Isthmus Partners’s Sanmina SANM Stock Holding History

Isthmus Partners’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
2025 Q3	–	Sell	-5,466	Closed	-$535K	–	223
2025 Q2	$535K	Hold	5,466	–	–	0.06%	139
2025 Q1	$416K	Buy	5,466 +81	+2%	+$6.58K	0.05%	153
2024 Q4	$407K	Buy	5,385 +251	+5%	+$18.7K	0.05%	156
2024 Q3	$351K	Buy	+5,134	New	+$354K	0.04%	161

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Isthmus Partners's SANM Position: Q3 2025 in Review

Isthmus Partners sold out of Sanmina (SANM) in Q3 2025, closing a stake of 5,466 shares — an estimated $535K sold.

Isthmus Partners first reported a position in SANM in Q3 2024 and held it in 4 quarters. The position peaked at $535K in Q2 2025. 384 funds tracked by Wall St. Rank hold SANM as of Q3 2025.

Isthmus Partners reported no remaining Sanmina position as of Q3 2025 after selling out during the quarter.
Isthmus Partners sold 5,466 Sanmina shares in Q3 2025, an estimated $535K.
Isthmus Partners first reported a position in Sanmina in Q3 2024 and held it in 4 quarters.
Isthmus Partners's Sanmina position peaked at $535K in Q2 2025.
384 funds tracked by Wall St. Rank held Sanmina as of Q3 2025.

Based on Isthmus Partners's 13F filing for Q3 2025, filed 10 Nov 2025.