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
Q2
$997M Buy
11,313,934
+176,636
+2% +$12.7M 4.51% 5
2026
Q1
$704M Sell
11,137,298
-3,424,348
-24% -$241M 3.28% 12
2025
Q4
$984M Sell
14,561,646
-3,053,050
-17% -$204M 3.9% 7
2025
Q3
$1.09B Sell
17,614,696
-2,262,068
-11% -$124M 4.29% 6
2025
Q2
$981M Sell
19,876,764
-2,918,674
-13% -$119M 4.01% 6
2025
Q1
$748M Sell
22,795,438
-1,833,370
-7% -$62.5M 3.24% 14
2024
Q4
$855M Sell
24,628,808
-66,452
-0.3% -$2.33M 3.4% 10
2024
Q3
$805M Sell
24,695,260
-2,688,828
-10% -$87.2M 3.16% 13
2024
Q2
$922M Sell
27,384,088
-3,923,628
-13% -$124M 3.87% 8
2024
Q1
$903M Sell
31,307,716
-188,816
-0.6% -$4.95M 3.93% 11
2023
Q4
$781M Sell
31,496,532
-136,736
-0.4% -$3.02M 3.56% 12
2023
Q3
$664M Buy
31,633,268
+604,232
+2% +$13M 2.93% 13
2023
Q2
$659M Buy
31,029,036
+805,932
+3% +$15.7M 2.66% 15
2023
Q1
$617M Sell
30,223,104
-2,746,380
-8% -$54.2M 2.6% 17
2022
Q4
$628M Sell
32,969,484
-9,420,132
-22% -$178M 2.4% 22
2022
Q3
$710M Buy
42,389,616
+612,156
+1% +$11.1M 2.61% 12
2022
Q2
$672M Sell
41,777,460
-641,700
-2% -$11.2M 2.26% 19
2022
Q1
$799M Buy
42,419,160
+4,156,884
+11% +$80.5M 2.23% 19
2021
Q4
$837M Buy
38,262,276
+1,260,116
+3% +$25.5M 2.25% 19
2021
Q3
$677M Buy
37,002,160
+3,647,012
+11% +$67M 1.97% 22
2021
Q2
$570M Buy
33,355,148
+32,906,052
+7,327% +$555M 1.71% 22
2021
Q1
$7.41M Buy
+449,096
New +$7.29M 0.03% 78

Other funds holding APH

Flossbach Von Storch's APH Position: Q2 2026 in Review

Flossbach Von Storch increased its Amphenol (APH) stake by 1.6% in Q2 2026, buying an estimated $12.7M and bringing the position to 11,313,934 shares worth $997M. The position accounts for 4.51% of the portfolio, ranked #5.

Flossbach Von Storch first reported a position in APH in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.09B in Q3 2025. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Flossbach Von Storch held 11,313,934 shares of Amphenol worth $997M as of Q2 2026.
  • Flossbach Von Storch bought 176,636 Amphenol shares in Q2 2026, an estimated $12.7M.
  • Amphenol made up 4.51% of Flossbach Von Storch's portfolio in Q2 2026, its #5 holding.
  • Flossbach Von Storch first reported a position in Amphenol in Q1 2021 and has held it in 22 quarters since.
  • Flossbach Von Storch's Amphenol position peaked at $1.09B in Q3 2025.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Flossbach Von Storch's 13F filing for Q2 2026, filed 10 Aug 2026.