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 Q2	$907K	Hold	3,583	–	–	0.05%	281
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	$794K	Hold	13,090	–	–	0.06%	263
2024 Q1	$814K	Hold	13,090	–	–	0.05%	274
2023 Q4	$672K	Hold	13,090	–	–	0.05%	314
2023 Q3	$711K	Hold	13,090	–	–	0.06%	284
2023 Q2	$694K	Hold	13,090	–	–	0.06%	282
2023 Q1	$798K	Hold	13,090	–	–	0.07%	258
2022 Q4	$750K	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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Everence Capital Management's SANM Position: Q2 2026 in Review

Everence Capital Management held its Sanmina (SANM) position steady in Q2 2026 at 3,583 shares worth $907K. The position accounts for 0.05% of the portfolio, ranked #281.

Everence Capital Management first reported a position in SANM in Q1 2017 and has held it in 31 quarters since. The position peaked at $914K in Q3 2025. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Everence Capital Management held 3,583 shares of Sanmina worth $907K as of Q2 2026.
Everence Capital Management left its Sanmina share count unchanged in Q2 2026.
Sanmina made up 0.05% of Everence Capital Management's portfolio in Q2 2026, its #281 holding.
Everence Capital Management first reported a position in Sanmina in Q1 2017 and has held it in 31 quarters since.
Everence Capital Management's Sanmina position peaked at $914K in Q3 2025.
574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.