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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
Q2 		$3.5M Sell
13,848
-10,030
-42% -$2.2M 0.16% 126
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

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

Foster & Motley's SANM Position: Q2 2026 in Review

Foster & Motley reduced its Sanmina (SANM) stake by 42% in Q2 2026, selling an estimated $2.2M and leaving 13,848 shares worth $3.5M. The position accounts for 0.16% of the portfolio, ranked #126.

Foster & Motley first reported a position in SANM in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.88M in Q4 2025. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Foster & Motley held 13,848 shares of Sanmina worth $3.5M as of Q2 2026.
  • Foster & Motley sold 10,030 Sanmina shares in Q2 2026, an estimated $2.2M.
  • Sanmina made up 0.16% of Foster & Motley's portfolio in Q2 2026, its #126 holding.
  • Foster & Motley first reported a position in Sanmina in Q1 2025 and has held it in 6 quarters since.
  • Foster & Motley's Sanmina position peaked at $3.88M in Q4 2025.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Foster & Motley's 13F filing for Q2 2026, filed 7 Aug 2026.