Mariner
SANM icon

Mariner’s Sanmina SANM Stock Holding History

Mariner’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 		$1.13M Sell
8,722
-187
-2% -$27.5K ﹤0.01% 1882
2025
Q4 		$1.34M Buy
8,909
+5,073
+132% +$749K ﹤0.01% 1736
2025
Q3 		$442K Sell
3,836
-1,611
-30% -$181K ﹤0.01% 2534
2025
Q2 		$533K Buy
5,447
+547
+11% +$45.2K ﹤0.01% 2281
2025
Q1 		$373K Buy
4,900
+390
+9% +$31.7K ﹤0.01% 2436
2024
Q4 		$341K Buy
4,510
+152
+3% +$11.3K ﹤0.01% 2514
2024
Q3 		$298K Buy
4,358
+6
+0.1% +$414 ﹤0.01% 2573
2024
Q2 		$288K Buy
4,352
+18
+0.4% +$1.15K ﹤0.01% 2482
2024
Q1 		$269K Buy
4,334
+143
+3% +$8.31K ﹤0.01% 2529
2023
Q4 		$215K Sell
4,191
-455
-10% -$23.2K ﹤0.01% 2635
2023
Q3 		$252K Buy
4,646
+348
+8% +$19.6K ﹤0.01% 2307
2023
Q2 		$259K Sell
4,298
-465
-10% -$25.5K ﹤0.01% 2238
2023
Q1 		$290K Buy
4,763
+668
+16% +$40K ﹤0.01% 2095
2022
Q4 		$235K Buy
+4,095
New +$242K ﹤0.01% 2228

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

Mariner's SANM Position: Q1 2026 in Review

Mariner reduced its Sanmina (SANM) stake by 2.1% in Q1 2026, selling an estimated $27.5K and leaving 8,722 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #1882.

Mariner first reported a position in SANM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.34M in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Mariner held 8,722 shares of Sanmina worth $1.13M as of Q1 2026.
  • Mariner sold 187 Sanmina shares in Q1 2026, an estimated $27.5K.
  • Sanmina made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1882 holding.
  • Mariner first reported a position in Sanmina in Q4 2022 and has held it in 14 quarters since.
  • Mariner's Sanmina position peaked at $1.34M in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.