Polymer Capital Management’s Sanmina SANM Stock Holding History

Polymer 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	–	Sell	-2,029	Closed	-$304K	–	1001
2025 Q4	$304K	Buy	+2,029	New	+$300K	0.03%	638

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

Polymer Capital Management's SANM Position: Q1 2026 in Review

Polymer Capital Management sold out of Sanmina (SANM) in Q1 2026, closing a stake of 2,029 shares — an estimated $304K sold.

Polymer Capital Management first reported a position in SANM in Q4 2025 and held it in 1 quarter. The position peaked at $304K in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Polymer Capital Management reported no remaining Sanmina position as of Q1 2026 after selling out during the quarter.
Polymer Capital Management sold 2,029 Sanmina shares in Q1 2026, an estimated $304K.
Polymer Capital Management first reported a position in Sanmina in Q4 2025 and held it in 1 quarter.
Polymer Capital Management's Sanmina position peaked at $304K in Q4 2025.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.