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 Q2	$95.7M	Sell	378,111 -259,277	-41%	-$56.8M	0.89%	17
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

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

Frontier Capital Management's SANM Position: Q2 2026 in Review

Frontier Capital Management reduced its Sanmina (SANM) stake by 41% in Q2 2026, selling an estimated $56.8M and leaving 378,111 shares worth $95.7M. The position accounts for 0.89% of the portfolio, ranked #17.

Frontier Capital Management first reported a position in SANM in Q4 2023 and has held it in 11 quarters since. The position peaked at $121M in Q2 2025. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Frontier Capital Management held 378,111 shares of Sanmina worth $95.7M as of Q2 2026.
Frontier Capital Management sold 259,277 Sanmina shares in Q2 2026, an estimated $56.8M.
Sanmina made up 0.89% of Frontier Capital Management's portfolio in Q2 2026, its #17 holding.
Frontier Capital Management first reported a position in Sanmina in Q4 2023 and has held it in 11 quarters since.
Frontier Capital Management's Sanmina position peaked at $121M in Q2 2025.
574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Frontier Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.