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
2,968,812
-132,368
-4% -$9.54M 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% +$9.68M 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

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

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 2,968,812 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. 2,334 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Fenimore Asset Management held 2,968,812 shares of Amphenol worth $262M as of Q2 2026.
  • Fenimore Asset Management sold 132,368 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.
  • 2,334 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.