Nomura Asset Management’s Sanmina SANM Stock Holding History

Nomura Asset 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	$84.3K	Sell	333 -257	-44%	-$56.3K	﹤0.01%	927
2026 Q1	$76.5K	Sell	590 -180	-23%	-$26.4K	﹤0.01%	1030
2025 Q4	$116K	Hold	770	–	–	﹤0.01%	933
2025 Q3	$88.6K	Hold	770	–	–	﹤0.01%	971
2025 Q2	$75.3K	Hold	770	–	–	﹤0.01%	1001
2025 Q1	$58.7K	Sell	770 -180	-19%	-$14.6K	﹤0.01%	1052
2024 Q4	$71.9K	Hold	950	–	–	﹤0.01%	1004
2024 Q3	$65K	Hold	950	–	–	﹤0.01%	1019
2024 Q2	$62.9K	Buy	950 +220	+30%	+$14.1K	﹤0.01%	1001
2024 Q1	$45.4K	Hold	730	–	–	﹤0.01%	1096
2023 Q4	$37.5K	Hold	730	–	–	﹤0.01%	1147
2023 Q3	$39.6K	Hold	730	–	–	﹤0.01%	1095
2023 Q2	$44K	Hold	730	–	–	﹤0.01%	1082
2023 Q1	$44.5K	Sell	730 -240	-25%	-$14.4K	﹤0.01%	1050
2022 Q4	$55.6K	Hold	970	–	–	﹤0.01%	1016
2022 Q3	$44.7K	Hold	970	–	–	﹤0.01%	1055
2022 Q2	$39.5K	Hold	970	–	–	﹤0.01%	1101
2022 Q1	$39.2K	Buy	+970	New	+$38.6K	﹤0.01%	1164
2017 Q1	–	Sell	-2,750	Closed	-$100K	–	1201
2016 Q4	$100K	Buy	+2,750	New	+$87K	﹤0.01%	1007
2016 Q3	–	Sell	-2,750	Closed	-$74K	–	1039
2016 Q2	$74K	Buy	+2,750	New	+$68.8K	﹤0.01%	1025
2014 Q4	–	Sell	-22,320	Closed	-$48K	–	894
2014 Q3	$48K	Buy	+22,320	New	+$519K	﹤0.01%	861

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

Nomura Asset Management's SANM Position: Q2 2026 in Review

Nomura Asset Management reduced its Sanmina (SANM) stake by 44% in Q2 2026, selling an estimated $56.3K and leaving 333 shares worth $84.3K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

Nomura Asset Management first reported a position in SANM in Q3 2014 and has held it in 21 quarters since. The position peaked at $116K in Q4 2025. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Nomura Asset Management held 333 shares of Sanmina worth $84.3K as of Q2 2026.
Nomura Asset Management sold 257 Sanmina shares in Q2 2026, an estimated $56.3K.
Sanmina made up ﹤0.01% of Nomura Asset Management's portfolio in Q2 2026, its #927 holding.
Nomura Asset Management first reported a position in Sanmina in Q3 2014 and has held it in 21 quarters since.
Nomura Asset Management's Sanmina position peaked at $116K in Q4 2025.
574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Nomura Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.