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SANM icon

InceptionR’s Sanmina SANM Stock Holding History

InceptionR’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 		$604K Sell
2,386
-5,523
-70% -$1.21M 0.15% 262
2026
Q1 		$1.03M Buy
7,909
+3,941
+99% +$579K 0.25% 121
2025
Q4 		$595K Buy
3,968
+1,679
+73% +$248K 0.17% 229
2025
Q3 		$263K Sell
2,289
-2,678
-54% -$301K 0.06% 505
2025
Q2 		$486K Buy
+4,967
New +$410K 0.11% 325
2024
Q3 		– Sell
-4,519
Closed -$299K – 845
2024
Q2 		$299K Sell
4,519
-413
-8% -$26.4K 0.08% 413
2024
Q1 		$307K Buy
+4,932
New +$287K 0.08% 411
2023
Q1 		– Sell
-9,402
Closed -$539K – 573
2022
Q4 		$539K Buy
+9,402
New +$556K 0.28% 142

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

InceptionR's SANM Position: Q2 2026 in Review

InceptionR reduced its Sanmina (SANM) stake by 70% in Q2 2026, selling an estimated $1.21M and leaving 2,386 shares worth $604K. The position accounts for 0.15% of the portfolio, ranked #262.

InceptionR first reported a position in SANM in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.03M in Q1 2026. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • InceptionR held 2,386 shares of Sanmina worth $604K as of Q2 2026.
  • InceptionR sold 5,523 Sanmina shares in Q2 2026, an estimated $1.21M.
  • Sanmina made up 0.15% of InceptionR's portfolio in Q2 2026, its #262 holding.
  • InceptionR first reported a position in Sanmina in Q4 2022 and has held it in 8 quarters since.
  • InceptionR's Sanmina position peaked at $1.03M in Q1 2026.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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