First Eagle Investment Management’s Sanmina SANM Stock Holding History

First Eagle Investment 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	$810K	Buy	+3,200	New	+$701K	﹤0.01%	384
2026 Q1	–	Sell	-15,377	Closed	-$2.31M	–	446
2025 Q4	$2.31M	Sell	15,377 -31,331	-67%	-$4.62M	﹤0.01%	312
2025 Q3	$5.38M	Sell	46,708 -25,864	-36%	-$2.91M	0.01%	244
2025 Q2	$7.1M	Sell	72,572 -38,300	-35%	-$3.16M	0.01%	204
2025 Q1	$8.45M	Sell	110,872 -90,100	-45%	-$7.32M	0.02%	182
2024 Q4	$15.2M	Sell	200,972 -12,800	-6%	-$955K	0.03%	112
2024 Q3	$14.6M	Buy	213,772 +25,100	+13%	+$1.73M	0.03%	124
2024 Q2	$12.5M	Buy	188,672 +2,130	+1%	+$136K	0.03%	134
2024 Q1	$11.6M	Sell	186,542 -55,532	-23%	-$3.23M	0.03%	133
2023 Q4	$12.4M	Buy	242,074 +55,215	+30%	+$2.82M	0.03%	101
2023 Q3	$10.1M	Buy	186,859 +75,359	+68%	+$4.24M	0.03%	101
2023 Q2	$6.72M	Buy	+111,500	New	+$6.11M	0.02%	157

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

First Eagle Investment Management's SANM Position: Q2 2026 in Review

First Eagle Investment Management opened a new position in Sanmina (SANM) in Q2 2026: 3,200 shares worth $810K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: First Eagle Investment Management previously reported a position in SANM as recently as Q4 2025.

First Eagle Investment Management first reported a position in SANM in Q2 2023 and has held it in 12 quarters since. The position peaked at $15.2M in Q4 2024. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

First Eagle Investment Management held 3,200 shares of Sanmina worth $810K as of Q2 2026.
Sanmina was a new First Eagle Investment Management position in Q2 2026.
Sanmina made up ﹤0.01% of First Eagle Investment Management's portfolio in Q2 2026, its #384 holding.
First Eagle Investment Management first reported a position in Sanmina in Q2 2023 and has held it in 12 quarters since.
First Eagle Investment Management's Sanmina position peaked at $15.2M in Q4 2024.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on First Eagle Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.