Fuller & Thaler Asset Management
SANM icon

Fuller & Thaler Asset Management’s Sanmina SANM Stock Holding History

Fuller & Thaler Asset 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 		$90.6M Sell
698,678
-33,691
-5% -$4.95M 0.31% 120
2025
Q4 		$110M Buy
732,369
+108,202
+17% +$16M 0.37% 100
2025
Q3 		$71.8M Sell
624,167
-112,428
-15% -$12.6M 0.24% 149
2025
Q2 		$72.1M Buy
736,595
+258,387
+54% +$21.3M 0.26% 139
2025
Q1 		$36.4M Buy
478,208
+33,966
+8% +$2.76M 0.14% 211
2024
Q4 		$33.6M Sell
444,242
-46,743
-10% -$3.49M 0.13% 229
2024
Q3 		$33.6M Sell
490,985
-700,574
-59% -$48.4M 0.13% 223
2024
Q2 		$78.9M Buy
1,191,559
+33,971
+3% +$2.17M 0.34% 96
2024
Q1 		$72M Buy
1,157,588
+144,540
+14% +$8.4M 0.31% 114
2023
Q4 		$52M Sell
1,013,048
-838,016
-45% -$42.8M 0.26% 126
2023
Q3 		$100M Sell
1,851,064
-319,029
-15% -$17.9M 0.58% 60
2023
Q2 		$131M Buy
2,170,093
+31,936
+1% +$1.75M 0.74% 34
2023
Q1 		$130M Buy
2,138,157
+291,703
+16% +$17.5M 0.75% 32
2022
Q4 		$106M Sell
1,846,454
-163,002
-8% -$9.65M 0.67% 45
2022
Q3 		$92.6M Sell
2,009,456
-1,130
-0.1% -$52.7K 0.67% 43
2022
Q2 		$81.9M Sell
2,010,586
-142,557
-7% -$5.89M 0.56% 59
2022
Q1 		$87M Buy
2,153,143
+248,130
+13% +$9.88M 0.52% 63
2021
Q4 		$79M Sell
1,905,013
-4,963
-0.3% -$195K 0.46% 68
2021
Q3 		$73.6M Sell
1,909,976
-123,401
-6% -$4.73M 0.47% 65
2021
Q2 		$79.2M Buy
2,033,377
+4,071
+0.2% +$168K 0.51% 65
2021
Q1 		$84M Sell
2,029,306
-125,411
-6% -$4.56M 0.59% 54
2020
Q4 		$68.7M Buy
2,154,717
+292,157
+16% +$8.66M 0.64% 48
2020
Q3 		$50.4M Buy
1,862,560
+829,325
+80% +$22.6M 0.64% 53
2020
Q2 		$25.9M Buy
1,033,235
+7,473
+0.7% +$197K 0.34% 90
2020
Q1 		$28M Buy
1,025,762
+394,544
+63% +$11.5M 0.47% 80
2019
Q4 		$21.6M Buy
631,218
+1,866
+0.3% +$59.8K 0.24% 122
2019
Q3 		$20.2M Sell
629,352
-88,627
-12% -$2.72M 0.24% 118
2019
Q2 		$21.7M Buy
717,979
+295,158
+70% +$8.94M 0.25% 117
2019
Q1 		$12.2M Buy
+422,821
New +$12.5M 0.15% 135
2018
Q1 		– Sell
-1,600
Closed -$53K – 820
2017
Q4 		$53K Sell
1,600
-31,300
-95% -$1.09M ﹤0.01% 629
2017
Q3 		$1.22M Sell
32,900
-15,200
-32% -$567K 0.01% 278
2017
Q2 		$1.83M Hold
48,100
– – 0.02% 233
2017
Q1 		$1.95M Buy
48,100
+29,700
+161% +$1.15M 0.03% 218
2016
Q4 		$674K Buy
18,400
+12,900
+235% +$408K 0.01% 276
2016
Q3 		$157K Buy
5,500
+4,000
+267% +$108K ﹤0.01% 372
2016
Q2 		$40K Hold
1,500
– – ﹤0.01% 616
2016
Q1 		$35K Sell
1,500
-7,100
-83% -$143K ﹤0.01% 615
2015
Q4 		$177K Buy
8,600
+1,000
+13% +$22.2K ﹤0.01% 397
2015
Q3 		$162K Buy
7,600
+5,196
+216% +$105K ﹤0.01% 415
2015
Q2 		$48K Buy
2,404
+104
+5% +$2.27K ﹤0.01% 573
2015
Q1 		$56K Sell
2,300
-260,410
-99% -$5.98M ﹤0.01% 592
2014
Q4 		$6.18M Buy
262,710
+260,210
+10,408% +$5.95M 0.22% 101
2014
Q3 		$52K Buy
+2,500
New +$58.2K ﹤0.01% 625

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fuller & Thaler Asset Management's SANM Position: Q1 2026 in Review

Fuller & Thaler Asset Management reduced its Sanmina (SANM) stake by 4.6% in Q1 2026, selling an estimated $4.95M and leaving 698,678 shares worth $90.6M. The position accounts for 0.31% of the portfolio, ranked #120.

Fuller & Thaler Asset Management first reported a position in SANM in Q3 2014 and has held it in 43 quarters since. The position peaked at $131M in Q2 2023. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Fuller & Thaler Asset Management held 698,678 shares of Sanmina worth $90.6M as of Q1 2026.
  • Fuller & Thaler Asset Management sold 33,691 Sanmina shares in Q1 2026, an estimated $4.95M.
  • Sanmina made up 0.31% of Fuller & Thaler Asset Management's portfolio in Q1 2026, its #120 holding.
  • Fuller & Thaler Asset Management first reported a position in Sanmina in Q3 2014 and has held it in 43 quarters since.
  • Fuller & Thaler Asset Management's Sanmina position peaked at $131M in Q2 2023.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Fuller & Thaler Asset Management's 13F filing for Q1 2026, filed 14 May 2026.