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SANM icon

Xponance’s Sanmina SANM Stock Holding History

Xponance’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 		$639K Buy
4,932
+615
+14% +$90.4K ﹤0.01% 911
2025
Q4 		$648K Buy
4,317
+185
+4% +$27.3K ﹤0.01% 835
2025
Q3 		$476K Sell
4,132
-178
-4% -$20K ﹤0.01% 986
2025
Q2 		$422K Sell
4,310
-377
-8% -$31.1K ﹤0.01% 1019
2025
Q1 		$357K Buy
4,687
+152
+3% +$12.3K ﹤0.01% 1036
2024
Q4 		$343K Buy
4,535
+314
+7% +$23.4K ﹤0.01% 1082
2024
Q3 		$289K Sell
4,221
-633
-13% -$43.7K ﹤0.01% 1105
2024
Q2 		$322K Buy
4,854
+76
+2% +$4.86K ﹤0.01% 1037
2024
Q1 		$297K Sell
4,778
-35
-0.7% -$2.04K ﹤0.01% 1066
2023
Q4 		$247K Sell
4,813
-197
-4% -$10.1K ﹤0.01% 1106
2023
Q3 		$272K Sell
5,010
-145
-3% -$8.15K ﹤0.01% 1057
2023
Q2 		$311K Buy
5,155
+1,767
+52% +$96.9K ﹤0.01% 1045
2023
Q1 		$207K Buy
+3,388
New +$203K ﹤0.01% 1123

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

Xponance's SANM Position: Q1 2026 in Review

Xponance increased its Sanmina (SANM) stake by 14% in Q1 2026, buying an estimated $90.4K and bringing the position to 4,932 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Xponance first reported a position in SANM in Q1 2023 and has held it in 13 quarters since. The position peaked at $648K in Q4 2025. 457 funds tracked by Wall St. Rank hold SANM as of Q1 2026.

  • Xponance held 4,932 shares of Sanmina worth $639K as of Q1 2026.
  • Xponance bought 615 Sanmina shares in Q1 2026, an estimated $90.4K.
  • Sanmina made up ﹤0.01% of Xponance's portfolio in Q1 2026, its #911 holding.
  • Xponance first reported a position in Sanmina in Q1 2023 and has held it in 13 quarters since.
  • Xponance's Sanmina position peaked at $648K in Q4 2025.
  • 457 funds tracked by Wall St. Rank held Sanmina as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.