Janus Henderson Group
SANM icon

Janus Henderson Group’s Sanmina SANM Stock Holding History

Janus Henderson Group’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 		$4.4M Sell
33,933
-93,638
-73% -$13.8M ﹤0.01% 999
2025
Q4 		$19.1M Sell
127,571
-52,142
-29% -$7.7M 0.01% 617
2025
Q3 		$20.7M Buy
179,713
+156,155
+663% +$17.6M 0.01% 613
2025
Q2 		$2.3M Hold
23,558
– – ﹤0.01% 1223
2025
Q1 		$1.81M Sell
23,558
-1,800
-7% -$146K ﹤0.01% 1330
2024
Q4 		$1.92M Sell
25,358
-94,066
-79% -$7.02M ﹤0.01% 1329
2024
Q3 		$8.17M Sell
119,424
-95
-0.1% -$6.56K ﹤0.01% 729
2024
Q2 		$7.92M Sell
119,519
-15,288
-11% -$978K ﹤0.01% 718
2024
Q1 		$8.38M Buy
134,807
+52,995
+65% +$3.08M ﹤0.01% 734
2023
Q4 		$4.2M Buy
81,812
+56,122
+218% +$2.86M ﹤0.01% 890
2023
Q3 		$1.39M Sell
25,690
-5
-0% -$281 ﹤0.01% 1377
2023
Q2 		$1.55M Sell
25,695
-23
-0.1% -$1.26K ﹤0.01% 1372
2023
Q1 		$1.57M Buy
25,718
+14,164
+123% +$848K ﹤0.01% 1396
2022
Q4 		$662K Sell
11,554
-14,754
-56% -$873K ﹤0.01% 1560
2022
Q3 		$1.21M Buy
26,308
+13,155
+100% +$613K ﹤0.01% 1540
2022
Q2 		$535K Sell
13,153
-18
-0.1% -$744 ﹤0.01% 1726
2022
Q1 		$532K Sell
13,171
-5
-0% -$199 ﹤0.01% 1875
2021
Q4 		$546K Buy
13,176
+6,625
+101% +$260K ﹤0.01% 1842
2021
Q3 		$253K Buy
+6,551
New +$251K ﹤0.01% 1968

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

Janus Henderson Group's SANM Position: Q1 2026 in Review

Janus Henderson Group reduced its Sanmina (SANM) stake by 73% in Q1 2026, selling an estimated $13.8M and leaving 33,933 shares worth $4.4M. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Janus Henderson Group first reported a position in SANM in Q3 2021 and has held it in 19 quarters since. The position peaked at $20.7M in Q3 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Janus Henderson Group held 33,933 shares of Sanmina worth $4.4M as of Q1 2026.
  • Janus Henderson Group sold 93,638 Sanmina shares in Q1 2026, an estimated $13.8M.
  • Sanmina made up ﹤0.01% of Janus Henderson Group's portfolio in Q1 2026, its #999 holding.
  • Janus Henderson Group first reported a position in Sanmina in Q3 2021 and has held it in 19 quarters since.
  • Janus Henderson Group's Sanmina position peaked at $20.7M in Q3 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Janus Henderson Group's 13F filing for Q1 2026, filed 15 May 2026.