Horizon Investment Services’s Sanmina SANM Stock Holding History

Horizon Investment Services’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	$2.73M	Buy	+10,792	New	+$2.36M	0.76%	39
2023 Q4	–	Sell	-6,569	Closed	-$357K	–	119
2023 Q3	$357K	Sell	6,569 -6,337	-49%	-$356K	0.21%	76
2023 Q2	$778K	Sell	12,906 -155	-1%	-$8.5K	0.48%	55
2023 Q1	$797K	Buy	13,061 +1,356	+12%	+$81.2K	0.51%	56
2022 Q4	$671K	Buy	11,705 +6,890	+143%	+$408K	0.49%	52
2022 Q3	$222K	Buy	+4,815	New	+$224K	0.16%	90
2015 Q2	–	Sell	-112,526	Closed	-$2.72M	–	140
2015 Q1	$2.72M	Buy	112,526 +1,230	+1%	+$28.2K	1.13%	38
2014 Q4	$2.62M	Buy	111,296 +98,491	+769%	+$2.25M	1.24%	35
2014 Q3	$267K	Buy	+12,805	New	+$298K	0.14%	100

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

Horizon Investment Services's SANM Position: Q2 2026 in Review

Horizon Investment Services opened a new position in Sanmina (SANM) in Q2 2026: 10,792 shares worth $2.73M. The stake represents 0.76% of the portfolio and ranks #39 among its holdings. This is a return to the name: Horizon Investment Services previously reported a position in SANM as recently as Q3 2023.

Horizon Investment Services first reported a position in SANM in Q3 2014 and has held it in 9 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Horizon Investment Services held 10,792 shares of Sanmina worth $2.73M as of Q2 2026.
Sanmina was a new Horizon Investment Services position in Q2 2026.
Sanmina made up 0.76% of Horizon Investment Services's portfolio in Q2 2026, its #39 holding.
Horizon Investment Services first reported a position in Sanmina in Q3 2014 and has held it in 9 quarters since.
574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Horizon Investment Services's 13F filing for Q2 2026, filed 6 Aug 2026.