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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

InceptionR's SANM Position: Q1 2026 in Review

InceptionR increased its Sanmina (SANM) stake by 99% in Q1 2026, buying an estimated $579K and bringing the position to 7,909 shares worth $1.03M. The position accounts for 0.25% of the portfolio, ranked #121.

InceptionR first reported a position in SANM in Q4 2022 and has held it in 7 quarters since. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • InceptionR held 7,909 shares of Sanmina worth $1.03M as of Q1 2026.
  • InceptionR bought 3,941 Sanmina shares in Q1 2026, an estimated $579K.
  • Sanmina made up 0.25% of InceptionR's portfolio in Q1 2026, its #121 holding.
  • InceptionR first reported a position in Sanmina in Q4 2022 and has held it in 7 quarters since.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.