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
Q2 		$1.32M Sell
5,235
-655
-11% -$144K 0.22% 106
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

Kendall Capital Management's SANM Position: Q2 2026 in Review

Kendall Capital Management reduced its Sanmina (SANM) stake by 11% in Q2 2026, selling an estimated $144K and leaving 5,235 shares worth $1.32M. The position accounts for 0.22% of the portfolio, ranked #106.

Kendall Capital Management first reported a position in SANM in Q1 2024 and has held it in 10 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Kendall Capital Management held 5,235 shares of Sanmina worth $1.32M as of Q2 2026.
  • Kendall Capital Management sold 655 Sanmina shares in Q2 2026, an estimated $144K.
  • Sanmina made up 0.22% of Kendall Capital Management's portfolio in Q2 2026, its #106 holding.
  • Kendall Capital Management first reported a position in Sanmina in Q1 2024 and has held it in 10 quarters since.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.