Kilter Group’s Sanmina SANM Stock Holding History

Kilter Group’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	$10.9K	Buy	84 +60	+250%	+$8.81K	﹤0.01%	379
2025 Q4	$3.6K	Buy	24 +6	+33%	+$886	﹤0.01%	593
2025 Q3	$2.07K	Buy	18 +7	+64%	+$787	﹤0.01%	650
2025 Q2	$1.08K	Buy	+11	New	+$909	﹤0.01%	805

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

Kilter Group's SANM Position: Q1 2026 in Review

Kilter Group increased its Sanmina (SANM) stake by 250% in Q1 2026, buying an estimated $8.81K and bringing the position to 84 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #379.

Kilter Group first reported a position in SANM in Q2 2025 and has held it in 4 quarters since. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Kilter Group held 84 shares of Sanmina worth $10.9K as of Q1 2026.
Kilter Group bought 60 Sanmina shares in Q1 2026, an estimated $8.81K.
Sanmina made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #379 holding.
Kilter Group first reported a position in Sanmina in Q2 2025 and has held it in 4 quarters since.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.