Sanmina Corporation· SANM

🇺🇸 US · LargeSP400NASDAQ

Technology Hardware, Equipment & Parts Website

Price: $215.77
Day: +3.01%
Mkt Cap: $11.56B
52W Range: $110.44 – $288.68
Volume: 649.0K
Beta: 1.60

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.2 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 599 institutions hold; 316 added, 217 reduced
Insiders Q3 2026: no purchases, 2 sales ($48.4K)

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Sanmina Corporation

SANM|Technology|Hardware, Equipment & Parts

Current price: $216

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.0x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

1 seller

vs 3.5 avg per quarter

Institutional net breadth · Q2 2026

+212

489 adding vs 277 reducing

Institutional ownership · Q2 2026

94.1%

599 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

FMR LLC

8.0M

+11.5%

BLACKROCK, INC.

5.5M

-35.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.1M

-23.7%

VANGUARD CAPITAL MANAGEMENT LLC

2.3M

-0.3%

INVESCO LTD.

2.2M

-9.7%

STATE STREET CORP

1.7M

-20.9%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

104

86 buying104 unchanged98 selling

288 funds held SANM in Q2 2026, holding 26.1M shares between them, down 13.4% on the quarter.

Largest fund holders

SPDR SERIES TRUST419.0K sh

NATIONWIDE MUTUAL FUNDS29.2K sh

FORUM FUNDS21.8K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 6

SOLA JURE

$27.1M

Sale · Apr 29

Licata Joseph G Jr

$3.5M

Sale · Apr 29

Licata Joseph G Jr

$2.1M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 23, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

SANM Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.2/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+18

Fund Flow

10% weight

Overall Smart Money sentiment of 3.2/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 22, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for SANM

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

2 sales totaling $48.4K (240 shares)

Share volume is well below the historical pace (0.0x average), insiders are holding more

All sales came from a single insider

Buying seen in 1 of 15 quarters

Net insider flow has improved over recent quarters

0.0x

Selling pace

quarter in progress, filings still arriving

0.01%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 3.5 avg per quarter

Q1 2026

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, SANM

Top 8 highest-value insider trades from the last 8 quarters

SOLA JURE

CEO

Sell

118,368 shares at $228.84

≈8.8% of their stake at the time

May 6, 2026$27.09M

Licata Joseph G Jr

Director

Sell

16,529 shares at $213.26

≈30.4% of their stake at the time

Apr 29, 2026$3.52M

Licata Joseph G Jr

Director

Sell

10,036 shares at $207.36

≈26.5% of their stake at the time

Apr 29, 2026$2.08M

Mason Charlie

EVP & Global Sales

Sell

13,150 shares at $147.21

≈33.0% of their stake at the time

Feb 5, 2026$1.94M

Faust Jonathan P

CFO

Sell

10,075 shares at $159.30

≈10.4% of their stake at the time

Feb 24, 2026$1.60M

Faust Jonathan P

CFO

Sell

5,038 shares at $265.86

≈6.1% of their stake at the time

May 29, 2026$1.34M

REID ALAN McWILLIAMS

EVP, Global Human Resources

Sell

5,000 shares at $254.39

≈17.0% of their stake at the time

May 26, 2026$1.27M

Mason Charlie

EVP & Global Sales

Sell

12,717 shares at $83.91

≈28.8% of their stake at the time

Jan 31, 2025$1.07M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for SANM

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

94.1% institutional ownership

Moderate accumulation: 489 adding vs 277 reducing

13F shares decreased by 4.9%, a notable change

Momentum improving from prior quarter

+212

Net breadth

489 adding vs 277 reducing

Accumulating

1.77

Add / reduce ratio

in Q2 2026

+113

New − closed

173 initiated, 60 exited

2 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+489 growing-277 shrinkingNet: +212

173

316

217

New (173)

Increased (316)

Reduced (217)

Closed (60)

Top Institutional Holders, SANM

Largest 8 institutional positions by ownership percentage as of Q2 2026

FMR LLC

8.0M

$2.0B

Ownership

14.91%

+11.5%

BLACKROCK, INC.

5.5M

$1.4B

Ownership

10.20%

-35.6%

VANGUARD PORTFOLIO MANAGEMENT LLC

3.1M

$772.2M

Ownership

5.66%

-23.7%

VANGUARD CAPITAL MANAGEMENT LLC

2.3M

$589.1M

Ownership

4.32%

-0.3%

INVESCO LTD.

2.2M

$548.4M

Ownership

4.02%

-9.7%

STATE STREET CORP

1.7M

$429.3M

Ownership

3.15%

-20.9%

STATE STREET CORP

1.7M

$429.3M

Ownership

3.13%

-21.5%

JANE STREET GROUP, LLC

1.5M

$385.1M

Ownership

2.82%

+1048.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 288 ETFs and mutual funds reporting

86 buying98 sellingNet: -12

104

Buying (86)

Unchanged (104)

Selling (98)

In total, funds bought 3.0M shares and sold 6.5M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Neutral

Mixed fund activity in Q2 2026

288 ETFs and mutual funds reporting

86 buying vs 98 selling (balanced)

Top Fund Holders, SANM

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

419.0K

Weight

2.07%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

29.2K

Weight

0.00%

Jul 31, 2026Increased

FORUM FUNDS

21.8K

Weight

—

Jul 31, 2026No change

WisdomTree Trust

12.5K

Weight

0.00%

Jun 30, 2026Increased

GOLDMAN SACHS TRUST

12.3K

Weight

0.00%

Jun 30, 2026Decreased

Mercer Funds

10.0K

Weight

0.00%

Jun 30, 2026No change

GLENMEDE FUND INC

4.7K

Weight

0.29%

Jul 31, 2026Decreased

Tidal Trust I

4.3K

Weight

0.02%

Jul 31, 2026Decreased

Sanmina Corporation· SANM

Holdings Analysis

Insider Trading Activity

1.3Transaction History154Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings158Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History154Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings158Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights