NICM
SANM icon

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
Q1 		$2.12M Buy
+16,329
New +$2.4M 0.56% 67

Other funds holding SANM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $174M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neo Ivy Capital Management's SANM Position: Q1 2026 in Review

Neo Ivy Capital Management opened a new position in Sanmina (SANM) in Q1 2026: 16,329 shares worth $2.12M. The stake represents 0.56% of the portfolio and ranks #67 among its holdings.

458 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Neo Ivy Capital Management held 16,329 shares of Sanmina worth $2.12M as of Q1 2026.
  • Sanmina was a new Neo Ivy Capital Management position in Q1 2026.
  • Sanmina made up 0.56% of Neo Ivy Capital Management's portfolio in Q1 2026, its #67 holding.
  • 458 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.