Marathon Capital Management’s Sanmina SANM Stock Holding History

Marathon 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	–	Sell	-5,000	Closed	-$750K	–	180
2025 Q4	$750K	Hold	5,000	–	–	0.16%	86
2025 Q3	$576K	Hold	5,000	–	–	0.13%	93
2025 Q2	$489K	Hold	5,000	–	–	0.12%	95
2025 Q1	$381K	Hold	5,000	–	–	0.1%	105
2024 Q4	$378K	Hold	5,000	–	–	0.09%	108
2024 Q3	$342K	Hold	5,000	–	–	0.08%	110
2024 Q2	$331K	Sell	5,000 -2,500	-33%	-$160K	0.08%	107
2024 Q1	$466K	Hold	7,500	–	–	0.11%	98
2023 Q4	$385K	Buy	+7,500	New	+$383K	0.1%	107
2023 Q3	–	Sell	-7,500	Closed	-$452K	–	167
2023 Q2	$452K	Hold	7,500	–	–	0.11%	100
2023 Q1	$457K	Hold	7,500	–	–	0.11%	103
2022 Q4	$430K	Hold	7,500	–	–	0.12%	99
2022 Q3	$346K	Hold	7,500	–	–	0.1%	112
2022 Q2	$305K	Buy	+7,500	New	+$310K	0.1%	109
2022 Q1	–	Sell	-7,500	Closed	-$311K	–	152
2021 Q4	$311K	Hold	7,500	–	–	0.07%	129
2021 Q3	$290K	Hold	7,500	–	–	0.07%	163
2021 Q2	$292K	Hold	7,500	–	–	0.07%	139
2021 Q1	$310K	Hold	7,500	–	–	0.08%	121
2020 Q4	$239K	Hold	7,500	–	–	0.07%	129
2020 Q3	$202K	Buy	+7,500	New	+$204K	0.07%	133
2020 Q2	–	Sell	-9,630	Closed	-$262K	–	148
2020 Q1	$262K	Sell	9,630 -2,870	-23%	-$83.6K	0.12%	92
2019 Q4	$428K	Hold	12,500	–	–	0.15%	84
2019 Q3	$401K	Hold	12,500	–	–	0.16%	66
2019 Q2	$378K	Hold	12,500	–	–	0.15%	71
2019 Q1	$360K	Hold	12,500	–	–	0.16%	69
2018 Q4	$300K	Hold	12,500	–	–	0.15%	69
2018 Q3	$345K	Hold	12,500	–	–	0.13%	74
2018 Q2	$366K	Buy	+12,500	New	+$367K	0.14%	70

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

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

Marathon Capital Management sold out of Sanmina (SANM) in Q1 2026, closing a stake of 5,000 shares — an estimated $750K sold.

Marathon Capital Management first reported a position in SANM in Q2 2018 and held it in 28 quarters. The position peaked at $750K in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Marathon Capital Management reported no remaining Sanmina position as of Q1 2026 after selling out during the quarter.
Marathon Capital Management sold 5,000 Sanmina shares in Q1 2026, an estimated $750K.
Marathon Capital Management first reported a position in Sanmina in Q2 2018 and held it in 28 quarters.
Marathon Capital Management's Sanmina position peaked at $750K in Q4 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.