Fenimore Asset Management
APH icon

Fenimore Asset Management’s Amphenol APH Stock Holding History

Fenimore Asset 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
Q3 		$239M Sell
2,834,126
-134,686
-5% -$10.8M 5.25% 2
2026
Q2 		$262M Sell
2,968,812
-132,368
-4% -$9.5M 5.42% 2
2026
Q1 		$196M Sell
3,101,180
-230,438
-7% -$16.2M 4.37% 2
2025
Q4 		$225M Sell
3,331,618
-768,900
-19% -$51.4M 4.69% 2
2025
Q3 		$254M Sell
4,100,518
-474,322
-10% -$26M 5.09% 1
2025
Q2 		$226M Sell
4,574,840
-18,392
-0.4% -$752K 4.51% 2
2025
Q1 		$151M Sell
4,593,232
-15,738
-0.3% -$537K 3.19% 9
2024
Q4 		$160M Sell
4,608,970
-44,300
-1% -$1.55M 3.36% 8
2024
Q3 		$152M Sell
4,653,270
-2,068
-0% -$67K 3.05% 8
2024
Q2 		$157M Sell
4,655,338
-9,010
-0.2% -$284K 3.43% 8
2024
Q1 		$135M Buy
4,664,348
+22,584
+0.5% +$592K 2.84% 10
2023
Q4 		$115M Sell
4,641,764
-8,724
-0.2% -$193K 2.67% 11
2023
Q3 		$97.6M Buy
4,650,488
+2,852
+0.1% +$61.3K 2.54% 13
2023
Q2 		$98.7M Buy
4,647,636
+498,180
+12% +$9.7M 2.46% 12
2023
Q1 		$84.8M Buy
4,149,456
+393,456
+10% +$7.77M 2.21% 19
2022
Q4 		$71.5M Buy
3,756,000
+26,052
+0.7% +$493K 1.92% 19
2022
Q3 		$62.4M Buy
3,729,948
+797,256
+27% +$14.5M 1.79% 20
2022
Q2 		$47.2M Buy
2,932,692
+702,716
+32% +$12.2M 1.33% 30
2022
Q1 		$42M Buy
2,229,976
+388,240
+21% +$7.52M 1.03% 39
2021
Q4 		$40.3M Buy
1,841,736
+821,276
+80% +$16.6M 0.89% 40
2021
Q3 		$18.7M Hold
1,020,460
– – 0.46% 50
2021
Q2 		$17.5M Buy
+1,020,460
New +$17.2M 0.42% 54

Other funds holding APH

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Fenimore Asset Management's APH Position: Q3 2026 in Review

Fenimore Asset Management reduced its Amphenol (APH) stake by 4.5% in Q3 2026, selling an estimated $10.8M and leaving 2,834,126 shares worth $239M. The position accounts for 5.25% of the portfolio, ranked #2.

Fenimore Asset Management first reported a position in APH in Q2 2021 and has held it in 22 quarters since. The position peaked at $262M in Q2 2026. 937 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Fenimore Asset Management held 2,834,126 shares of Amphenol worth $239M as of Q3 2026.
  • Fenimore Asset Management sold 134,686 Amphenol shares in Q3 2026, an estimated $10.8M.
  • Amphenol made up 5.25% of Fenimore Asset Management's portfolio in Q3 2026, its #2 holding.
  • Fenimore Asset Management first reported a position in Amphenol in Q2 2021 and has held it in 22 quarters since.
  • Fenimore Asset Management's Amphenol position peaked at $262M in Q2 2026.
  • 937 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Fenimore Asset Management's 13F filing for Q3 2026, filed 8 Oct 2026.