated $6.55M.
  • Sanmina made up 0.07% of Empowered Funds's portfolio in Q2 2026, its #319 holding.
  • Empowered Funds first reported a position in Sanmina in Q2 2020 and has held it in 14 quarters since.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.