Stifel Financial’s Sanmina SANM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.54M | Sell |
50,474
-1,205
| -2% | -$177K | 0.01% | 1188 |
|
|
2025
Q4 | $7.76M | Sell |
51,679
-4,407
| -8% | -$651K | 0.01% | 1097 |
|
|
2025
Q3 | $6.46M | Buy |
56,086
+50,899
| +981% | +$5.72M | 0.01% | 1169 |
|
|
2025
Q2 | $507K | Sell |
5,187
-2,446
| -32% | -$202K | ﹤0.01% | 2766 |
|
|
2025
Q1 | $581K | Sell |
7,633
-3,628
| -32% | -$295K | ﹤0.01% | 2592 |
|
|
2024
Q4 | $852K | Buy |
11,261
+431
| +4% | +$32.1K | ﹤0.01% | 2357 |
|
|
2024
Q3 | $741K | Sell |
10,830
-2,383
| -18% | -$164K | ﹤0.01% | 2423 |
|
|
2024
Q2 | $875K | Sell |
13,213
-335
| -2% | -$21.4K | ﹤0.01% | 2251 |
|
|
2024
Q1 | $842K | Sell |
13,548
-854
| -6% | -$49.7K | ﹤0.01% | 2297 |
|
|
2023
Q4 | $740K | Buy |
14,402
+1,307
| +10% | +$66.7K | ﹤0.01% | 2332 |
|
|
2023
Q3 | $711K | Buy |
13,095
+1,004
| +8% | +$56.5K | ﹤0.01% | 2279 |
|
|
2023
Q2 | $729K | Sell |
12,091
-40,036
| -77% | -$2.19M | ﹤0.01% | 2287 |
|
|
2023
Q1 | $3.18M | Buy |
52,127
+3,968
| +8% | +$238K | ﹤0.01% | 1291 |
|
|
2022
Q4 | $2.76M | Buy |
48,159
+283
| +0.6% | +$16.7K | ﹤0.01% | 1292 |
|
|
2022
Q3 | $2.21M | Buy |
47,876
+32,708
| +216% | +$1.52M | ﹤0.01% | 1400 |
|
|
2022
Q2 | $618K | Sell |
15,168
-695
| -4% | -$28.7K | ﹤0.01% | 2342 |
|
|
2022
Q1 | $641K | Sell |
15,863
-669
| -4% | -$26.6K | ﹤0.01% | 2439 |
|
|
2021
Q4 | $686K | Buy |
16,532
+273
| +2% | +$10.7K | ﹤0.01% | 2403 |
|
|
2021
Q3 | $626K | Sell |
16,259
-25
| -0.2% | -$959 | ﹤0.01% | 2448 |
|
|
2021
Q2 | $634K | Sell |
16,284
-3,095
| -16% | -$128K | ﹤0.01% | 2437 |
|
|
2021
Q1 | $803K | Sell |
19,379
-13,759
| -42% | -$500K | ﹤0.01% | 2143 |
|
|
2020
Q4 | $1.06M | Buy |
33,138
+1,292
| +4% | +$38.3K | ﹤0.01% | 1800 |
|
|
2020
Q3 | $861K | Buy |
31,846
+1,836
| +6% | +$50K | ﹤0.01% | 1739 |
|
|
2020
Q2 | $752K | Buy |
30,010
+1,070
| +4% | +$28.2K | ﹤0.01% | 1742 |
|
|
2020
Q1 | $790K | Sell |
28,940
-46,649
| -62% | -$1.36M | ﹤0.01% | 1576 |
|
|
2019
Q4 | $2.58M | Buy |
75,589
+34,142
| +82% | +$1.09M | 0.01% | 1178 |
|
|
2019
Q3 | $1.33M | Buy |
41,447
+31,950
| +336% | +$981K | ﹤0.01% | 1573 |
|
|
2019
Q2 | $287K | Sell |
9,497
-877
| -8% | -$26.6K | ﹤0.01% | 2527 |
|
|
2019
Q1 | $300K | Buy |
10,374
+1,367
| +15% | +$40.3K | ﹤0.01% | 2360 |
|
|
2018
Q4 | $216K | Sell |
9,007
-574
| -6% | -$14.4K | ﹤0.01% | 2425 |
|
|
2018
Q3 | $264K | Buy |
9,581
+98
| +1% | +$2.94K | ﹤0.01% | 2433 |
|
|
2018
Q2 | $278K | Sell |
9,483
-1,899
| -17% | -$55.8K | ﹤0.01% | 2348 |
|
|
2018
Q1 | $298K | Buy |
11,382
+1,986
| +21% | +$56.8K | ﹤0.01% | 2256 |
|
|
2017
Q4 | $310K | Buy |
9,396
+2,622
| +39% | +$91.6K | ﹤0.01% | 2184 |
|
|
2017
Q3 | $252K | Sell |
6,774
-884
| -12% | -$33K | ﹤0.01% | 2246 |
|
|
2017
Q2 | $291K | Buy |
7,658
+246
| +3% | +$9.35K | ﹤0.01% | 2154 |
|
|
2017
Q1 | $301K | Buy |
7,412
+1,571
| +27% | +$60.8K | ﹤0.01% | 2091 |
|
|
2016
Q4 | $214K | Buy |
+5,841
| New | +$185K | ﹤0.01% | 2221 |
|
|
2015
Q2 | – | Sell |
-9,486
| Closed | -$229K | – | 2416 |
|
|
2015
Q1 | $229K | Sell |
9,486
-1,343
| -12% | -$30.8K | ﹤0.01% | 2044 |
|
|
2014
Q4 | $255K | Sell |
10,829
-1,408
| -12% | -$32.2K | ﹤0.01% | 1955 |
|
|
2014
Q3 | $254K | Sell |
12,237
-1,221
| -9% | -$28.4K | ﹤0.01% | 1878 |
|
|
2014
Q2 | $306K | Buy |
+13,458
| New | +$273K | ﹤0.01% | 1768 |
|
Other funds holding SANM
VPM
VCM
AMD
Stifel Financial's SANM Position: Q1 2026 in Review
Stifel Financial reduced its Sanmina (SANM) stake by 2.3% in Q1 2026, selling an estimated $177K and leaving 50,474 shares worth $6.54M. The position accounts for 0.01% of the portfolio, ranked #1188.
Stifel Financial first reported a position in SANM in Q2 2014 and has held it in 42 quarters since. The position peaked at $7.76M in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.
- Stifel Financial held 50,474 shares of Sanmina worth $6.54M as of Q1 2026.
- Stifel Financial sold 1,205 Sanmina shares in Q1 2026, an estimated $177K.
- Sanmina made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #1188 holding.
- Stifel Financial first reported a position in Sanmina in Q2 2014 and has held it in 42 quarters since.
- Stifel Financial's Sanmina position peaked at $7.76M in Q4 2025.
- 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.