Vanguard Portfolio Management
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Vanguard Portfolio Management’s Sanmina SANM Stock Holding History

Vanguard Portfolio Management’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 		$772M Sell
3,051,029
-974,489
-24% -$214M 0.03% 525
2026
Q1 		$522M Buy
+4,025,518
New +$591M 0.03% 656

Other funds holding SANM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Portfolio Management's SANM Position: Q2 2026 in Review

Vanguard Portfolio Management reduced its Sanmina (SANM) stake by 24% in Q2 2026, selling an estimated $214M and leaving 3,051,029 shares worth $772M. The position accounts for 0.03% of the portfolio, ranked #525.

Vanguard Portfolio Management first reported a position in SANM in Q1 2026 and has held it in 2 quarters since. 533 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Vanguard Portfolio Management held 3,051,029 shares of Sanmina worth $772M as of Q2 2026.
  • Vanguard Portfolio Management sold 974,489 Sanmina shares in Q2 2026, an estimated $214M.
  • Sanmina made up 0.03% of Vanguard Portfolio Management's portfolio in Q2 2026, its #525 holding.
  • Vanguard Portfolio Management first reported a position in Sanmina in Q1 2026 and has held it in 2 quarters since.
  • 533 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Vanguard Portfolio Management's 13F filing for Q2 2026, filed 13 Aug 2026.