Martingale Asset Management’s Sanmina SANM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.89M | Buy |
37,721
+1,343
| +4% | +$197K | 0.12% | 169 |
|
|
2025
Q4 | $5.46M | Sell |
36,378
-10,967
| -23% | -$1.62M | 0.14% | 153 |
|
|
2025
Q3 | $5.45M | Sell |
47,345
-11,033
| -19% | -$1.24M | 0.14% | 149 |
|
|
2025
Q2 | $5.71M | Sell |
58,378
-2,745
| -4% | -$227K | 0.14% | 143 |
|
|
2025
Q1 | $4.66M | Sell |
61,123
-322
| -0.5% | -$26.2K | 0.12% | 161 |
|
|
2024
Q4 | $4.65M | Buy |
61,445
+2,061
| +3% | +$154K | 0.11% | 155 |
|
|
2024
Q3 | $4.06M | Buy |
59,384
+5,671
| +11% | +$391K | 0.09% | 176 |
|
|
2024
Q2 | $3.56M | Buy |
53,713
+26,621
| +98% | +$1.7M | 0.08% | 188 |
|
|
2024
Q1 | $1.68M | Buy |
27,092
+2,048
| +8% | +$119K | 0.03% | 338 |
|
|
2023
Q4 | $1.29M | Sell |
25,044
-32,473
| -56% | -$1.66M | 0.03% | 392 |
|
|
2023
Q3 | $3.12M | Buy |
57,517
+200
| +0.3% | +$11.2K | 0.07% | 192 |
|
|
2023
Q2 | $3.45M | Buy |
57,317
+1,832
| +3% | +$100K | 0.07% | 190 |
|
|
2023
Q1 | $3.38M | Buy |
55,485
+4
| +0% | +$240 | 0.07% | 192 |
|
|
2022
Q4 | $3.18M | Buy |
55,481
+10,022
| +22% | +$593K | 0.06% | 192 |
|
|
2022
Q3 | $2.1M | Sell |
45,459
-1,901
| -4% | -$88.6K | 0.04% | 241 |
|
|
2022
Q2 | $1.93M | Buy |
47,360
+13,306
| +39% | +$550K | 0.04% | 284 |
|
|
2022
Q1 | $1.38M | Sell |
34,054
-1,600
| -4% | -$63.7K | 0.02% | 393 |
|
|
2021
Q4 | $1.48M | Sell |
35,654
-6,500
| -15% | -$256K | 0.02% | 390 |
|
|
2021
Q3 | $1.63M | Sell |
42,154
-500
| -1% | -$19.2K | 0.02% | 369 |
|
|
2021
Q2 | $1.66M | Sell |
42,654
-3,800
| -8% | -$157K | 0.02% | 280 |
|
|
2021
Q1 | $1.92M | Sell |
46,454
-400
| -0.9% | -$14.5K | 0.02% | 277 |
|
|
2020
Q4 | $1.5M | Sell |
46,854
-17,411
| -27% | -$516K | 0.02% | 346 |
|
|
2020
Q3 | $1.74M | Sell |
64,265
-4,898
| -7% | -$133K | 0.02% | 460 |
|
|
2020
Q2 | $1.73M | Buy |
69,163
+303
| +0.4% | +$7.97K | 0.02% | 577 |
|
|
2020
Q1 | $1.88M | Sell |
68,860
-1,200
| -2% | -$35K | 0.02% | 498 |
|
|
2019
Q4 | $2.4M | Buy |
70,060
+4,002
| +6% | +$128K | 0.02% | 558 |
|
|
2019
Q3 | $2.12M | Buy |
66,058
+1,206
| +2% | +$37K | 0.02% | 574 |
|
|
2019
Q2 | $1.96M | Buy |
64,852
+2,500
| +4% | +$75.7K | 0.02% | 593 |
|
|
2019
Q1 | $1.8M | Buy |
62,352
+21,511
| +53% | +$634K | 0.02% | 631 |
|
|
2018
Q4 | $983K | Buy |
40,841
+9,321
| +30% | +$234K | 0.01% | 728 |
|
|
2018
Q3 | $870K | Sell |
31,520
-17
| -0.1% | -$510 | 0.01% | 756 |
|
|
2018
Q2 | $925K | Sell |
31,537
-10,112
| -24% | -$297K | 0.01% | 760 |
|
|
2018
Q1 | $1.09M | Sell |
41,649
-159,223
