Macquarie Group’s Sanmina SANM Stock Holding History

Macquarie 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 Q2	$47.3K	Buy	+187	New	+$41K	﹤0.01%	849
2025 Q4	–	Sell	-10,100	Closed	-$1.16M	–	1380
2025 Q3	$1.16M	Sell	10,100 -3,700	-27%	-$416K	﹤0.01%	1298
2025 Q2	$1.35M	Sell	13,800 -39,200	-74%	-$3.24M	﹤0.01%	1315
2025 Q1	$4.04M	Hold	53,000	–	–	0.01%	1031
2024 Q4	$4.01M	Hold	53,000	–	–	﹤0.01%	999
2024 Q3	$3.63M	Hold	53,000	–	–	﹤0.01%	1046
2024 Q2	$3.51M	Hold	53,000	–	–	﹤0.01%	1061
2024 Q1	$3.3M	Hold	53,000	–	–	﹤0.01%	1084
2023 Q4	$2.72M	Hold	53,000	–	–	﹤0.01%	1134
2023 Q3	$2.88M	Hold	53,000	–	–	﹤0.01%	1065
2023 Q2	$3.19M	Hold	53,000	–	–	﹤0.01%	1040
2023 Q1	$3.23M	Hold	53,000	–	–	﹤0.01%	1022
2022 Q4	$3.04M	Sell	53,000 -7,043	-12%	-$417K	﹤0.01%	1087
2022 Q3	$2.82M	Sell	60,043 -1,208	-2%	-$56.3K	﹤0.01%	1124
2022 Q2	$2.49M	Hold	61,251	–	–	﹤0.01%	1221
2022 Q1	$2.48M	Hold	61,251	–	–	﹤0.01%	1307
2021 Q4	$2.54M	Sell	61,251 -554	-0.9%	-$21.8K	﹤0.01%	1301
2021 Q3	$2.38M	Hold	61,805	–	–	﹤0.01%	1330
2021 Q2	$2.41M	Hold	61,805	–	–	﹤0.01%	1359
2021 Q1	$2.56M	Sell	61,805 -836	-1%	-$30.4K	﹤0.01%	1107
2020 Q4	$2M	Hold	62,641	–	–	﹤0.01%	1101
2020 Q3	$1.69M	Hold	62,641	–	–	﹤0.01%	1087
2020 Q2	$1.57M	Sell	62,641 -259	-0.4%	-$6.82K	﹤0.01%	1080
2020 Q1	$1.72M	Hold	62,900	–	–	﹤0.01%	955
2019 Q4	$2.15M	Hold	62,900	–	–	﹤0.01%	1012
2019 Q3	$2.02M	Hold	62,900	–	–	﹤0.01%	1018
2019 Q2	$1.91M	Buy	62,900 +3,600	+6%	+$109K	﹤0.01%	1029
2019 Q1	$1.71M	Hold	59,300	–	–	﹤0.01%	1037
2018 Q4	$1.43M	Hold	59,300	–	–	﹤0.01%	1048
2018 Q3	$1.64M	Sell	59,300 -3,700	-6%	-$111K	﹤0.01%	1070
2018 Q2	$1.84M	Buy	63,000 +3,700	+6%	+$109K	﹤0.01%	1016
2018 Q1	$1.55M	Hold	59,300	–	–	﹤0.01%	1067
2017 Q4	$1.96M	Sell	59,300 -1,000	-2%	-$34.9K	﹤0.01%	1036
2017 Q3	$2.24M	Buy	60,300 +1,000	+2%	+$37.3K	﹤0.01%	947
2017 Q2	$2.26M	Hold	59,300	–	–	﹤0.01%	946
2017 Q1	$2.41M	Hold	59,300	–	–	﹤0.01%	928
2016 Q4	$2.17M	Hold	59,300	–	–	﹤0.01%	934
2016 Q3	$1.69M	Hold	59,300	–	–	﹤0.01%	1002
2016 Q2	$1.59M	Hold	59,300	–	–	﹤0.01%	1020
2016 Q1	$1.39M	Sell	59,300 -48,596	-45%	-$976K	﹤0.01%	1047
2015 Q4	$2.22M	Buy	107,896 +20,465	+23%	+$455K	﹤0.01%	910
2015 Q3	$1.87M	Buy	+87,431	New	+$1.76M	﹤0.01%	989

Other funds holding SANM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Macquarie Group's SANM Position: Q2 2026 in Review

Macquarie Group opened a new position in Sanmina (SANM) in Q2 2026: 187 shares worth $47.3K. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings. This is a return to the name: Macquarie Group previously reported a position in SANM as recently as Q3 2025.

Macquarie Group first reported a position in SANM in Q3 2015 and has held it in 42 quarters since. The position peaked at $4.04M in Q1 2025. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Macquarie Group held 187 shares of Sanmina worth $47.3K as of Q2 2026.
Sanmina was a new Macquarie Group position in Q2 2026.
Sanmina made up ﹤0.01% of Macquarie Group's portfolio in Q2 2026, its #849 holding.
Macquarie Group first reported a position in Sanmina in Q3 2015 and has held it in 42 quarters since.
Macquarie Group's Sanmina position peaked at $4.04M in Q1 2025.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Macquarie Group's 13F filing for Q2 2026, filed 14 Aug 2026.