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Picton Mahoney Asset Management’s Sanmina SANM Stock Holding History

Picton Mahoney 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
Q1 		$2.2K Hold
17
– – ﹤0.01% 1020
2025
Q4 		$2.55K Hold
17
– – ﹤0.01% 962
2025
Q3 		$2K Hold
17
– – ﹤0.01% 839
2025
Q2 		$2K Sell
17
-5,671
-100% -$469K ﹤0.01% 713
2025
Q1 		$433K Buy
5,688
+5,671
+33,359% +$461K 0.01% 356
2024
Q4 		$1K Hold
17
– – ﹤0.01% 790
2024
Q3 		$1K Buy
+17
New +$1.17K ﹤0.01% 775

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Picton Mahoney Asset Management's SANM Position: Q1 2026 in Review

Picton Mahoney Asset Management held its Sanmina (SANM) position steady in Q1 2026 at 17 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Picton Mahoney Asset Management first reported a position in SANM in Q3 2024 and has held it in 7 quarters since. The position peaked at $433K in Q1 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Picton Mahoney Asset Management held 17 shares of Sanmina worth $2.2K as of Q1 2026.
  • Picton Mahoney Asset Management left its Sanmina share count unchanged in Q1 2026.
  • Sanmina made up ﹤0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #1020 holding.
  • Picton Mahoney Asset Management first reported a position in Sanmina in Q3 2024 and has held it in 7 quarters since.
  • Picton Mahoney Asset Management's Sanmina position peaked at $433K in Q1 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.