Heartland Advisors’s Sanmina SANM Stock Holding History

Heartland Advisors’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	$12.7M	Buy	50,000 +10,000	+25%	+$2.19M	0.56%	54
2026 Q1	$5.19M	Buy	+40,000	New	+$5.88M	0.26%	152

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

Heartland Advisors's SANM Position: Q2 2026 in Review

Heartland Advisors increased its Sanmina (SANM) stake by 25% in Q2 2026, buying an estimated $2.19M and bringing the position to 50,000 shares worth $12.7M. The position accounts for 0.56% of the portfolio, ranked #54.

Heartland Advisors first reported a position in SANM in Q1 2026 and has held it in 2 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Heartland Advisors held 50,000 shares of Sanmina worth $12.7M as of Q2 2026.
Heartland Advisors bought 10,000 Sanmina shares in Q2 2026, an estimated $2.19M.
Sanmina made up 0.56% of Heartland Advisors's portfolio in Q2 2026, its #54 holding.
Heartland Advisors first reported a position in Sanmina in Q1 2026 and has held it in 2 quarters since.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Heartland Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.