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Michael Gelband’s Sanmina SANM Stock Holding History

Michael Gelband’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 		$10.7M Sell
42,124
-4,911
-10% -$1.08M 0.07% 277
2026
Q1 		$6.1M Buy
+47,035
New +$6.91M 0.05% 377
2025
Q4 		– Sell
-6,747
Closed -$777K – 1998
2025
Q3 		$777K Buy
+6,747
New +$759K 0.01% 1044
2025
Q1 		– Sell
-3,093
Closed -$234K – 1937
2024
Q4 		$234K Buy
+3,093
New +$231K ﹤0.01% 1337
2024
Q3 		– Sell
-14,739
Closed -$976K – 2038
2024
Q2 		$976K Buy
14,739
+6,149
+72% +$393K 0.01% 1028
2024
Q1 		$534K Buy
8,590
+929
+12% +$54K ﹤0.01% 1125
2023
Q4 		$394K Buy
+7,661
New +$391K ﹤0.01% 1104
2023
Q3 		– Sell
-32,997
Closed -$1.99M – 2080
2023
Q2 		$1.99M Sell
32,997
-47,594
-59% -$2.61M 0.02% 807
2023
Q1 		$4.92M Buy
80,591
+10,803
+15% +$647K 0.04% 522
2022
Q4 		$4M Buy
69,788
+47,285
+210% +$2.8M 0.06% 411
2022
Q3 		$1.04M Buy
22,503
+12,014
+115% +$560K 0.01% 1091
2022
Q2 		$427K Buy
+10,489
New +$433K 0.01% 1415
2022
Q1 		– Sell
-11,114
Closed -$461K – 2616
2021
Q4 		$461K Buy
+11,114
New +$437K ﹤0.01% 1464
2021
Q3 		– Sell
-29,724
Closed -$1.16M – 2566
2021
Q2 		$1.16M Buy
+29,724
New +$1.23M 0.01% 927
2021
Q1 		– Sell
-34,083
Closed -$1.09M – 2537
2020
Q4 		$1.09M Buy
+34,083
New +$1.01M 0.01% 805
2020
Q3 		– Sell
-65,574
Closed -$1.64M – 2171
2020
Q2 		$1.64M Buy
+65,574
New +$1.73M 0.04% 511
2019
Q4 		– Sell
-21,274
Closed -$683K – 1840
2019
Q3 		$683K Buy
21,274
+2,066
+11% +$63.4K 0.02% 521
2019
Q2 		$582K Buy
+19,208
New +$582K 0.02% 404

Other funds holding SANM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

Michael Gelband's SANM Position: Q2 2026 in Review

Michael Gelband reduced its Sanmina (SANM) stake by 10% in Q2 2026, selling an estimated $1.08M and leaving 42,124 shares worth $10.7M. The position accounts for 0.07% of the portfolio, ranked #277.

Michael Gelband first reported a position in SANM in Q2 2019 and has held it in 18 quarters since. 571 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Michael Gelband held 42,124 shares of Sanmina worth $10.7M as of Q2 2026.
  • Michael Gelband sold 4,911 Sanmina shares in Q2 2026, an estimated $1.08M.
  • Sanmina made up 0.07% of Michael Gelband's portfolio in Q2 2026, its #277 holding.
  • Michael Gelband first reported a position in Sanmina in Q2 2019 and has held it in 18 quarters since.
  • 571 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on ExodusPoint Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.