First Manhattan’s Amphenol APH Stock Holding History

First Manhattan’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	$28.3M	Buy	320,972 +4,750	+2%	+$342K	0.07%	101
2026 Q1	$20M	Sell	316,222 -5,612	-2%	-$395K	0.06%	114
2025 Q4	$21.8M	Sell	321,834 -63,062	-16%	-$4.22M	0.06%	112
2025 Q3	$23.8M	Sell	384,896 -140	-0%	-$7.68K	0.06%	105
2025 Q2	$19M	Buy	385,036 +12,000	+3%	+$491K	0.05%	121
2025 Q1	$12.3M	Buy	373,036 +329,972	+766%	+$11.3M	0.04%	135
2024 Q4	$1.5M	Sell	43,064 -18,140	-30%	-$635K	﹤0.01%	342
2024 Q3	$2M	Buy	61,204 +2,000	+3%	+$64.8K	0.01%	292
2024 Q2	$2M	Sell	59,204 -2,800	-5%	-$88.3K	0.01%	299
2024 Q1	$1.79M	Hold	62,004	–	–	0.01%	306
2023 Q4	$1.54M	Sell	62,004 -276	-0.4%	-$6.1K	0.01%	324
2023 Q3	$1.31M	Sell	62,280 -14,196	-19%	-$305K	﹤0.01%	357
2023 Q2	$1.62M	Sell	76,476 -28,400	-27%	-$552K	0.01%	331
2023 Q1	$2.14M	Sell	104,876 -308	-0.3%	-$6.08K	0.01%	312
2022 Q4	$2M	Buy	105,184 +1,268	+1%	+$24K	0.01%	331
2022 Q3	$1.74M	Hold	103,916	–	–	0.01%	336
2022 Q2	$1.67M	Buy	103,916 +4,540	+5%	+$78.9K	0.01%	355
2022 Q1	$1.87M	Buy	99,376 +5,640	+6%	+$109K	0.01%	372
2021 Q4	$2.05M	Sell	93,736 -5,784	-6%	-$117K	0.01%	344
2021 Q3	$1.82M	Sell	99,520 -9,440	-9%	-$173K	0.01%	348
2021 Q2	$1.86M	Hold	108,960	–	–	0.01%	337
2021 Q1	$1.8M	Sell	108,960 -43,960	-29%	-$714K	0.01%	338
2020 Q4	$2.5M	Sell	152,920 -4,240	-3%	-$65.1K	0.01%	294
2020 Q3	$2.13M	Hold	157,160	–	–	0.01%	299
2020 Q2	$1.88M	Buy	157,160 +101,160	+181%	+$1.13M	0.01%	319
2020 Q1	$510K	Hold	56,000	–	–	﹤0.01%	462
2019 Q4	$757K	Hold	56,000	–	–	﹤0.01%	461
2019 Q3	$675K	Sell	56,000 -296	-0.5%	-$3.41K	﹤0.01%	475
2019 Q2	$675K	Hold	56,296	–	–	﹤0.01%	499
2019 Q1	$664K	Buy	56,296 +296	+0.5%	+$3.31K	﹤0.01%	507
2018 Q4	$567K	Hold	56,000	–	–	﹤0.01%	528
2018 Q3	$658K	Hold	56,000	–	–	﹤0.01%	534
2018 Q2	$610K	Hold	56,000	–	–	﹤0.01%	521
2018 Q1	$602K	Sell	56,000 -41,704	-43%	-$469K	﹤0.01%	510
2017 Q4	$1.07M	Buy	97,704 +41,704	+74%	+$459K	0.01%	437
2017 Q3	$592K	Hold	56,000	–	–	﹤0.01%	513
2017 Q2	$516K	Hold	56,000	–	–	﹤0.01%	521
2017 Q1	$498K	Hold	56,000	–	–	﹤0.01%	522
2016 Q4	$470K	Hold	56,000	–	–	﹤0.01%	517
2016 Q3	$454K	Hold	56,000	–	–	﹤0.01%	531
2016 Q2	$401K	Hold	56,000	–	–	﹤0.01%	548
2016 Q1	$404K	Hold	56,000	–	–	﹤0.01%	535
2015 Q4	$365K	Hold	56,000	–	–	﹤0.01%	560
2015 Q3	$356K	Hold	56,000	–	–	﹤0.01%	559
2015 Q2	$405K	Hold	56,000	–	–	﹤0.01%	558
2015 Q1	$412K	Hold	56,000	–	–	﹤0.01%	550
2014 Q4	$376K	Hold	56,000	–	–	﹤0.01%	562
2014 Q3	$349K	Hold	56,000	–	–	﹤0.01%	587
2014 Q2	$337K	Hold	56,000	–	–	﹤0.01%	589
2014 Q1	$320K	Hold	56,000	–	–	﹤0.01%	593
2013 Q4	$312K	Hold	56,000	–	–	﹤0.01%	593
2013 Q3	$270K	Hold	56,000	–	–	﹤0.01%	611
2013 Q2	$270K	Buy	+56,000	New	+$268K	﹤0.01%	612

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Manhattan's APH Position: Q2 2026 in Review

First Manhattan increased its Amphenol (APH) stake by 1.5% in Q2 2026, buying an estimated $342K and bringing the position to 320,972 shares worth $28.3M. The position accounts for 0.07% of the portfolio, ranked #101.

First Manhattan first reported a position in APH in Q2 2013 and has held it in 53 quarters since. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

First Manhattan held 320,972 shares of Amphenol worth $28.3M as of Q2 2026.
First Manhattan bought 4,750 Amphenol shares in Q2 2026, an estimated $342K.
Amphenol made up 0.07% of First Manhattan's portfolio in Q2 2026, its #101 holding.
First Manhattan first reported a position in Amphenol in Q2 2013 and has held it in 53 quarters since.
2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.