Salomon & Ludwin’s Sanmina SANM Stock Holding History

Salomon & Ludwin’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	–	Sell	-568	Closed	-$74K	–	2162
2026 Q1	$74K	Buy	568 +181	+47%	+$26.6K	0.01%	327
2025 Q4	$59.3K	Buy	387 +27	+8%	+$3.99K	0.01%	360
2025 Q3	$41.1K	Buy	+360	New	+$40.5K	﹤0.01%	438

Other funds holding SANM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Salomon & Ludwin's SANM Position: Q2 2026 in Review

Salomon & Ludwin sold out of Sanmina (SANM) in Q2 2026, closing a stake of 568 shares — an estimated $74K sold.

Salomon & Ludwin first reported a position in SANM in Q3 2025 and held it in 3 quarters. The position peaked at $74K in Q1 2026. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Salomon & Ludwin reported no remaining Sanmina position as of Q2 2026 after selling out during the quarter.
Salomon & Ludwin sold 568 Sanmina shares in Q2 2026, an estimated $74K.
Salomon & Ludwin first reported a position in Sanmina in Q3 2025 and held it in 3 quarters.
Salomon & Ludwin's Sanmina position peaked at $74K in Q1 2026.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.