Flossbach Von Storch’s Amphenol APH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$704M Sell
5,568,649
-1,712,174
-24% -$241M 3.28% 12
2025
Q4
$984M Sell
7,280,823
-1,526,525
-17% -$204M 3.9% 7
2025
Q3
$1.09B Sell
8,807,348
-1,131,034
-11% -$124M 4.29% 6
2025
Q2
$981M Sell
9,938,382
-1,459,337
-13% -$119M 4.01% 6
2025
Q1
$748M Sell
11,397,719
-916,685
-7% -$62.5M 3.24% 14
2024
Q4
$855M Sell
12,314,404
-33,226
-0.3% -$2.33M 3.4% 10
2024
Q3
$805M Sell
12,347,630
-1,344,414
-10% -$87.2M 3.16% 13
2024
Q2
$922M Sell
13,692,044
-1,961,814
-13% -$124M 3.87% 8
2024
Q1
$903M Sell
15,653,858
-94,408
-0.6% -$4.95M 3.93% 11
2023
Q4
$781M Sell
15,748,266
-68,368
-0.4% -$3.02M 3.56% 12
2023
Q3
$664M Buy
15,816,634
+302,116
+2% +$13M 2.93% 13
2023
Q2
$659M Buy
15,514,518
+402,966
+3% +$15.7M 2.66% 15
2023
Q1
$617M Sell
15,111,552
-1,373,190
-8% -$54.2M 2.6% 17
2022
Q4
$628M Sell
16,484,742
-4,710,066
-22% -$178M 2.4% 22
2022
Q3
$710M Buy
21,194,808
+306,078
+1% +$11.1M 2.61% 12
2022
Q2
$672M Sell
20,888,730
-320,850
-2% -$11.2M 2.26% 19
2022
Q1
$799M Buy
21,209,580
+2,078,442
+11% +$80.5M 2.23% 19
2021
Q4
$837M Buy
19,131,138
+630,058
+3% +$25.5M 2.25% 19
2021
Q3
$677M Buy
18,501,080
+1,823,506
+11% +$67M 1.97% 22
2021
Q2
$570M Buy
16,677,574
+16,453,026
+7,327% +$555M 1.71% 22
2021
Q1
$7.41M Buy
+224,548
New +$7.29M 0.03% 78

Other funds holding APH

Flossbach Von Storch's APH Position: Q1 2026 in Review

Flossbach Von Storch reduced its Amphenol (APH) stake by 24% in Q1 2026, selling an estimated $241M and leaving 5,568,649 shares worth $704M. The position accounts for 3.28% of the portfolio, ranked #12.

Flossbach Von Storch first reported a position in APH in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.09B in Q3 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Flossbach Von Storch held 5,568,649 shares of Amphenol worth $704M as of Q1 2026.
  • Flossbach Von Storch sold 1,712,174 Amphenol shares in Q1 2026, an estimated $241M.
  • Amphenol made up 3.28% of Flossbach Von Storch's portfolio in Q1 2026, its #12 holding.
  • Flossbach Von Storch first reported a position in Amphenol in Q1 2021 and has held it in 21 quarters since.
  • Flossbach Von Storch's Amphenol position peaked at $1.09B in Q3 2025.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Flossbach Von Storch's 13F filing for Q1 2026, filed 29 Apr 2026.