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Azimuth Capital Investment Management’s Amphenol APH Stock Holding History

Azimuth Capital Investment Management’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
Q2 		$22.2M Sell
252,064
-8,908
-3% -$642K 0.75% 34
2026
Q1 		$16.5M Sell
260,972
-92,974
-26% -$6.54M 0.62% 44
2025
Q4 		$23.9M Sell
353,946
-9,046
-2% -$605K 0.86% 23
2025
Q3 		$22.5M Sell
362,992
-7,006
-2% -$384K 0.81% 31
2025
Q2 		$18.3M Sell
369,998
-309,986
-46% -$12.7M 0.68% 44
2025
Q1 		$22.3M Sell
679,984
-428,360
-39% -$14.6M 0.89% 28
2024
Q4 		$38.5M Buy
1,108,344
+5,690
+0.5% +$199K 1.5% 8
2024
Q3 		$35.9M Buy
1,102,654
+2,898
+0.3% +$93.9K 1.39% 11
2024
Q2 		$37M Buy
1,099,756
+43,300
+4% +$1.37M 1.51% 9
2024
Q1 		$30.5M Buy
1,056,456
+343,468
+48% +$9M 1.26% 14
2023
Q4 		$17.7M Buy
712,988
+277,912
+64% +$6.14M 0.8% 38
2023
Q3 		$9.14M Sell
435,076
-4,392
-1% -$94.5K 0.45% 70
2023
Q2 		$9.33M Sell
439,468
-12,052
-3% -$234K 0.44% 72
2023
Q1 		$9.22M Sell
451,520
-386,380
-46% -$7.63M 0.45% 71
2022
Q4 		$15.9M Sell
837,900
-298,316
-26% -$5.64M 0.81% 36
2022
Q3 		$19M Buy
1,136,216
+16,320
+1% +$296K 1.04% 23
2022
Q2 		$18M Buy
+1,119,896
New +$19.5M 0.91% 23

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Azimuth Capital Investment Management's APH Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Amphenol (APH) stake by 3.4% in Q2 2026, selling an estimated $642K and leaving 252,064 shares worth $22.2M. The position accounts for 0.75% of the portfolio, ranked #34.

Azimuth Capital Investment Management first reported a position in APH in Q2 2022 and has held it in 17 quarters since. The position peaked at $38.5M in Q4 2024. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Azimuth Capital Investment Management held 252,064 shares of Amphenol worth $22.2M as of Q2 2026.
  • Azimuth Capital Investment Management sold 8,908 Amphenol shares in Q2 2026, an estimated $642K.
  • Amphenol made up 0.75% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #34 holding.
  • Azimuth Capital Investment Management first reported a position in Amphenol in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Amphenol position peaked at $38.5M in Q4 2024.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.