&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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

&Partners's SANM Position: Q1 2026 in Review

&Partners increased its Sanmina (SANM) stake by 22% in Q1 2026, buying an estimated $432K and bringing the position to 16,437 shares worth $2.12M. The position accounts for 0.01% of the portfolio, ranked #874.

&Partners first reported a position in SANM in Q2 2024 and has held it in 8 quarters since. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

&Partners held 16,437 shares of Sanmina worth $2.12M as of Q1 2026.
&Partners bought 2,941 Sanmina shares in Q1 2026, an estimated $432K.
Sanmina made up 0.01% of &Partners's portfolio in Q1 2026, its #874 holding.
&Partners first reported a position in Sanmina in Q2 2024 and has held it in 8 quarters since.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.