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SJS Investment Consulting’s Sanmina SANM Stock Holding History

SJS Investment Consulting’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 		$6.33K Buy
25
+2
+9% +$438 ﹤0.01% 1285
2026
Q1 		$2.98K Buy
23
+11
+92% +$1.62K ﹤0.01% 1176
2025
Q4 		$1.8K Buy
12
+1
+9% +$148 ﹤0.01% 1163
2025
Q3 		$1.27K Hold
11
– – ﹤0.01% 938
2025
Q2 		$1.08K Sell
11
-6
-35% -$496 ﹤0.01% 800
2025
Q1 		$1.3K Buy
17
+2
+13% +$162 ﹤0.01% 905
2024
Q4 		$1.14K Sell
15
-10
-40% -$746 ﹤0.01% 953
2024
Q3 		$1.71K Sell
25
-1
-4% -$69 ﹤0.01% 864
2024
Q2 		$1.72K Hold
26
– – ﹤0.01% 793
2024
Q1 		$1.62K Buy
26
+2
+8% +$116 ﹤0.01% 847
2023
Q4 		$1.23K Buy
24
+1
+4% +$51 ﹤0.01% 857
2023
Q3 		$1.25K Sell
23
-1
-4% -$56 ﹤0.01% 838
2023
Q2 		$1.45K Buy
24
+2
+9% +$110 ﹤0.01% 743
2023
Q1 		$1.34K Sell
22
-4
-15% -$240 ﹤0.01% 755
2022
Q4 		$1.49K Buy
26
+2
+8% +$118 ﹤0.01% 763
2022
Q3 		$2K Buy
+24
New +$1.12K ﹤0.01% 522
2022
Q1 		$0 Buy
+3
New +$119 ﹤0.01% 1249

Other funds holding SANM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCP
Clifford Capital Partners Alpine, Utah $727M AUM 28.47% 1-Year Est. Return

SJS Investment Consulting's SANM Position: Q2 2026 in Review

SJS Investment Consulting increased its Sanmina (SANM) stake by 8.7% in Q2 2026, buying an estimated $438 and bringing the position to 25 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1285.

SJS Investment Consulting first reported a position in SANM in Q1 2022 and has held it in 17 quarters since. 276 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • SJS Investment Consulting held 25 shares of Sanmina worth $6.33K as of Q2 2026.
  • SJS Investment Consulting bought 2 Sanmina shares in Q2 2026, an estimated $438.
  • Sanmina made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1285 holding.
  • SJS Investment Consulting first reported a position in Sanmina in Q1 2022 and has held it in 17 quarters since.
  • 276 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.