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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
Q2 		$1.95M Buy
7,696
+2,764
+56% +$606K 0.01% 606
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

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

Xponance's SANM Position: Q2 2026 in Review

Xponance increased its Sanmina (SANM) stake by 56% in Q2 2026, buying an estimated $606K and bringing the position to 7,696 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #606.

Xponance first reported a position in SANM in Q1 2023 and has held it in 14 quarters since. 574 funds tracked by Wall St. Rank hold SANM as of Q2 2026.

  • Xponance held 7,696 shares of Sanmina worth $1.95M as of Q2 2026.
  • Xponance bought 2,764 Sanmina shares in Q2 2026, an estimated $606K.
  • Sanmina made up 0.01% of Xponance's portfolio in Q2 2026, its #606 holding.
  • Xponance first reported a position in Sanmina in Q1 2023 and has held it in 14 quarters since.
  • 574 funds tracked by Wall St. Rank held Sanmina as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.