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Towle & Co’s Sanmina SANM Stock Holding History

Towle & Co’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
Q1 		– Sell
-58,546
Closed -$8.79M – 63
2025
Q4 		$8.79M Sell
58,546
-4,177
-7% -$617K 2.32% 26
2025
Q3 		$7.22M Buy
+62,723
New +$7.05M 1.82% 34
2022
Q4 		– Sell
-15,130
Closed -$697K – 71
2022
Q3 		$697K Buy
15,130
+480
+3% +$22.4K 0.11% 36
2022
Q2 		$597K Buy
14,650
+7,350
+101% +$304K 0.09% 46
2022
Q1 		$295K Buy
+7,300
New +$291K 0.04% 63
2017
Q2 		– Sell
-1,428
Closed -$58K – 32
2017
Q1 		$58K Sell
1,428
-759,983
-100% -$29.4M 0.01% 34
2016
Q4 		$27.9M Buy
761,411
+854
+0.1% +$27K 3.74% 9
2016
Q3 		$21.7M Buy
760,557
+3,190
+0.4% +$86.4K 3.63% 11
2016
Q2 		$20.3M Sell
757,367
-207,638
-22% -$5.2M 3.75% 7
2016
Q1 		$22.6M Buy
965,005
+23,177
+2% +$466K 4.46% 6
2015
Q4 		$19.4M Buy
941,828
+4,324
+0.5% +$96.2K 4.27% 10
2015
Q3 		$20M Sell
937,504
-8,986
-0.9% -$181K 4.57% 5
2015
Q2 		$19.1M Sell
946,490
-17,200
-2% -$376K 3.53% 10
2015
Q1 		$23.3M Buy
963,690
+5,320
+0.6% +$122K 4.33% 7
2014
Q4 		$22.6M Sell
958,370
-26,484
-3% -$606K 4.08% 9
2014
Q3 		$20.5M Sell
984,854
-3,518
-0.4% -$81.8K 4.16% 8
2014
Q2 		$22.5M Buy
988,372
+8,790
+0.9% +$178K 4.27% 8
2014
Q1 		$17.1M Sell
979,582
-4,350
-0.4% -$72.9K 3.24% 14
2013
Q4 		$16.4M Buy
983,932
+21,560
+2% +$347K 3.14% 17
2013
Q3 		$16.8M Sell
962,372
-29,048
-3% -$476K 3.86% 9
2013
Q2 		$14.2M Buy
+991,420
New +$12.7M 3.49% 10

Other funds holding SANM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Towle & Co's SANM Position: Q1 2026 in Review

Towle & Co sold out of Sanmina (SANM) in Q1 2026, closing a stake of 58,546 shares — an estimated $8.79M sold.

Towle & Co first reported a position in SANM in Q2 2013 and held it in 21 quarters. The position peaked at $27.9M in Q4 2016. 460 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Towle & Co reported no remaining Sanmina position as of Q1 2026 after selling out during the quarter.
  • Towle & Co sold 58,546 Sanmina shares in Q1 2026, an estimated $8.79M.
  • Towle & Co first reported a position in Sanmina in Q2 2013 and held it in 21 quarters.
  • Towle & Co's Sanmina position peaked at $27.9M in Q4 2016.
  • 460 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Towle & Co's 13F filing for Q1 2026, filed 14 May 2026.