Grantham, Mayo, Van Otterloo & Co (GMO)’s Sanmina SANM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,618
| Closed | -$393K | – | 715 |
|
|
2025
Q4 | $393K | Buy |
+2,618
| New | +$386K | ﹤0.01% | 597 |
|
|
2023
Q4 | – | Sell |
-7,728
| Closed | -$419K | – | 572 |
|
|
2023
Q3 | $419K | Sell |
7,728
-55,206
| -88% | -$3.1M | ﹤0.01% | 507 |
|
|
2023
Q2 | $3.79M | Buy |
62,934
+2,589
| +4% | +$142K | 0.02% | 367 |
|
|
2023
Q1 | $3.68M | Buy |
60,345
+19,300
| +47% | +$1.16M | 0.02% | 359 |
|
|
2022
Q4 | $2.35M | Buy |
41,045
+20,000
| +95% | +$1.18M | 0.01% | 415 |
|
|
2022
Q3 | $970K | Sell |
21,045
-16,700
| -44% | -$778K | 0.01% | 503 |
|
|
2022
Q2 | $1.54M | Sell |
37,745
-52,700
| -58% | -$2.18M | 0.01% | 470 |
|
|
2022
Q1 | $3.66M | Buy |
90,445
+25,400
| +39% | +$1.01M | 0.02% | 384 |
|
|
2021
Q4 | $2.7M | Sell |
65,045
-106,286
| -62% | -$4.18M | 0.01% | 422 |
|
|
2021
Q3 | $6.6M | Sell |
171,331
-195,454
| -53% | -$7.5M | 0.03% | 298 |
|
|
2021
Q2 | $14.3M | Sell |
366,785
-80,000
| -18% | -$3.3M | 0.07% | 206 |
|
|
2021
Q1 | $18.5M | Sell |
446,785
-15,300
| -3% | -$556K | 0.1% | 162 |
|
|
2020
Q4 | $14.7M | Sell |
462,085
-476,200
| -51% | -$14.1M | 0.09% | 149 |
|
|
2020
Q3 | $25.4M | Sell |
938,285
-31,400
| -3% | -$855K | 0.18% | 73 |
|
|
2020
Q2 | $24.3M | Sell |
969,685
-58,200
| -6% | -$1.53M | 0.18% | 74 |
|
|
2020
Q1 | $28M | Buy |
1,027,885
+28,600
| +3% | +$833K | 0.23% | 70 |
|
|
2019
Q4 | $34.2M | Buy |
999,285
+27,350
| +3% | +$876K | 0.23% | 70 |
|
|
2019
Q3 | $31.2M | Buy |
971,935
+343,335
| +55% | +$10.5M | 0.22% | 74 |
|
|
2019
Q2 | $19M | Buy |
628,600
+231,800
| +58% | +$7.02M | 0.13% | 113 |
|
|
2019
Q1 | $11.4M | Buy |
396,800
+374,000
| +1,640% | +$11M | 0.08% | 164 |
|
|
2018
Q4 | $549K | Buy |
+22,800
| New | +$574K | ﹤0.01% | 423 |
|
|
2018
Q1 | – | Sell |
-15,900
| Closed | -$525K | – | 623 |
|
|
2017
Q4 | $525K | Sell |
15,900
-98,993
| -86% | -$3.46M | ﹤0.01% | 452 |
|
|
2017
Q3 | $4.27M | Sell |
114,893
-62,200
| -35% | -$2.32M | 0.03% | 236 |
|
|
2017
Q2 | $6.75M | Sell |
177,093
-17,800
| -9% | -$676K | 0.04% | 211 |
|
|
2017
Q1 | $7.91M | Sell |
194,893
-18,588
| -9% | -$719K | 0.04% | 197 |
|
|
2016
Q4 | $7.82M | Sell |
213,481
-72,714
| -25% | -$2.3M | 0.04% | 210 |
|
|
2016
Q3 | $8.15M | Sell |
286,195
-70,698
| -20% | -$1.91M | 0.04% | 222 |
|
|
2016
Q2 | $9.57M | Buy |
356,893
+116,093
| +48% | +$2.91M | 0.04% | 233 |
|
|
2016
Q1 | $5.63M | Buy |
240,800
+67,400
| +39% | +$1.35M | 0.02% | 286 |
|
|
2015
Q4 | $3.57M | Buy |
+173,400
| New | +$3.86M | 0.01% | 289 |
|
|
2014
Q1 | – | Sell |
-11,823
| Closed | -$197K | – | 631 |
|
|
2013
Q4 | $197K | Buy |
+11,823
| New | +$190K | ﹤0.01% | 652 |
|
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Grantham, Mayo, Van Otterloo & Co (GMO)'s SANM Position: Q1 2026 in Review
Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Sanmina (SANM) in Q1 2026, closing a stake of 2,618 shares — an estimated $393K sold.
Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SANM in Q4 2013 and held it in 31 quarters. The position peaked at $34.2M in Q4 2019. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.
- Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Sanmina position as of Q1 2026 after selling out during the quarter.
- Grantham, Mayo, Van Otterloo & Co (GMO) sold 2,618 Sanmina shares in Q1 2026, an estimated $393K.
- Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Sanmina in Q4 2013 and held it in 31 quarters.
- Grantham, Mayo, Van Otterloo & Co (GMO)'s Sanmina position peaked at $34.2M in Q4 2019.
- 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.
Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.