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
Q2 		$50.6K Sell
200
-3,000
-94% -$657K ﹤0.01% 4179
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

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.