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 		$415K Sell
3,200
-5,900
-65% -$867K ﹤0.01% 2806
2025
Q4 		$1.37M Buy
+9,100
New +$1.34M ﹤0.01% 2182
2025
Q2 		– Sell
-4,000
Closed -$305K – 4974
2025
Q1 		$305K Sell
4,000
-2,700
-40% -$219K ﹤0.01% 2944
2024
Q4 		$507K Sell
6,700
-1,500
-18% -$112K ﹤0.01% 2962
2024
Q3 		$561K Buy
8,200
+2,300
+39% +$159K ﹤0.01% 3192
2024
Q2 		$391K Buy
5,900
+3,100
+111% +$198K ﹤0.01% 3719
2024
Q1 		$174K Sell
2,800
-1,900
-40% -$110K ﹤0.01% 4064
2023
Q4 		$241K Buy
4,700
+3,500
+292% +$179K ﹤0.01% 3541
2023
Q3 		$65.1K Buy
+1,200
New +$67.5K ﹤0.01% 4113
2020
Q1 		– Sell
-9,400
Closed -$322K – 1541
2019
Q4 		$322K Buy
9,400
+6,100
+185% +$195K 0.02% 889
2019
Q3 		$106K Sell
3,300
-3,300
-50% -$101K 0.01% 1421
2019
Q2 		$200K Sell
6,600
-3,100
-32% -$93.9K 0.02% 972
2019
Q1 		$280K Buy
+9,700
New +$286K 0.05% 631

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.