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
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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $174M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SummitTX Capital's SANM Position: Q4 2025 in Review

SummitTX Capital sold out of Sanmina (SANM) in Q4 2025, closing a stake of 11,443 shares — an estimated $1.32M sold.

SummitTX Capital first reported a position in SANM in Q2 2025 and held it in 2 quarters. The position peaked at $1.32M in Q3 2025. 451 funds tracked by Wall St. Rank hold SANM as of Q4 2025.

SummitTX Capital reported no remaining Sanmina position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 11,443 Sanmina shares in Q4 2025, an estimated $1.32M.
SummitTX Capital first reported a position in Sanmina in Q2 2025 and held it in 2 quarters.
SummitTX Capital's Sanmina position peaked at $1.32M in Q3 2025.
451 funds tracked by Wall St. Rank held Sanmina as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.