Walleye Capital
SANM icon

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 		$207K Sell
1,600
-3,800
-70% -$558K ﹤0.01% 3328
2025
Q4 		$810K Buy
+5,400
New +$797K ﹤0.01% 2609
2025
Q2 		– Sell
-1,800
Closed -$137K – 4973
2025
Q1 		$137K Sell
1,800
-800
-31% -$65K ﹤0.01% 3474
2024
Q4 		$197K Sell
2,600
-100
-4% -$7.46K ﹤0.01% 3769
2024
Q3 		$185K Sell
2,700
-100
-4% -$6.9K ﹤0.01% 4056
2024
Q2 		$186K Buy
2,800
+1,000
+56% +$63.9K ﹤0.01% 4361
2024
Q1 		$112K Sell
1,800
-7,700
-81% -$448K ﹤0.01% 4339
2023
Q4 		$488K Buy
9,500
+2,800
+42% +$143K ﹤0.01% 2966
2023
Q3 		$364K Buy
+6,700
New +$377K ﹤0.01% 3068
2020
Q1 		– Sell
-5,100
Closed -$175K – 1539
2019
Q4 		$175K Sell
5,100
-10,700
-68% -$343K 0.01% 1175
2019
Q3 		$507K Buy
15,800
+11,300
+251% +$347K 0.03% 744
2019
Q2 		$136K Sell
4,500
-17,700
-80% -$536K 0.01% 1117
2019
Q1 		$640K Buy
+22,200
New +$654K 0.11% 295

Other funds holding SANM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
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
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.