Everence Capital Management’s Sanmina SANM Stock Holding History

Everence Capital 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	$465K	Sell	3,583 -2,463	-41%	-$362K	0.03%	400
2025 Q4	$907K	Sell	6,046 -1,894	-24%	-$280K	0.05%	256
2025 Q3	$914K	Hold	7,940	–	–	0.05%	255
2025 Q2	$777K	Hold	7,940	–	–	0.05%	267
2025 Q1	$605K	Hold	7,940	–	–	0.04%	314
2024 Q4	$601K	Sell	7,940 -5,150	-39%	-$384K	0.04%	314
2024 Q3	$896K	Hold	13,090	–	–	0.06%	260
2024 Q2	$794	Hold	13,090	–	–	0.06%	263
2024 Q1	$814	Hold	13,090	–	–	0.05%	274
2023 Q4	$672K	Hold	13,090	–	–	0.05%	314
2023 Q3	$711	Hold	13,090	–	–	0.06%	284
2023 Q2	$694K	Hold	13,090	–	–	0.06%	282
2023 Q1	$798	Hold	13,090	–	–	0.07%	258
2022 Q4	$750	Hold	13,090	–	–	0.06%	261
2022 Q3	$603K	Hold	13,090	–	–	0.06%	295
2022 Q2	$533K	Hold	13,090	–	–	0.05%	318
2022 Q1	$529K	Hold	13,090	–	–	0.04%	375
2021 Q4	$543K	Hold	13,090	–	–	0.04%	388
2021 Q3	$504K	Hold	13,090	–	–	0.04%	398
2021 Q2	$510K	Hold	13,090	–	–	0.04%	390
2021 Q1	$542K	Hold	13,090	–	–	0.05%	350
2020 Q4	$417K	Hold	13,090	–	–	0.04%	401
2020 Q3	$354K	Hold	13,090	–	–	0.04%	408
2020 Q2	$348K	Hold	13,090	–	–	0.04%	409
2020 Q1	$357K	Buy	13,090 +4,330	+49%	+$126K	0.05%	338
2019 Q4	$300K	Hold	8,760	–	–	0.04%	477
2019 Q3	$281K	Hold	8,760	–	–	0.05%	445
2019 Q2	$265K	Hold	8,760	–	–	0.04%	461
2019 Q1	$253K	Buy	+8,760	New	+$258K	0.04%	465
2017 Q2	–	Sell	-5,140	Closed	-$209K	–	379
2017 Q1	$209K	Buy	+5,140	New	+$199K	0.05%	336

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

Everence Capital Management's SANM Position: Q1 2026 in Review

Everence Capital Management reduced its Sanmina (SANM) stake by 41% in Q1 2026, selling an estimated $362K and leaving 3,583 shares worth $465K. The position accounts for 0.03% of the portfolio, ranked #400.

Everence Capital Management first reported a position in SANM in Q1 2017 and has held it in 30 quarters since. The position peaked at $914K in Q3 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Everence Capital Management held 3,583 shares of Sanmina worth $465K as of Q1 2026.
Everence Capital Management sold 2,463 Sanmina shares in Q1 2026, an estimated $362K.
Sanmina made up 0.03% of Everence Capital Management's portfolio in Q1 2026, its #400 holding.
Everence Capital Management first reported a position in Sanmina in Q1 2017 and has held it in 30 quarters since.
Everence Capital Management's Sanmina position peaked at $914K in Q3 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.