Allianz Asset Management’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $336M | Sell |
2,658,974
-123,380
| -4% | -$17.4M | 0.35% | 48 |
|
|
2025
Q4 | $376M | Sell |
2,782,354
-382,195
| -12% | -$51.1M | 0.38% | 40 |
|
|
2025
Q3 | $392M | Sell |
3,164,549
-748,482
| -19% | -$82.1M | 0.44% | 32 |
|
|
2025
Q2 | $386M | Sell |
3,913,031
-699,994
| -15% | -$57.2M | 0.46% | 31 |
|
|
2025
Q1 | $303M | Buy |
4,613,025
+1,526,568
| +49% | +$104M | 0.4% | 45 |
|
|
2024
Q4 | $214M | Buy |
3,086,457
+349,832
| +13% | +$24.5M | 0.29% | 67 |
|
|
2024
Q3 | $178M | Buy |
2,736,625
+271,887
| +11% | +$17.6M | 0.25% | 86 |
|
|
2024
Q2 | $166M | Sell |
2,464,738
-1,259,474
| -34% | -$79.5M | 0.25% | 86 |
|
|
2024
Q1 | $215M | Sell |
3,724,212
-109,828
| -3% | -$5.75M | 0.33% | 63 |
|
|
2023
Q4 | $190M | Sell |
3,834,040
-10,114
| -0.3% | -$447K | 0.31% | 62 |
|
|
2023
Q3 | $161M | Buy |
3,844,154
+87,934
| +2% | +$3.78M | 0.27% | 68 |
|
|
2023
Q2 | $160M | Buy |
3,756,220
+335,734
| +10% | +$13M | 0.29% | 68 |
|
|
2023
Q1 | $140M | Buy |
3,420,486
+207,718
| +6% | +$8.2M | 0.25% | 77 |
|
|
2022
Q4 | $122M | Buy |
3,212,768
+57,580
| +2% | +$2.18M | 0.24% | 84 |
|
|
2022
Q3 | $106M | Buy |
3,155,188
+19,196
| +0.6% | +$697K | 0.21% | 94 |
|
|
2022
Q2 | $101M | Sell |
3,135,992
-116,856
| -4% | -$4.06M | 0.1% | 231 |
|
|
2022
Q1 | $123M | Sell |
3,252,848
-161,134
| -5% | -$6.24M | 0.09% | 233 |
|
|
2021
Q4 | $149M | Buy |
3,413,982
+2,545,052
| +293% | +$103M | 0.1% | 220 |
|
|
2021
Q3 | $31.8M | Sell |
868,930
-421,914
| -33% | -$15.5M | 0.02% | 567 |
|
|
2021
Q2 | $44.2M | Sell |
1,290,844
-1,352,704
| -51% | -$45.7M | 0.04% | 426 |
|
|
2021
Q1 | $87.2M | Buy |
2,643,548
+184,024
| +7% | +$5.98M | 0.08% | 241 |
|
|
2020
Q4 | $80.4M | Sell |
2,459,524
-143,500
| -6% | -$4.41M | 0.08% | 248 |
|
|
2020
Q3 | $70.5M | Buy |
2,603,024
+75,852
| +3% | +$2M | 0.08% | 251 |
|
|
2020
Q2 | $60.5M | Buy |
2,527,172
+948,192
| +60% | +$21.2M | 0.07% | 291 |
|
|
2020
Q1 | $28.8M | Sell |
1,578,980
-279,968
| -15% | -$6.67M | 0.04% | 438 |
|
|
2019
Q4 | $50.3M | Sell |
1,858,948
-337,100
| -15% | -$8.61M | 0.05% | 430 |
|
|
2019
Q3 | $53M | Sell |
2,196,048
-648,400
| -23% | -$14.9M | 0.05% | 408 |
|
|
2019
Q2 | $68.2M | Sell |
2,844,448
-1,194,632
| -30% | -$28.8M | 0.06% | 335 |
|
|
2019
Q1 | $95.4M | Sell |
4,039,080
-3,619,776
| -47% | -$80.9M | 0.09% | 225 |
|
|
2018
Q4 | $155M | Sell |
7,658,856
-9,636
| -0.1% | -$207K | 0.17% | 125 |
|
|
2018
Q3 | $180M | Buy |
7,668,492
+791,184
| +12% | +$18.4M | 0.16% | 130 |
|
|
2018
Q2 | $150M | Sell |
6,877,308
-1,081,948
| -14% | -$23.5M | 0.15% | 146 |
|
|
2018
Q1 | $171M | Sell |