| -79% | -$4.55M | 0.01% | 708 |
|
|
2017
Q4 | $6.63M | Sell |
200,872
-3,098
| -2% | -$108K | 0.09% | 221 |
|
|
2017
Q3 | $7.58M | Buy |
203,970
+2
| +0% | +$75 | 0.1% | 207 |
|
|
2017
Q2 | $7.77M | Buy |
203,968
+12,814
| +7% | +$487K | 0.11% | 192 |
|
|
2017
Q1 | $7.76M | Buy |
191,154
+85,717
| +81% | +$3.32M | 0.11% | 191 |
|
|
2016
Q4 | $3.87M | Buy |
105,437
+17,718
| +20% | +$561K | 0.05% | 379 |
|
|
2016
Q3 | $2.5M | Buy |
87,719
+15,800
| +22% | +$428K | 0.04% | 452 |
|
|
2016
Q2 | $1.93M | Sell |
71,919
-6,381
| -8% | -$160K | 0.03% | 332 |
|
|
2016
Q1 | $1.83M | Sell |
78,300
-490
| -0.6% | -$9.84K | 0.04% | 339 |
|
|
2015
Q4 | $1.62M | Sell |
78,790
-730
| -0.9% | -$16.2K | 0.04% | 348 |
|
|
2015
Q3 | $1.7M | Buy |
79,520
+1,781
| +2% | +$35.9K | 0.04% | 339 |
|
|
2015
Q2 | $1.57M | Sell |
77,739
-300
| -0.4% | -$6.55K | 0.04% | 373 |
|
|
2015
Q1 | $1.89M | Hold |
78,039
| – | – | 0.05% | 346 |
|
|
2014
Q4 | $1.84M | Sell |
78,039
-6,253
| -7% | -$143K | 0.05% | 342 |
|
|
2014
Q3 | $1.76M | Sell |
84,292
-8,950
| -10% | -$208K | 0.05% | 319 |
|
|
2014
Q2 | $2.13M | Sell |
93,242
-8,806
| -9% | -$178K | 0.07% | 304 |
|
|
2014
Q1 | $1.78M | Sell |
102,048
-942
| -0.9% | -$15.8K | 0.06% | 320 |
|
|
2013
Q4 | $1.72M | Sell |
102,990
-2,703
| -3% | -$43.5K | 0.06% | 366 |
|
|
2013
Q3 | $1.85M | Sell |
105,693
-3,602
| -3% | -$59K | 0.07% | 319 |
|
|
2013
Q2 | $1.57M | Buy |
+109,295
| New | +$1.4M | 0.06% | 339 |
|
Other funds holding SANM
VPM
VCM
AMD
Martingale Asset Management's SANM Position: Q1 2026 in Review
Martingale Asset Management increased its Sanmina (SANM) stake by 3.7% in Q1 2026, buying an estimated $197K and bringing the position to 37,721 shares worth $4.89M. The position accounts for 0.12% of the portfolio, ranked #169.
Martingale Asset Management first reported a position in SANM in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.77M in Q2 2017. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.
- Martingale Asset Management held 37,721 shares of Sanmina worth $4.89M as of Q1 2026.
- Martingale Asset Management bought 1,343 Sanmina shares in Q1 2026, an estimated $197K.
- Sanmina made up 0.12% of Martingale Asset Management's portfolio in Q1 2026, its #169 holding.
- Martingale Asset Management first reported a position in Sanmina in Q2 2013 and has held it in 52 quarters since.
- Martingale Asset Management's Sanmina position peaked at $7.77M in Q2 2017.
- 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.
Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.