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SANM icon

&Partners’s Sanmina SANM Stock Holding History

&Partners’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 		$3.6M Sell
14,206
-2,231
-14% -$489K 0.01% 733
2026
Q1 		$2.12M Buy
16,437
+2,941
+22% +$432K 0.01% 874
2025
Q4 		$2.03M Sell
13,496
-426
-3% -$62.9K 0.01% 851
2025
Q3 		$1.6M Sell
13,922
-1,290
-8% -$145K 0.01% 857
2025
Q2 		$1.49M Buy
15,212
+2,002
+15% +$165K 0.01% 795
2025
Q1 		$1.01M Sell
13,210
-1,022
-7% -$83K 0.01% 824
2024
Q4 		$1.09M Buy
14,232
+4,102
+40% +$306K 0.01% 735
2024
Q3 		$693K Buy
10,130
+6,870
+211% +$474K 0.01% 714
2024
Q2 		$216K Buy
+3,260
New +$208K 0.01% 821

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

&Partners's SANM Position: Q2 2026 in Review

&Partners reduced its Sanmina (SANM) stake by 14% in Q2 2026, selling an estimated $489K and leaving 14,206 shares worth $3.6M. The position accounts for 0.01% of the portfolio, ranked #733.

&Partners first reported a position in SANM in Q2 2024 and has held it in 9 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • &Partners held 14,206 shares of Sanmina worth $3.6M as of Q2 2026.
  • &Partners sold 2,231 Sanmina shares in Q2 2026, an estimated $489K.
  • Sanmina made up 0.01% of &Partners's portfolio in Q2 2026, its #733 holding.
  • &Partners first reported a position in Sanmina in Q2 2024 and has held it in 9 quarters since.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.