Shelton Capital Management’s Sanmina SANM Stock Holding History

Shelton 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 Q2	$450K	Sell	1,780 -14	-0.8%	-$3.07K	0.01%	391
2026 Q1	$233K	Sell	1,794 -27	-1%	-$3.97K	0.01%	615
2025 Q4	$273K	Sell	1,821 -122	-6%	-$18K	0.01%	525
2025 Q3	$224K	Buy	+1,943	New	+$218K	﹤0.01%	643
2023 Q2	–	Sell	-3,382	Closed	-$206K	–	755
2023 Q1	$206K	Buy	+3,382	New	+$203K	0.01%	681
2020 Q1	–	Sell	-6,165	Closed	-$211K	–	793
2019 Q4	$211K	Sell	6,165 -300	-5%	-$9.61K	0.01%	736
2019 Q3	$208K	Sell	6,465 -366	-5%	-$11.2K	0.01%	736
2019 Q2	$207K	Buy	+6,831	New	+$207K	0.01%	755
2018 Q3	–	Sell	-6,831	Closed	-$200K	–	935
2018 Q2	$200K	Buy	+6,831	New	+$201K	0.01%	819
2018 Q1	–	Sell	-6,831	Closed	-$225K	–	882
2017 Q4	$225K	Hold	6,831	–	–	0.01%	758
2017 Q3	$254K	Sell	6,831 -550	-7%	-$20.5K	0.02%	652
2017 Q2	$281K	Buy	7,381 +597	+9%	+$22.7K	0.02%	612
2017 Q1	$275K	Buy	6,784 +310	+5%	+$12K	0.02%	619
2016 Q4	$237K	Buy	+6,474	New	+$205K	0.02%	745

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

Shelton Capital Management's SANM Position: Q2 2026 in Review

Shelton Capital Management reduced its Sanmina (SANM) stake by 0.78% in Q2 2026, selling an estimated $3.07K and leaving 1,780 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #391.

Shelton Capital Management first reported a position in SANM in Q4 2016 and has held it in 14 quarters since. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Shelton Capital Management held 1,780 shares of Sanmina worth $450K as of Q2 2026.
Shelton Capital Management sold 14 Sanmina shares in Q2 2026, an estimated $3.07K.
Sanmina made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #391 holding.
Shelton Capital Management first reported a position in Sanmina in Q4 2016 and has held it in 14 quarters since.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.