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 Q2	$15.9K	Sell	63 -1,098	-95%	-$241K	﹤0.01%	4428
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AMD

Advanced Micro Devices Santa Clara, California $1.31B AUM

Walleye Capital's SANM Position: Q2 2026 in Review

Walleye Capital reduced its Sanmina (SANM) stake by 95% in Q2 2026, selling an estimated $241K and leaving 63 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4428.

Walleye Capital first reported a position in SANM in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.51M in Q4 2023. 573 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

Walleye Capital held 63 shares of Sanmina worth $15.9K as of Q2 2026.
Walleye Capital sold 1,098 Sanmina shares in Q2 2026, an estimated $241K.
Sanmina made up ﹤0.01% of Walleye Capital's portfolio in Q2 2026, its #4428 holding.
Walleye Capital first reported a position in Sanmina in Q1 2019 and has held it in 12 quarters since.
Walleye Capital's Sanmina position peaked at $1.51M in Q4 2023.
573 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Walleye Capital's 13F filing for Q2 2026, filed 3 Aug 2026.