Kemnay Advisory Services’s Sanmina SANM Stock Holding History

Kemnay Advisory Services’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	–	Sell	-317	Closed	-$41.1K	–	1331
2026 Q1	$41.1K	Sell	317 -461	-59%	-$67.7K	0.01%	330
2025 Q4	$117K	Buy	+778	New	+$115K	0.02%	119
2017 Q4	–	Sell	-21,976	Closed	-$816K	–	131
2017 Q3	$816K	Buy	21,976 +7,757	+55%	+$290K	0.35%	72
2017 Q2	$542K	Buy	+14,219	New	+$540K	0.31%	80

Other funds holding SANM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Kemnay Advisory Services's SANM Position: Q2 2026 in Review

Kemnay Advisory Services sold out of Sanmina (SANM) in Q2 2026, closing a stake of 317 shares — an estimated $41.1K sold.

Kemnay Advisory Services first reported a position in SANM in Q2 2017 and held it in 4 quarters. The position peaked at $816K in Q3 2017. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Kemnay Advisory Services reported no remaining Sanmina position as of Q2 2026 after selling out during the quarter.
Kemnay Advisory Services sold 317 Sanmina shares in Q2 2026, an estimated $41.1K.
Kemnay Advisory Services first reported a position in Sanmina in Q2 2017 and held it in 4 quarters.
Kemnay Advisory Services's Sanmina position peaked at $816K in Q3 2017.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Kemnay Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.