Neo Ivy Capital Management’s Sanmina SANM Stock Holding History

Neo Ivy Capital Management’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	–	Sell	-16,329	Closed	-$2.12M	–	481
2026 Q1	$2.12M	Buy	+16,329	New	+$2.4M	0.56%	67

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's SANM Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Sanmina (SANM) in Q2 2026, closing a stake of 16,329 shares — an estimated $2.12M sold.

Neo Ivy Capital Management first reported a position in SANM in Q1 2026 and held it in 1 quarter. The position peaked at $2.12M in Q1 2026. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Neo Ivy Capital Management reported no remaining Sanmina position as of Q2 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 16,329 Sanmina shares in Q2 2026, an estimated $2.12M.
Neo Ivy Capital Management first reported a position in Sanmina in Q1 2026 and held it in 1 quarter.
Neo Ivy Capital Management's Sanmina position peaked at $2.12M in Q1 2026.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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