Marshall Wace’s Sanmina SANM Stock Holding History

Marshall Wace’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	$28.1M	Buy	111,224 +22,586	+25%	+$4.95M	0.02%	580
2026 Q1	$11.5M	Sell	88,638 -339,881	-79%	-$49.9M	0.01%	908
2025 Q4	$64.3M	Buy	428,519 +359,441	+520%	+$53.1M	0.06%	289
2025 Q3	$7.95M	Sell	69,078 -117,504	-63%	-$13.2M	0.01%	1006
2025 Q2	$18.3M	Buy	186,582 +145,136	+350%	+$12M	0.02%	620
2025 Q1	$3.16M	Buy	+41,446	New	+$3.37M	﹤0.01%	1262
2023 Q3	–	Sell	-140,524	Closed	-$8.47M	–	2617
2023 Q2	$8.47M	Buy	140,524 +136,717	+3,591%	+$7.49M	0.02%	809
2023 Q1	$232K	Sell	3,807 -30,732	-89%	-$1.84M	﹤0.01%	2372
2022 Q4	$1.98M	Buy	+34,539	New	+$2.04M	﹤0.01%	1743
2016 Q2	–	Sell	-124,959	Closed	-$2.92M	–	1142
2016 Q1	$2.92M	Buy	+124,959	New	+$2.51M	0.03%	477
2014 Q4	–	Sell	-61,960	Closed	-$1.29M	–	942
2014 Q3	$1.29M	Buy	+61,960	New	+$1.44M	0.02%	514

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

Marshall Wace's SANM Position: Q2 2026 in Review

Marshall Wace increased its Sanmina (SANM) stake by 25% in Q2 2026, buying an estimated $4.95M and bringing the position to 111,224 shares worth $28.1M. The position accounts for 0.02% of the portfolio, ranked #580.

Marshall Wace first reported a position in SANM in Q3 2014 and has held it in 11 quarters since. The position peaked at $64.3M in Q4 2025. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Marshall Wace held 111,224 shares of Sanmina worth $28.1M as of Q2 2026.
Marshall Wace bought 22,586 Sanmina shares in Q2 2026, an estimated $4.95M.
Sanmina made up 0.02% of Marshall Wace's portfolio in Q2 2026, its #580 holding.
Marshall Wace first reported a position in Sanmina in Q3 2014 and has held it in 11 quarters since.
Marshall Wace's Sanmina position peaked at $64.3M in Q4 2025.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.