Foster & Motley’s Sanmina SANM Stock Holding History

Foster & Motley’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	$3.1M	Sell	23,878 -2,012	-8%	-$296K	0.16%	137
2025 Q4	$3.88M	Sell	25,890 -211	-0.8%	-$31.1K	0.21%	112
2025 Q3	$3M	Sell	26,101 -190	-0.7%	-$21.4K	0.16%	135
2025 Q2	$2.57M	Buy	26,291 +13,237	+101%	+$1.09M	0.15%	141
2025 Q1	$994K	Buy	+13,054	New	+$1.06M	0.06%	219

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

Foster & Motley's SANM Position: Q1 2026 in Review

Foster & Motley reduced its Sanmina (SANM) stake by 7.8% in Q1 2026, selling an estimated $296K and leaving 23,878 shares worth $3.1M. The position accounts for 0.16% of the portfolio, ranked #137.

Foster & Motley first reported a position in SANM in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.88M in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Foster & Motley held 23,878 shares of Sanmina worth $3.1M as of Q1 2026.
Foster & Motley sold 2,012 Sanmina shares in Q1 2026, an estimated $296K.
Sanmina made up 0.16% of Foster & Motley's portfolio in Q1 2026, its #137 holding.
Foster & Motley first reported a position in Sanmina in Q1 2025 and has held it in 5 quarters since.
Foster & Motley's Sanmina position peaked at $3.88M in Q4 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.