GI
SANM icon

GAMMA Investing’s Sanmina SANM Stock Holding History

GAMMA Investing’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 		$844K Buy
3,333
+233
+8% +$51.1K 0.03% 449
2026
Q1 		$402K Sell
3,100
-113
-4% -$16.6K 0.02% 682
2025
Q4 		$482K Buy
3,213
+254
+9% +$37.5K 0.02% 543
2025
Q3 		$341K Buy
2,959
+262
+10% +$29.5K 0.02% 655
2025
Q2 		$264K Buy
2,697
+977
+57% +$80.7K 0.02% 739
2025
Q1 		$131K Buy
1,720
+437
+34% +$35.5K 0.01% 1041
2024
Q4 		$97.1K Buy
1,283
+352
+38% +$26.3K 0.01% 1136
2024
Q3 		$63.7K Buy
931
+437
+88% +$30.2K 0.01% 1314
2024
Q2 		$32.7K Buy
494
+257
+108% +$16.4K ﹤0.01% 1502
2024
Q1 		$14.7K Buy
237
+91
+62% +$5.29K ﹤0.01% 1843
2023
Q4 		$8.73K Buy
+146
New +$7.45K ﹤0.01% 1980

Other funds holding SANM

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

GAMMA Investing's SANM Position: Q2 2026 in Review

GAMMA Investing increased its Sanmina (SANM) stake by 7.5% in Q2 2026, buying an estimated $51.1K and bringing the position to 3,333 shares worth $844K. The position accounts for 0.03% of the portfolio, ranked #449.

GAMMA Investing first reported a position in SANM in Q4 2023 and has held it in 11 quarters since. 74 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • GAMMA Investing held 3,333 shares of Sanmina worth $844K as of Q2 2026.
  • GAMMA Investing bought 233 Sanmina shares in Q2 2026, an estimated $51.1K.
  • Sanmina made up 0.03% of GAMMA Investing's portfolio in Q2 2026, its #449 holding.
  • GAMMA Investing first reported a position in Sanmina in Q4 2023 and has held it in 11 quarters since.
  • 74 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.