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Sage Rhino Capital’s Sanmina SANM Stock Holding History

Sage Rhino Capital’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 		$220K Sell
1,694
-615
-27% -$90.4K 0.04% 266
2025
Q4 		$347K Sell
2,309
-184
-7% -$27.2K 0.07% 178
2025
Q3 		$287K Sell
2,493
-131
-5% -$14.7K 0.06% 198
2025
Q2 		$257K Sell
2,624
-101
-4% -$8.34K 0.05% 197
2025
Q1 		$208K Sell
2,725
-99
-4% -$8.04K 0.05% 232
2024
Q4 		$214K Buy
+2,824
New +$211K 0.05% 228

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

Sage Rhino Capital's SANM Position: Q1 2026 in Review

Sage Rhino Capital reduced its Sanmina (SANM) stake by 27% in Q1 2026, selling an estimated $90.4K and leaving 1,694 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #266.

Sage Rhino Capital first reported a position in SANM in Q4 2024 and has held it in 6 quarters since. The position peaked at $347K in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Sage Rhino Capital held 1,694 shares of Sanmina worth $220K as of Q1 2026.
  • Sage Rhino Capital sold 615 Sanmina shares in Q1 2026, an estimated $90.4K.
  • Sanmina made up 0.04% of Sage Rhino Capital's portfolio in Q1 2026, its #266 holding.
  • Sage Rhino Capital first reported a position in Sanmina in Q4 2024 and has held it in 6 quarters since.
  • Sage Rhino Capital's Sanmina position peaked at $347K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.