GI
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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
Q3 		$741K Buy
3,447
+114
+3% +$23.2K 0.03% 528
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

MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing's SANM Position: Q3 2026 in Review

GAMMA Investing increased its Sanmina (SANM) stake by 3.4% in Q3 2026, buying an estimated $23.2K and bringing the position to 3,447 shares worth $741K. The position accounts for 0.03% of the portfolio, ranked #528.

GAMMA Investing first reported a position in SANM in Q4 2023 and has held it in 12 quarters since. The position peaked at $844K in Q2 2026. 15 funds tracked by Wall St. Rank hold SANM as of Q3 2026.

  • GAMMA Investing held 3,447 shares of Sanmina worth $741K as of Q3 2026.
  • GAMMA Investing bought 114 Sanmina shares in Q3 2026, an estimated $23.2K.
  • Sanmina made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #528 holding.
  • GAMMA Investing first reported a position in Sanmina in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's Sanmina position peaked at $844K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Sanmina as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.