Godfrey Financial Associates’s Sanmina SANM Stock Holding History

Godfrey Financial Associates’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	–	Sell	-1	Closed	-$130	–	1120
2026 Q1	$130	Hold	1	–	–	﹤0.01%	1048
2025 Q4	$150	Buy	+1	New	+$148	﹤0.01%	1016

Other funds holding SANM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Godfrey Financial Associates's SANM Position: Q2 2026 in Review

Godfrey Financial Associates sold out of Sanmina (SANM) in Q2 2026, closing a stake of 1 share — an estimated $130 sold.

Godfrey Financial Associates first reported a position in SANM in Q4 2025 and held it in 2 quarters. The position peaked at $150 in Q4 2025. 571 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Godfrey Financial Associates reported no remaining Sanmina position as of Q2 2026 after selling out during the quarter.
Godfrey Financial Associates sold 1 Sanmina share in Q2 2026, an estimated $130.
Godfrey Financial Associates first reported a position in Sanmina in Q4 2025 and held it in 2 quarters.
Godfrey Financial Associates's Sanmina position peaked at $150 in Q4 2025.
571 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.