Franklin Resources
SANM icon

Franklin Resources’s Sanmina SANM Stock Holding History

Franklin Resources’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 		$6.74M Sell
26,616
-18,355
-41% -$4.02M ﹤0.01% 1458
2026
Q1 		$5.83M Buy
44,971
+3,199
+8% +$470K ﹤0.01% 1462
2025
Q4 		$6.27M Sell
41,772
-196,358
-82% -$29M ﹤0.01% 1310
2025
Q3 		$27.4M Sell
238,130
-1,448,137
-86% -$163M 0.01% 850
2025
Q2 		$165M Sell
1,686,267
-562,314
-25% -$46.5M 0.04% 346
2025
Q1 		$171M Buy
2,248,581
+406,279
+22% +$33M 0.05% 332
2024
Q4 		$139M Buy
1,842,302
+522,534
+40% +$39M 0.04% 374
2024
Q3 		$89M Buy
1,319,768
+79,565
+6% +$5.49M 0.03% 435
2024
Q2 		$82.2M Buy
1,240,203
+999,521
+415% +$63.9M 0.03% 437
2024
Q1 		$15M Buy
240,682
+214,263
+811% +$12.5M ﹤0.01% 950
2023
Q4 		$1.36M Sell
26,419
-4,855
-16% -$248K ﹤0.01% 1535
2023
Q3 		$1.7M Sell
31,274
-872
-3% -$49K ﹤0.01% 1440
2023
Q2 		$1.94M Buy
32,146
+22,713
+241% +$1.24M ﹤0.01% 1427
2023
Q1 		$575K Buy
9,433
+54
+0.6% +$3.23K ﹤0.01% 1644
2022
Q4 		$537K Buy
9,379
+47
+0.5% +$2.78K ﹤0.01% 1679
2022
Q3 		$430K Buy
9,332
+439
+5% +$20.5K ﹤0.01% 1733
2022
Q2 		$362K Sell
8,893
-4,453
-33% -$184K ﹤0.01% 1811
2022
Q1 		$539K Buy
13,346
+152
+1% +$6.05K ﹤0.01% 1798
2021
Q4 		$548K Buy
13,194
+70
+0.5% +$2.75K ﹤0.01% 1874
2021
Q3 		$505K Buy
+13,124
New +$503K ﹤0.01% 1876

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

Franklin Resources's SANM Position: Q2 2026 in Review

Franklin Resources reduced its Sanmina (SANM) stake by 41% in Q2 2026, selling an estimated $4.02M and leaving 26,616 shares worth $6.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Franklin Resources first reported a position in SANM in Q3 2021 and has held it in 20 quarters since. The position peaked at $171M in Q1 2025. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Franklin Resources held 26,616 shares of Sanmina worth $6.74M as of Q2 2026.
  • Franklin Resources sold 18,355 Sanmina shares in Q2 2026, an estimated $4.02M.
  • Sanmina made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #1458 holding.
  • Franklin Resources first reported a position in Sanmina in Q3 2021 and has held it in 20 quarters since.
  • Franklin Resources's Sanmina position peaked at $171M in Q1 2025.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.