Morgan Stanley’s Sanmina SANM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $223M | Sell |
881,557
-62,527
| -7% | -$13.7M | 0.01% | 968 |
|
|
2026
Q1 | $122M | Sell |
944,084
-166,576
| -15% | -$24.5M | 0.01% | 1273 |
|
|
2025
Q4 | $167M | Sell |
1,110,660
-230,930
| -17% | -$34.1M | 0.01% | 1051 |
|
|
2025
Q3 | $154M | Buy |
1,341,590
+292,528
| +28% | +$32.9M | 0.01% | 1087 |
|
|
2025
Q2 | $103M | Sell |
1,049,062
-128,835
| -11% | -$10.6M | 0.01% | 1300 |
|
|
2025
Q1 | $89.7M | Sell |
1,177,897
-100,238
| -8% | -$8.14M | 0.01% | 1327 |
|
|
2024
Q4 | $96.7M | Sell |
1,278,135
-103,752
| -8% | -$7.74M | 0.01% | 1270 |
|
|
2024
Q3 | $94.6M | Buy |
1,381,887
+180,961
| +15% | +$12.5M | 0.01% | 1284 |
|
|
2024
Q2 | $79.6M | Sell |
1,200,926
-111,932
| -9% | -$7.16M | 0.01% | 1346 |
|
|
2024
Q1 | $81.6M | Sell |
1,312,858
-137,912
| -10% | -$8.02M | 0.01% | 1332 |
|
|
2023
Q4 | $74.5M | Buy |
1,450,770
+314,941
| +28% | +$16.1M | 0.01% | 1363 |
|
|
2023
Q3 | $61.7M | Buy |
1,135,829
+11,175
| +1% | +$629K | 0.01% | 1388 |
|
|
2023
Q2 | $67.8M | Buy |
1,124,654
+145,059
| +15% | +$7.95M | 0.01% | 1332 |
|
|
2023
Q1 | $59.7M | Sell |
979,595
-110,727
| -10% | -$6.63M | 0.01% | 1396 |
|
|
2022
Q4 | $62.5M | Buy |
1,090,322
+381,997
| +54% | +$22.6M | 0.01% | 1327 |
|
|
2022
Q3 | $32.6M | Buy |
708,325
+41,195
| +6% | +$1.92M | ﹤0.01% | 1688 |
|
|
2022
Q2 | $27.2M | Buy |
667,130
+273,655
| +70% | +$11.3M | ﹤0.01% | 1950 |
|
|
2022
Q1 | $15.9M | Buy |
393,475
+19,168
| +5% | +$763K | ﹤0.01% | 2371 |
|
|
2021
Q4 | $15.5M | Sell |
374,307
-99,171
| -21% | -$3.9M | ﹤0.01% | 2440 |
|
|
2021
Q3 | $18.2M | Sell |
473,478
-118,250
| -20% | -$4.54M | ﹤0.01% | 2185 |
|
|
2021
Q2 | $23.1M | Buy |
591,728
+159,047
| +37% | +$6.56M | ﹤0.01% | 1997 |
|
|
2021
Q1 | $17.9M | Sell |
432,681
-238,746
| -36% | -$8.68M | ﹤0.01% | 2029 |
|
|
2020
Q4 | $21.4M | Buy |
671,427
+264,685
| +65% | +$7.85M | ﹤0.01% | 1754 |
|
|
2020
Q3 | $11M | Sell |
406,742
-86,242
| -17% | -$2.35M | ﹤0.01% | 1950 |
|
|
2020
Q2 | $12.3M | Sell |
492,984
-234,319
| -32% | -$6.17M | ﹤0.01% | 1786 |
|
|
2020
Q1 | $19.8M | Sell |
727,303
-166,028
| -19% | -$4.84M | 0.01% | 1277 |
|
|
2019
Q4 | $30.6M | Buy |
893,331
+413,453
| +86% | +$13.2M | 0.01% | 1287 |
|
|
2019
Q3 | $15.4M | Buy |
479,878
+125,576
| +35% | +$3.85M | ﹤0.01% | 1706 |
|
|
2019
Q2 | $10.7M | Buy |
354,302
+276,897
| +358% | +$8.38M | ﹤0.01% | 2083 |
|
|
2019
Q1 | $2.23M | Sell |
77,405
-404,192
| -84% | -$11.9M | ﹤0.01% | 3498 |
|
|
2018
Q4 | $11.6M | Sell |
481,597
-15,482
| -3% | -$389K | ﹤0.01% | 1970 |
