GACM
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Global Alpha Capital Management’s Sanmina SANM Stock Holding History

Global Alpha 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
Q1 		$78.1M Buy
602,562
+37,930
+7% +$5.57M 4.7% 2
2025
Q4 		$84.7M Sell
564,632
-251,259
-31% -$37.1M 5.17% 2
2025
Q3 		$93.9M Sell
815,891
-53,000
-6% -$5.96M 5.37% 2
2025
Q2 		$85M Buy
868,891
+54,200
+7% +$4.48M 5.3% 2
2025
Q1 		$62.1M Buy
814,691
+63,500
+8% +$5.16M 4.52% 2
2024
Q4 		$56.8M Sell
751,191
-171,200
-19% -$12.8M 4.12% 4
2024
Q3 		$63.1M Buy
922,391
+149,600
+19% +$10.3M 4.1% 6
2024
Q2 		$51.2M Buy
772,791
+25,600
+3% +$1.64M 3.73% 7
2024
Q1 		$46.5M Buy
747,191
+69,300
+10% +$4.03M 3.45% 9
2023
Q4 		$34.8M Buy
677,891
+145,780
+27% +$7.44M 2.8% 12
2023
Q3 		$28.9M Buy
532,111
+200
+0% +$11.2K 2.9% 12
2023
Q2 		$32.1M Sell
531,911
-12,667
-2% -$694K 3% 12
2023
Q1 		$33.2M Buy
544,578
+189,138
+53% +$11.3M 3.01% 11
2022
Q4 		$20.4M Buy
355,440
+18,900
+6% +$1.12M 1.99% 23
2022
Q3 		$15.5M Buy
336,540
+84,700
+34% +$3.95M 1.55% 28
2022
Q2 		$10.3M Buy
+251,840
New +$10.4M 1.11% 31

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

Global Alpha Capital Management's SANM Position: Q1 2026 in Review

Global Alpha Capital Management increased its Sanmina (SANM) stake by 6.7% in Q1 2026, buying an estimated $5.57M and bringing the position to 602,562 shares worth $78.1M. The position accounts for 4.7% of the portfolio, ranked #2.

Global Alpha Capital Management first reported a position in SANM in Q2 2022 and has held it in 16 quarters since. The position peaked at $93.9M in Q3 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Global Alpha Capital Management held 602,562 shares of Sanmina worth $78.1M as of Q1 2026.
  • Global Alpha Capital Management bought 37,930 Sanmina shares in Q1 2026, an estimated $5.57M.
  • Sanmina made up 4.7% of Global Alpha Capital Management's portfolio in Q1 2026, its #2 holding.
  • Global Alpha Capital Management first reported a position in Sanmina in Q2 2022 and has held it in 16 quarters since.
  • Global Alpha Capital Management's Sanmina position peaked at $93.9M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Global Alpha Capital Management's 13F filing for Q1 2026, filed 11 May 2026.