Alecta Tjanstepension Omsesidigt’s Amphenol APH Stock Holding History

Alecta Tjanstepension Omsesidigt’s Portfolio APH Stock Details APH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$401M	Sell	3,175,000 -3,515,000	-53%	-$495M	1.95%	12
2025 Q4	$904M	Sell	6,690,000 -1,737,600	-21%	-$232M	3.98%	5
2025 Q3	$1.04B	Hold	8,427,600	–	–	4.65%	5
2025 Q2	$832M	Sell	8,427,600 -2,514,000	-23%	-$206M	3.9%	5
2025 Q1	$718M	Sell	10,941,600 -2,090,000	-16%	-$143M	4.02%	5
2024 Q4	$906M	Sell	13,031,600 -1,530,000	-11%	-$107M	4.77%	5
2024 Q3	$949M	Sell	14,561,600 -550,000	-4%	-$35.7M	5.22%	6
2024 Q2	$1.02B	Hold	15,111,600	–	–	5.67%	5
2024 Q1	$871M	Sell	15,111,600 -414,400	-3%	-$21.7M	4.98%	6
2023 Q4	$770M	Hold	15,526,000	–	–	4.78%	6
2023 Q3	$652M	Sell	15,526,000 -1,000,000	-6%	-$43M	4.91%	8
2023 Q2	$702M	Sell	16,526,000 -9,500,000	-37%	-$369M	5.06%	8
2023 Q1	$1.06B	Sell	26,026,000 -1,100,000	-4%	-$43.4M	6.69%	5
2022 Q4	$1.03B	Hold	27,126,000	–	–	6.11%	4
2022 Q3	$909M	Hold	27,126,000	–	–	5.55%	5
2022 Q2	$873M	Hold	27,126,000	–	–	5.03%	6
2022 Q1	$1.02B	Buy	27,126,000 +2,070,000	+8%	+$80.2M	4.98%	4
2021 Q4	$1.09B	Hold	25,056,000	–	–	4.74%	5
2021 Q3	$917M	Sell	25,056,000 -250,000	-1%	-$9.18M	4.35%	5
2021 Q2	$865M	Hold	25,306,000	–	–	3.98%	6
2021 Q1	$835M	Buy	25,306,000 +600,000	+2%	+$19.5M	4.32%	7
2020 Q4	$802M	Hold	24,706,000	–	–	4.43%	6
2020 Q3	$668M	Buy	24,706,000 +800,000	+3%	+$21.1M	4.29%	7
2020 Q2	$572M	Buy	23,906,000 +1,992,000	+9%	+$44.5M	4%	8
2020 Q1	$398M	Buy	21,914,000 +3,494,000	+19%	+$83.3M	3.45%	11
2019 Q4	$499M	Hold	18,420,000	–	–	3.64%	8
2019 Q3	$444M	Buy	18,420,000 +1,080,000	+6%	+$24.9M	3.55%	10
2019 Q2	$416M	Buy	17,340,000 +600,000	+4%	+$14.4M	3.4%	11
2019 Q1	$395M	Buy	16,740,000 +600,000	+4%	+$13.4M	3.38%	11
2018 Q4	$325M	Buy	16,140,000 +1,800,000	+13%	+$38.7M	3.32%	11
2018 Q3	$337M	Hold	14,340,000	–	–	2.88%	13
2018 Q2	$312M	Buy	14,340,000 +640,000	+5%	+$13.9M	2.61%	15
2018 Q1	$295M	Hold	13,700,000	–	–	2.54%	17
2017 Q4	$301M	Hold	13,700,000	–	–	2.44%	17
2017 Q3	$290M	Hold	13,700,000	–	–	2.49%	18
2017 Q2	$253M	Hold	13,700,000	–	–	2.24%	20
2017 Q1	$244M	Sell	13,700,000 -720,000	-5%	-$12.5M	2.19%	21
2016 Q4	$242M	Buy	14,420,000 +1,019,968	+8%	+$17M	2.24%	19
2016 Q3	$217M	Buy	13,400,032 +420,032	+3%	+$6.38M	2.08%	22
2016 Q2	$186M	Hold	12,980,000	–	–	1.82%	22
2016 Q1	$188M	Buy	12,980,000 +9,000,000	+226%	+$117M	1.81%	20
2015 Q4	$52M	Buy	+3,980,000	New	+$53.2M	0.54%	26

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt's APH Position: Q1 2026 in Review

Alecta Tjanstepension Omsesidigt reduced its Amphenol (APH) stake by 53% in Q1 2026, selling an estimated $495M and leaving 3,175,000 shares worth $401M. The position accounts for 1.95% of the portfolio, ranked #12.

Alecta Tjanstepension Omsesidigt first reported a position in APH in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.09B in Q4 2021. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Alecta Tjanstepension Omsesidigt held 3,175,000 shares of Amphenol worth $401M as of Q1 2026.
Alecta Tjanstepension Omsesidigt sold 3,515,000 Amphenol shares in Q1 2026, an estimated $495M.
Amphenol made up 1.95% of Alecta Tjanstepension Omsesidigt's portfolio in Q1 2026, its #12 holding.
Alecta Tjanstepension Omsesidigt first reported a position in Amphenol in Q4 2015 and has held it in 42 quarters since.
Alecta Tjanstepension Omsesidigt's Amphenol position peaked at $1.09B in Q4 2021.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Alecta Tjanstepension Omsesidigt's 13F filing for Q1 2026, filed 28 Apr 2026.