Azimuth Capital Investment 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	$16.5M	Sell	130,486 -46,487	-26%	-$6.54M	0.62%	44
2025 Q4	$23.9M	Sell	176,973 -4,523	-2%	-$605K	0.86%	23
2025 Q3	$22.5M	Sell	181,496 -3,503	-2%	-$384K	0.81%	31
2025 Q2	$18.3M	Sell	184,999 -154,993	-46%	-$12.7M	0.68%	44
2025 Q1	$22.3M	Sell	339,992 -214,180	-39%	-$14.6M	0.89%	28
2024 Q4	$38.5M	Buy	554,172 +2,845	+0.5%	+$199K	1.5%	8
2024 Q3	$35.9M	Buy	551,327 +1,449	+0.3%	+$93.9K	1.39%	11
2024 Q2	$37M	Buy	549,878 +21,650	+4%	+$1.37M	1.51%	9
2024 Q1	$30.5M	Buy	528,228 +171,734	+48%	+$9M	1.26%	14
2023 Q4	$17.7M	Buy	356,494 +138,956	+64%	+$6.14M	0.8%	38
2023 Q3	$9.14M	Sell	217,538 -2,196	-1%	-$94.5K	0.45%	70
2023 Q2	$9.33M	Sell	219,734 -6,026	-3%	-$234K	0.44%	72
2023 Q1	$9.22M	Sell	225,760 -193,190	-46%	-$7.63M	0.45%	71
2022 Q4	$15.9M	Sell	418,950 -149,158	-26%	-$5.64M	0.81%	36
2022 Q3	$19M	Buy	568,108 +8,160	+1%	+$296K	1.04%	23
2022 Q2	$18M	Buy	+559,948	New	+$19.5M	0.91%	23