MCM
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MAI Capital Management’s Sanmina SANM Stock Holding History

MAI 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 		$52.1K Buy
402
+187
+87% +$27.5K ﹤0.01% 2199
2025
Q4 		$32.3K Sell
215
-62
-22% -$9.15K ﹤0.01% 2259
2025
Q3 		$31.9K Sell
277
-144
-34% -$16.2K ﹤0.01% 2174
2025
Q2 		$41.2K Buy
+421
New +$34.8K ﹤0.01% 1974
2024
Q3 		– Sell
-3,115
Closed -$206K – 1224
2024
Q2 		$206K Sell
3,115
-105
-3% -$6.71K ﹤0.01% 1136
2024
Q1 		$200K Buy
+3,220
New +$187K ﹤0.01% 1127
2023
Q4 		– Sell
-5,726
Closed -$311K – 1146
2023
Q3 		$311K Sell
5,726
-326
-5% -$18.3K ﹤0.01% 808
2023
Q2 		$365K Sell
6,052
-3,991
-40% -$219K 0.01% 750
2023
Q1 		$613K Buy
10,043
+669
+7% +$40.1K 0.01% 566
2022
Q4 		$537K Buy
9,374
+1,179
+14% +$69.8K 0.01% 594
2022
Q3 		$378K Buy
+8,195
New +$382K 0.01% 635

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

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

MAI Capital Management increased its Sanmina (SANM) stake by 87% in Q1 2026, buying an estimated $27.5K and bringing the position to 402 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

MAI Capital Management first reported a position in SANM in Q3 2022 and has held it in 11 quarters since. The position peaked at $613K in Q1 2023. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • MAI Capital Management held 402 shares of Sanmina worth $52.1K as of Q1 2026.
  • MAI Capital Management bought 187 Sanmina shares in Q1 2026, an estimated $27.5K.
  • Sanmina made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2199 holding.
  • MAI Capital Management first reported a position in Sanmina in Q3 2022 and has held it in 11 quarters since.
  • MAI Capital Management's Sanmina position peaked at $613K in Q1 2023.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.