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Hennessy Advisors Inc’s Sanmina SANM Stock Holding History

Hennessy Advisors Inc’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 		$87.9M Buy
347,400
+42,500
+14% +$9.31M 2.81% 2
2026
Q1 		$39.5M Sell
304,900
-31,900
-9% -$4.69M 1.43% 12
2025
Q4 		$50.5M Sell
336,800
-18,800
-5% -$2.78M 1.79% 6
2025
Q3 		$40.9M Buy
+355,600
New +$40M 1.41% 20
2017
Q4 		– Sell
-994,663
Closed -$37M – 351
2017
Q3 		$37M Sell
994,663
-94,400
-9% -$3.52M 1.15% 25
2017
Q2 		$41.5M Sell
1,089,063
-46,800
-4% -$1.78M 1.28% 19
2017
Q1 		$46.1M Sell
1,135,863
-134,000
-11% -$5.18M 1.36% 14
2016
Q4 		$46.5M Buy
+1,269,863
New +$40.2M 1.38% 15

Other funds holding SANM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

Hennessy Advisors Inc's SANM Position: Q2 2026 in Review

Hennessy Advisors Inc increased its Sanmina (SANM) stake by 14% in Q2 2026, buying an estimated $9.31M and bringing the position to 347,400 shares worth $87.9M. The position accounts for 2.81% of the portfolio, ranked #2.

Hennessy Advisors Inc first reported a position in SANM in Q4 2016 and has held it in 8 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Hennessy Advisors Inc held 347,400 shares of Sanmina worth $87.9M as of Q2 2026.
  • Hennessy Advisors Inc bought 42,500 Sanmina shares in Q2 2026, an estimated $9.31M.
  • Sanmina made up 2.81% of Hennessy Advisors Inc's portfolio in Q2 2026, its #2 holding.
  • Hennessy Advisors Inc first reported a position in Sanmina in Q4 2016 and has held it in 8 quarters since.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.