7,959,256
-85,300
| -1% | -$1.92M | 0.16% | 134 |
|
|
2017
Q4 | $177M | Sell |
8,044,556
-248,740
| -3% | -$5.47M | 0.14% | 157 |
|
|
2017
Q3 | $175M | Buy |
8,293,296
+353,460
| +4% | +$6.94M | 0.15% | 136 |
|
|
2017
Q2 | $147M | Sell |
7,939,836
-129,212
| -2% | -$2.36M | 0.14% | 157 |
|
|
2017
Q1 | $144M | Sell |
8,069,048
-31,000
| -0.4% | -$536K | 0.14% | 150 |
|
|
2016
Q4 | $136M | Sell |
8,100,048
-636,452
| -7% | -$10.6M | 0.12% | 184 |
|
|
2016
Q3 | $142M | Buy |
8,736,500
+19,052
| +0.2% | +$289K | 0.14% | 163 |
|
|
2016
Q2 | $125M | Sell |
8,717,448
-1,896,804
| -18% | -$27.3M | 0.13% | 168 |
|
|
2016
Q1 | $153M | Sell |
10,614,252
-1,253,964
| -11% | -$16.3M | 0.17% | 116 |
|
|
2015
Q4 | $155M | Buy |
11,868,216
+380,748
| +3% | +$5.09M | 0.18% | 116 |
|
|
2015
Q3 | $146M | Buy |
11,487,468
+683,596
| +6% | +$9.18M | 0.17% | 118 |
|
|
2015
Q2 | $157M | Sell |
10,803,872
-1,251,816
| -10% | -$18M | 0.17% | 115 |
|
|
2015
Q1 | $178M | Buy |
12,055,688
+3,028,680
| +34% | +$42.4M | 0.2% | 100 |
|
|
2014
Q4 | $121M | Buy |
9,027,008
+217,608
| +2% | +$2.78M | 0.14% | 149 |
|
|
2014
Q3 | $110M | Buy |
8,809,400
+320,888
| +4% | +$4.02M | 0.13% | 172 |
|
|
2014
Q2 | $102M | Buy |
8,488,512
+1,355,384
| +19% | +$16.1M | 0.13% | 193 |
|
|
2014
Q1 | $81.7M | Buy |
7,133,128
+1,920,000
| +37% | +$21.4M | 0.1% | 247 |
|
|
2013
Q4 | $58.1M | Buy |
5,213,128
+1,248,400
| +31% | +$12.9M | 0.07% | 314 |
|
|
2013
Q3 | $38.3M | Buy |
3,964,728
+920,088
| +30% | +$8.98M | 0.05% | 388 |
|
|
2013
Q2 | $29.7M | Buy |
+3,044,640
| New | +$29.2M | 0.04% | 419 |
|
Other funds holding APH
VCM
VPM
Allianz Asset Management's APH Position: Q1 2026 in Review
Allianz Asset Management reduced its Amphenol (APH) stake by 4.4% in Q1 2026, selling an estimated $17.4M and leaving 2,658,974 shares worth $336M. The position accounts for 0.35% of the portfolio, ranked #48.
Allianz Asset Management first reported a position in APH in Q2 2013 and has held it in 52 quarters since. The position peaked at $392M in Q3 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.
- Allianz Asset Management held 2,658,974 shares of Amphenol worth $336M as of Q1 2026.
- Allianz Asset Management sold 123,380 Amphenol shares in Q1 2026, an estimated $17.4M.
- Amphenol made up 0.35% of Allianz Asset Management's portfolio in Q1 2026, its #48 holding.
- Allianz Asset Management first reported a position in Amphenol in Q2 2013 and has held it in 52 quarters since.
- Allianz Asset Management's Amphenol position peaked at $392M in Q3 2025.
- 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.
Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.