KCM
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Kendall Capital Management’s Sanmina SANM Stock Holding History

Kendall Capital Management’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 		$764K Sell
5,890
-50
-0.8% -$7.35K 0.16% 133
2025
Q4 		$891K Sell
5,940
-450
-7% -$66.4K 0.19% 122
2025
Q3 		$736K Hold
6,390
– – 0.17% 130
2025
Q2 		$625K Sell
6,390
-5
-0.1% -$413 0.17% 133
2025
Q1 		$487K Buy
6,395
+190
+3% +$15.4K 0.14% 145
2024
Q4 		$470K Buy
6,205
+120
+2% +$8.95K 0.14% 150
2024
Q3 		$417K Hold
6,085
– – 0.13% 156
2024
Q2 		$403K Buy
6,085
+735
+14% +$47K 0.13% 154
2024
Q1 		$333K Buy
+5,350
New +$311K 0.11% 167

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

Kendall Capital Management's SANM Position: Q1 2026 in Review

Kendall Capital Management reduced its Sanmina (SANM) stake by 0.84% in Q1 2026, selling an estimated $7.35K and leaving 5,890 shares worth $764K. The position accounts for 0.16% of the portfolio, ranked #133.

Kendall Capital Management first reported a position in SANM in Q1 2024 and has held it in 9 quarters since. The position peaked at $891K in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Kendall Capital Management held 5,890 shares of Sanmina worth $764K as of Q1 2026.
  • Kendall Capital Management sold 50 Sanmina shares in Q1 2026, an estimated $7.35K.
  • Sanmina made up 0.16% of Kendall Capital Management's portfolio in Q1 2026, its #133 holding.
  • Kendall Capital Management first reported a position in Sanmina in Q1 2024 and has held it in 9 quarters since.
  • Kendall Capital Management's Sanmina position peaked at $891K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.