GAMCO Investors’s Sanmina SANM Stock Holding History

GAMCO Investors’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	–	Sell	-12,890	Closed	-$1.93M	–	1059
2025 Q4	$1.93M	Sell	12,890 -9,591	-43%	-$1.42M	0.02%	533
2025 Q3	$2.59M	Sell	22,481 -3,820	-15%	-$430K	0.03%	479
2025 Q2	$2.57M	Buy	+26,301	New	+$2.17M	0.03%	485

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

GAMCO Investors's SANM Position: Q1 2026 in Review

GAMCO Investors sold out of Sanmina (SANM) in Q1 2026, closing a stake of 12,890 shares — an estimated $1.93M sold.

GAMCO Investors first reported a position in SANM in Q2 2025 and held it in 3 quarters. The position peaked at $2.59M in Q3 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

GAMCO Investors reported no remaining Sanmina position as of Q1 2026 after selling out during the quarter.
GAMCO Investors sold 12,890 Sanmina shares in Q1 2026, an estimated $1.93M.
GAMCO Investors first reported a position in Sanmina in Q2 2025 and held it in 3 quarters.
GAMCO Investors's Sanmina position peaked at $2.59M in Q3 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on GAMCO Investors's 13F filing for Q1 2026, filed 14 May 2026.