Harding Loevner’s Amphenol APH Stock Holding History

Harding Loevner’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	$125M	Sell	709,282 -183,432	-21%	-$26.4M	1.18%	24
2026 Q1	$113M	Sell	892,714 -61,645	-6%	-$8.68M	1.16%	29
2025 Q4	$129M	Sell	954,359 -297,555	-24%	-$39.8M	1.13%	31
2025 Q3	$155M	Sell	1,251,914 -191,563	-13%	-$21M	1.14%	31
2025 Q2	$143M	Buy	1,443,477 +27,036	+2%	+$2.21M	0.96%	33
2025 Q1	$92.9M	Buy	+1,416,441	New	+$96.6M	0.71%	43
2022 Q4	–	Sell	-576	Closed	-$19K	–	89
2022 Q3	$19K	Hold	576	–	–	﹤0.01%	127
2022 Q2	$19K	Hold	576	–	–	﹤0.01%	128
2022 Q1	$20K	Hold	576	–	–	﹤0.01%	126
2021 Q4	$25K	Hold	576	–	–	﹤0.01%	131
2021 Q3	$21K	Hold	576	–	–	﹤0.01%	125
2021 Q2	$20K	Hold	576	–	–	﹤0.01%	129
2021 Q1	$19K	Hold	576	–	–	﹤0.01%	134
2020 Q4	$19K	Hold	576	–	–	﹤0.01%	130
2020 Q3	$16K	Hold	576	–	–	﹤0.01%	160
2020 Q2	$14K	Hold	576	–	–	﹤0.01%	130
2020 Q1	$10K	Sell	576 -2,224	-79%	-$53K	﹤0.01%	136
2019 Q4	$76K	Hold	2,800	–	–	﹤0.01%	98
2019 Q3	$68K	Hold	2,800	–	–	﹤0.01%	91
2019 Q2	$67K	Hold	2,800	–	–	﹤0.01%	102
2019 Q1	$66K	Hold	2,800	–	–	﹤0.01%	95
2018 Q4	$57K	Hold	2,800	–	–	﹤0.01%	97
2018 Q3	$66K	Hold	2,800	–	–	﹤0.01%	90
2018 Q2	$61K	Hold	2,800	–	–	﹤0.01%	91
2018 Q1	$60K	Hold	2,800	–	–	﹤0.01%	99
2017 Q4	$61K	Hold	2,800	–	–	﹤0.01%	93
2017 Q3	$59K	Hold	2,800	–	–	﹤0.01%	89
2017 Q2	$52K	Buy	+2,800	New	+$51.1K	﹤0.01%	91

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

Harding Loevner's APH Position: Q2 2026 in Review

Harding Loevner reduced its Amphenol (APH) stake by 21% in Q2 2026, selling an estimated $26.4M and leaving 709,282 shares worth $125M. The position accounts for 1.18% of the portfolio, ranked #24.

Harding Loevner first reported a position in APH in Q2 2017 and has held it in 28 quarters since. The position peaked at $155M in Q3 2025. 2,321 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Harding Loevner held 709,282 shares of Amphenol worth $125M as of Q2 2026.
Harding Loevner sold 183,432 Amphenol shares in Q2 2026, an estimated $26.4M.
Amphenol made up 1.18% of Harding Loevner's portfolio in Q2 2026, its #24 holding.
Harding Loevner first reported a position in Amphenol in Q2 2017 and has held it in 28 quarters since.
Harding Loevner's Amphenol position peaked at $155M in Q3 2025.
2,321 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Harding Loevner's 13F filing for Q2 2026, filed 14 Aug 2026.