Frontier Capital Management’s Sanmina SANM Stock Holding History

Frontier 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 Q1	$82.6M	Sell	637,388 -1,353	-0.2%	-$199K	0.85%	24
2025 Q4	$95.9M	Sell	638,741 -153,337	-19%	-$22.6M	1.02%	15
2025 Q3	$91.2M	Sell	792,078 -439,806	-36%	-$49.5M	0.82%	20
2025 Q2	$121M	Buy	1,231,884 +213,025	+21%	+$17.6M	1.12%	9
2025 Q1	$77.6M	Buy	1,018,859 +13,701	+1%	+$1.11M	0.85%	18
2024 Q4	$76.1M	Buy	1,005,158 +90,627	+10%	+$6.76M	0.72%	35
2024 Q3	$62.6M	Sell	914,531 -28,720	-3%	-$1.98M	0.59%	48
2024 Q2	$62.5M	Buy	943,251 +88,934	+10%	+$5.69M	0.62%	41
2024 Q1	$53.1M	Buy	854,317 +795,002	+1,340%	+$46.2M	0.5%	69
2023 Q4	$3.05M	Buy	+59,315	New	+$3.03M	0.03%	249

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

Frontier Capital Management's SANM Position: Q1 2026 in Review

Frontier Capital Management reduced its Sanmina (SANM) stake by 0.21% in Q1 2026, selling an estimated $199K and leaving 637,388 shares worth $82.6M. The position accounts for 0.85% of the portfolio, ranked #24.

Frontier Capital Management first reported a position in SANM in Q4 2023 and has held it in 10 quarters since. The position peaked at $121M in Q2 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Frontier Capital Management held 637,388 shares of Sanmina worth $82.6M as of Q1 2026.
Frontier Capital Management sold 1,353 Sanmina shares in Q1 2026, an estimated $199K.
Sanmina made up 0.85% of Frontier Capital Management's portfolio in Q1 2026, its #24 holding.
Frontier Capital Management first reported a position in Sanmina in Q4 2023 and has held it in 10 quarters since.
Frontier Capital Management's Sanmina position peaked at $121M in Q2 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Frontier Capital Management's 13F filing for Q1 2026, filed 15 May 2026.