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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
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

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

Seeds Investor's SANM Position: Q1 2026 in Review

Seeds Investor reduced its Sanmina (SANM) stake by 13% in Q1 2026, selling an estimated $29.2K and leaving 1,380 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #325.

Seeds Investor first reported a position in SANM in Q4 2025 and has held it in 2 quarters since. The position peaked at $237K in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Seeds Investor held 1,380 shares of Sanmina worth $213K as of Q1 2026.
  • Seeds Investor sold 199 Sanmina shares in Q1 2026, an estimated $29.2K.
  • Sanmina made up 0.03% of Seeds Investor's portfolio in Q1 2026, its #325 holding.
  • Seeds Investor first reported a position in Sanmina in Q4 2025 and has held it in 2 quarters since.
  • Seeds Investor's Sanmina position peaked at $237K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Seeds Investor's 13F filing for Q1 2026, filed 11 May 2026.