FAM
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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
Q2 		$262M Sell
1,484,406
-66,184
-4% -$9.54M 5.42% 2
2026
Q1 		$196M Sell
1,550,590
-115,219
-7% -$16.2M 4.37% 2
2025
Q4 		$225M Sell
1,665,809
-384,450
-19% -$51.4M 4.69% 2
2025
Q3 		$254M Sell
2,050,259
-237,161
-10% -$26M 5.09% 1
2025
Q2 		$226M Sell
2,287,420
-9,196
-0.4% -$752K 4.51% 2
2025
Q1 		$151M Sell
2,296,616
-7,869
-0.3% -$537K 3.19% 9
2024
Q4 		$160M Sell
2,304,485
-22,150
-1% -$1.55M 3.36% 8
2024
Q3 		$152M Sell
2,326,635
-1,034
-0% -$67K 3.05% 8
2024
Q2 		$157M Sell
2,327,669
-4,505
-0.2% -$284K 3.43% 8
2024
Q1 		$135M Buy
2,332,174
+11,292
+0.5% +$592K 2.84% 10
2023
Q4 		$115M Sell
2,320,882
-4,362
-0.2% -$193K 2.67% 11
2023
Q3 		$97.6M Buy
2,325,244
+1,426
+0.1% +$61.3K 2.54% 13
2023
Q2 		$98.7M Buy
2,323,818
+249,090
+12% +$9.68M 2.46% 12
2023
Q1 		$84.8M Buy
2,074,728
+196,728
+10% +$7.77M 2.21% 19
2022
Q4 		$71.5M Buy
1,878,000
+13,026
+0.7% +$493K 1.92% 19
2022
Q3 		$62.4M Buy
1,864,974
+398,628
+27% +$14.5M 1.79% 20
2022
Q2 		$47.2M Buy
1,466,346
+351,358
+32% +$12.2M 1.33% 30
2022
Q1 		$42M Buy
1,114,988
+194,120
+21% +$7.52M 1.03% 39
2021
Q4 		$40.3M Buy
920,868
+410,638
+80% +$16.6M 0.89% 40
2021
Q3 		$18.7M Hold
510,230
– – 0.46% 50
2021
Q2 		$17.5M Buy
+510,230
New +$17.2M 0.42% 54

Other funds holding APH

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fenimore Asset Management's APH Position: Q2 2026 in Review

Fenimore Asset Management reduced its Amphenol (APH) stake by 4.3% in Q2 2026, selling an estimated $9.54M and leaving 1,484,406 shares worth $262M. The position accounts for 5.42% of the portfolio, ranked #2.

Fenimore Asset Management first reported a position in APH in Q2 2021 and has held it in 21 quarters since. 917 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Fenimore Asset Management held 1,484,406 shares of Amphenol worth $262M as of Q2 2026.
  • Fenimore Asset Management sold 66,184 Amphenol shares in Q2 2026, an estimated $9.54M.
  • Amphenol made up 5.42% of Fenimore Asset Management's portfolio in Q2 2026, its #2 holding.
  • Fenimore Asset Management first reported a position in Amphenol in Q2 2021 and has held it in 21 quarters since.
  • 917 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Fenimore Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.