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 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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

AMD

Advanced Micro Devices Santa Clara, California $174M AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kemnay Advisory Services's SANM Position: Q1 2026 in Review

Kemnay Advisory Services reduced its Sanmina (SANM) stake by 59% in Q1 2026, selling an estimated $67.7K and leaving 317 shares worth $41.1K. The position accounts for 0.01% of the portfolio, ranked #330.

Kemnay Advisory Services first reported a position in SANM in Q2 2017 and has held it in 4 quarters since. The position peaked at $816K in Q3 2017. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Kemnay Advisory Services held 317 shares of Sanmina worth $41.1K as of Q1 2026.
Kemnay Advisory Services sold 461 Sanmina shares in Q1 2026, an estimated $67.7K.
Sanmina made up 0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #330 holding.
Kemnay Advisory Services first reported a position in Sanmina in Q2 2017 and has held it in 4 quarters since.
Kemnay Advisory Services's Sanmina position peaked at $816K in Q3 2017.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.