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Kennedy Capital Management’s Sanmina SANM Stock Holding History

Kennedy 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 		$3.25M Buy
+12,853
New +$2.82M 0.06% 388
2025
Q3 		– Sell
-79,626
Closed -$7.79M – 605
2025
Q2 		$7.79M Buy
+79,626
New +$6.58M 0.19% 203
2019
Q3 		– Sell
-90,809
Closed -$2.75M – 717
2019
Q2 		$2.75M Sell
90,809
-379,415
-81% -$11.5M 0.07% 482
2019
Q1 		$13.6M Sell
470,224
-191,402
-29% -$5.64M 0.32% 64
2018
Q4 		$15.9M Sell
661,626
-7,440
-1% -$187K 0.4% 39
2018
Q3 		$18.5M Sell
669,066
-10,019
-1% -$300K 0.34% 58
2018
Q2 		$19.9M Buy
+679,085
New +$20M 0.37% 43
2016
Q3 		– Sell
-254,879
Closed -$6.83M – 745
2016
Q2 		$6.83M Sell
254,879
-70,657
-22% -$1.77M 0.14% 267
2016
Q1 		$7.61M Buy
325,536
+36,323
+13% +$730K 0.15% 224
2015
Q4 		$5.95M Sell
289,213
-201,006
-41% -$4.47M 0.12% 310
2015
Q3 		$10.5M Sell
490,219
-2,078
-0.4% -$41.9K 0.21% 135
2015
Q2 		$9.93M Sell
492,297
-1,384
-0.3% -$30.2K 0.18% 192
2015
Q1 		$11.9M Sell
493,681
-626
-0.1% -$14.4K 0.21% 148
2014
Q4 		$11.6M Sell
494,307
-749
-0.2% -$17.1K 0.21% 147
2014
Q3 		$10.3M Buy
495,056
+31,001
+7% +$721K 0.2% 167
2014
Q2 		$10.6M Buy
464,055
+13,027
+3% +$264K 0.2% 175
2014
Q1 		$7.87M Sell
451,028
-15,637
-3% -$262K 0.15% 268
2013
Q4 		$7.79M Sell
466,665
-168,639
-27% -$2.71M 0.14% 274
2013
Q3 		$11.1M Sell
635,304
-342,704
-35% -$5.61M 0.21% 154
2013
Q2 		$14M Buy
+978,008
New +$12.6M 0.29% 94

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 $3.37T AUM 44.26% 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

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

Kennedy Capital Management opened a new position in Sanmina (SANM) in Q2 2026: 12,853 shares worth $3.25M. The stake represents 0.06% of the portfolio and ranks #388 among its holdings. This is a return to the name: Kennedy Capital Management previously reported a position in SANM as recently as Q2 2025.

Kennedy Capital Management first reported a position in SANM in Q2 2013 and has held it in 20 quarters since. The position peaked at $19.9M in Q2 2018. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Kennedy Capital Management held 12,853 shares of Sanmina worth $3.25M as of Q2 2026.
  • Sanmina was a new Kennedy Capital Management position in Q2 2026.
  • Sanmina made up 0.06% of Kennedy Capital Management's portfolio in Q2 2026, its #388 holding.
  • Kennedy Capital Management first reported a position in Sanmina in Q2 2013 and has held it in 20 quarters since.
  • Kennedy Capital Management's Sanmina position peaked at $19.9M in Q2 2018.
  • 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.