|
|
2018
Q3 | $13.7M | Buy |
497,079
+248,655
| +100% | +$7.45M | ﹤0.01% | 2073 |
|
|
2018
Q2 | $7.28M | Sell |
248,424
-196,020
| -44% | -$5.76M | ﹤0.01% | 2733 |
|
|
2018
Q1 | $11.6M | Buy |
444,444
+134,260
| +43% | +$3.84M | ﹤0.01% | 2201 |
|
|
2017
Q4 | $10.2M | Sell |
310,184
-4,798
| -2% | -$168K | ﹤0.01% | 2364 |
|
|
2017
Q3 | $11.7M | Buy |
314,982
+155,119
| +97% | +$5.79M | ﹤0.01% | 2122 |
|
|
2017
Q2 | $6.09M | Sell |
159,863
-51,156
| -24% | -$1.94M | ﹤0.01% | 2649 |
|
|
2017
Q1 | $8.57M | Sell |
211,019
-104,007
| -33% | -$4.02M | ﹤0.01% | 2357 |
|
|
2016
Q4 | $11.5M | Sell |
315,026
-3,494
| -1% | -$111K | ﹤0.01% | 2097 |
|
|
2016
Q3 | $9.07M | Sell |
318,520
-204,798
| -39% | -$5.55M | ﹤0.01% | 2097 |
|
|
2016
Q2 | $14M | Buy |
523,318
+248,797
| +91% | +$6.23M | 0.01% | 1705 |
|
|
2016
Q1 | $6.42M | Sell |
274,521
-17,306
| -6% | -$348K | ﹤0.01% | 2282 |
|
|
2015
Q4 | $6.01M | Buy |
291,827
+138,183
| +90% | +$3.07M | ﹤0.01% | 2485 |
|
|
2015
Q3 | $3.28M | Buy |
153,644
+10,109
| +7% | +$204K | ﹤0.01% | 3036 |
|
|
2015
Q2 | $2.89M | Buy |
143,535
+27,470
| +24% | +$600K | ﹤0.01% | 3283 |
|
|
2015
Q1 | $2.81M | Sell |
116,065
-377,255
| -76% | -$8.66M | ﹤0.01% | 3261 |
|
|
2014
Q4 | $11.6M | Buy |
493,320
+36,543
| +8% | +$836K | ﹤0.01% | 1921 |
|
|
2014
Q3 | $9.53M | Buy |
456,777
+343,262
| +302% | +$7.99M | ﹤0.01% | 2063 |
|
|
2014
Q2 | $2.59M | Sell |
113,515
-113,087
| -50% | -$2.29M | ﹤0.01% | 3280 |
|
|
2014
Q1 | $3.96M | Buy |
226,602
+155,163
| +217% | +$2.6M | ﹤0.01% | 2799 |
|
|
2013
Q4 | $1.19M | Sell |
71,439
-170,674
| -70% | -$2.75M | ﹤0.01% | 3783 |
|
|
2013
Q3 | $4.24M | Sell |
242,113
-378,893
| -61% | -$6.2M | ﹤0.01% | 2595 |
|
|
2013
Q2 | $8.91M | Buy |
+621,006
| New | +$7.98M | ﹤0.01% | 1796 |
|
Other funds holding SANM
AMD
Morgan Stanley's SANM Position: Q2 2026 in Review
Morgan Stanley reduced its Sanmina (SANM) stake by 6.6% in Q2 2026, selling an estimated $13.7M and leaving 881,557 shares worth $223M. The position accounts for 0.01% of the portfolio, ranked #968.
Morgan Stanley first reported a position in SANM in Q2 2013 and has held it in 53 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.
- Morgan Stanley held 881,557 shares of Sanmina worth $223M as of Q2 2026.
- Morgan Stanley sold 62,527 Sanmina shares in Q2 2026, an estimated $13.7M.
- Sanmina made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #968 holding.
- Morgan Stanley first reported a position in Sanmina in Q2 2013 and has held it in 53 quarters since.
- 573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.