Walleye Capital’s Sanmina SANM Stock Holding History

Walleye 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 Q1	$151K	Sell	1,161 -3,427	-75%	-$504K	﹤0.01%	3492
2025 Q4	$689K	Buy	+4,588	New	+$677K	﹤0.01%	2723
2025 Q1	–	Sell	-207	Closed	-$16.8K	–	5030
2024 Q4	$15.7K	Sell	207 -1,761	-89%	-$131K	﹤0.01%	4535
2024 Q3	$135K	Buy	1,968 +1,434	+269%	+$99K	﹤0.01%	4252
2024 Q2	$35.4K	Buy	+534	New	+$34.1K	﹤0.01%	5018
2024 Q1	–	Sell	-29,300	Closed	-$1.7M	–	5838
2023 Q4	$1.51M	Buy	+29,300	New	+$1.5M	﹤0.01%	2011
2023 Q1	–	Sell	-19,044	Closed	-$1.09M	–	4304
2022 Q4	$1.09M	Buy	+19,044	New	+$1.13M	0.02%	949
2020 Q1	–	Sell	-5,035	Closed	-$173K	–	1540
2019 Q4	$173K	Buy	5,035 +4,535	+907%	+$145K	0.01%	1180
2019 Q3	$16K	Sell	500 -3,180	-86%	-$97.6K	﹤0.01%	1747
2019 Q2	$111K	Buy	3,680 +2,080	+130%	+$63K	0.01%	1189
2019 Q1	$46K	Buy	+1,600	New	+$47.2K	0.01%	1227

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Walleye Capital's SANM Position: Q1 2026 in Review

Walleye Capital reduced its Sanmina (SANM) stake by 75% in Q1 2026, selling an estimated $504K and leaving 1,161 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #3492.

Walleye Capital first reported a position in SANM in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.51M in Q4 2023. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

Walleye Capital held 1,161 shares of Sanmina worth $151K as of Q1 2026.
Walleye Capital sold 3,427 Sanmina shares in Q1 2026, an estimated $504K.
Sanmina made up ﹤0.01% of Walleye Capital's portfolio in Q1 2026, its #3492 holding.
Walleye Capital first reported a position in Sanmina in Q1 2019 and has held it in 11 quarters since.
Walleye Capital's Sanmina position peaked at $1.51M in Q4 2023.
457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.