Seeds Investor’s Sanmina SANM Stock Holding History

Seeds Investor’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	$326K	Sell	1,288 -92	-7%	-$20.2K	0.03%	280
2026 Q1	$213K	Sell	1,380 -199	-13%	-$29.2K	0.03%	325
2025 Q4	$237K	Buy	+1,579	New	+$233K	0.05%	232

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

Seeds Investor's SANM Position: Q2 2026 in Review

Seeds Investor reduced its Sanmina (SANM) stake by 6.7% in Q2 2026, selling an estimated $20.2K and leaving 1,288 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #280.

Seeds Investor first reported a position in SANM in Q4 2025 and has held it in 3 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Seeds Investor held 1,288 shares of Sanmina worth $326K as of Q2 2026.
Seeds Investor sold 92 Sanmina shares in Q2 2026, an estimated $20.2K.
Sanmina made up 0.03% of Seeds Investor's portfolio in Q2 2026, its #280 holding.
Seeds Investor first reported a position in Sanmina in Q4 2025 and has held it in 3 quarters since.
574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Seeds Investor's 13F filing for Q2 2026, filed 12 Aug 2026.