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SummitTX Capital’s Sanmina SANM Stock Holding History

SummitTX Capital’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 		$825K Buy
+3,258
New +$714K 0.02% 492
2025
Q4 		– Sell
-11,443
Closed -$1.32M – 934
2025
Q3 		$1.32M Buy
11,443
+1,890
+20% +$213K 0.05% 328
2025
Q2 		$935K Buy
+9,553
New +$789K 0.04% 388

Other funds holding SANM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AMD
Advanced Micro Devices Santa Clara, California $1.31B AUM

SummitTX Capital's SANM Position: Q2 2026 in Review

SummitTX Capital opened a new position in Sanmina (SANM) in Q2 2026: 3,258 shares worth $825K. The stake represents 0.02% of the portfolio and ranks #492 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in SANM as recently as Q3 2025.

SummitTX Capital first reported a position in SANM in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.32M in Q3 2025. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • SummitTX Capital held 3,258 shares of Sanmina worth $825K as of Q2 2026.
  • Sanmina was a new SummitTX Capital position in Q2 2026.
  • Sanmina made up 0.02% of SummitTX Capital's portfolio in Q2 2026, its #492 holding.
  • SummitTX Capital first reported a position in Sanmina in Q2 2025 and has held it in 3 quarters since.
  • SummitTX Capital's Sanmina position peaked at $1.32M in Q3 2025.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

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