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Wedge Capital Management’s Sanmina SANM Stock Holding History

Wedge Capital Management’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 		$3.54M Sell
13,974
-4,546
-25% -$996K 0.06% 247
2026
Q1 		$2.4M Sell
18,520
-1,037
-5% -$152K 0.04% 303
2025
Q4 		$2.93M Sell
19,557
-3,511
-15% -$518K 0.05% 274
2025
Q3 		$2.66M Sell
23,068
-4,861
-17% -$547K 0.05% 293
2025
Q2 		$2.73M Sell
27,929
-1,838
-6% -$152K 0.05% 273
2025
Q1 		$2.27M Sell
29,767
-26,451
-47% -$2.15M 0.04% 301
2024
Q4 		$4.25M Sell
56,218
-444
-0.8% -$33.1K 0.08% 223
2024
Q3 		$3.88M Sell
56,662
-13,203
-19% -$911K 0.07% 231
2024
Q2 		$4.63M Sell
69,865
-14,991
-18% -$959K 0.08% 205
2024
Q1 		$5.28M Sell
84,856
-30,797
-27% -$1.79M 0.09% 221
2023
Q4 		$5.94M Buy
115,653
+38,286
+49% +$1.95M 0.11% 213
2023
Q3 		$4.2M Sell
77,367
-35,991
-32% -$2.02M 0.08% 240
2023
Q2 		$6.83M Buy
113,358
+5,187
+5% +$284K 0.11% 231
2023
Q1 		$6.6M Buy
+108,171
New +$6.48M 0.11% 229
2022
Q1 		– Sell
-7,845
Closed -$325K – 442
2021
Q4 		$325K Sell
7,845
-46
-0.6% -$1.81K ﹤0.01% 348
2021
Q3 		$304K Buy
7,891
+792
+11% +$30.4K ﹤0.01% 346
2021
Q2 		$277K Buy
7,099
+1,306
+23% +$53.9K ﹤0.01% 357
2021
Q1 		$240K Sell
5,793
-3,148
-35% -$114K ﹤0.01% 479
2020
Q4 		$285K Buy
+8,941
New +$265K ﹤0.01% 479
2015
Q4 		– Sell
-24,075
Closed -$514K – 610
2015
Q3 		$514K Buy
+24,075
New +$486K 0.01% 448
2014
Q3 		– Sell
-20,800
Closed -$474K – 595
2014
Q2 		$474K Buy
20,800
+8,025
+63% +$163K ﹤0.01% 436
2014
Q1 		$223K Sell
12,775
-4,800
-27% -$80.4K ﹤0.01% 480
2013
Q4 		$294K Buy
17,575
+7,475
+74% +$120K ﹤0.01% 445
2013
Q3 		$177K Hold
10,100
– – ﹤0.01% 472
2013
Q2 		$145K Buy
+10,100
New +$130K ﹤0.01% 478

Other funds holding SANM

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
EA
Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Wedge Capital Management's SANM Position: Q2 2026 in Review

Wedge Capital Management reduced its Sanmina (SANM) stake by 25% in Q2 2026, selling an estimated $996K and leaving 13,974 shares worth $3.54M. The position accounts for 0.06% of the portfolio, ranked #247.

Wedge Capital Management first reported a position in SANM in Q2 2013 and has held it in 25 quarters since. The position peaked at $6.83M in Q2 2023. 130 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Wedge Capital Management held 13,974 shares of Sanmina worth $3.54M as of Q2 2026.
  • Wedge Capital Management sold 4,546 Sanmina shares in Q2 2026, an estimated $996K.
  • Sanmina made up 0.06% of Wedge Capital Management's portfolio in Q2 2026, its #247 holding.
  • Wedge Capital Management first reported a position in Sanmina in Q2 2013 and has held it in 25 quarters since.
  • Wedge Capital Management's Sanmina position peaked at $6.83M in Q2 2023.
  • 130 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.