IEQ Capital’s Sanmina SANM Stock Holding History

IEQ Capital’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 Q1	–	Sell	-2,639	Closed	-$396K	–	2052
2025 Q4	$396K	Buy	+2,639	New	+$390K	﹤0.01%	1429
2025 Q3	–	Sell	-3,068	Closed	-$300K	–	2042
2025 Q2	$300K	Buy	3,068 +36	+1%	+$2.97K	﹤0.01%	1394
2025 Q1	$231K	Buy	+3,032	New	+$246K	﹤0.01%	1306

Other funds holding SANM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $174M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IEQ Capital's SANM Position: Q1 2026 in Review

IEQ Capital sold out of Sanmina (SANM) in Q1 2026, closing a stake of 2,639 shares — an estimated $396K sold.

IEQ Capital first reported a position in SANM in Q1 2025 and held it in 3 quarters. The position peaked at $396K in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

IEQ Capital reported no remaining Sanmina position as of Q1 2026 after selling out during the quarter.
IEQ Capital sold 2,639 Sanmina shares in Q1 2026, an estimated $396K.
IEQ Capital first reported a position in Sanmina in Q1 2025 and held it in 3 quarters.
IEQ Capital's Sanmina position peaked at $396K in Q4 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.