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HM Payson & Co’s Amphenol APH Stock Holding History

HM Payson & Co’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 		$20.7M Buy
234,460
+102,660
+78% +$7.4M 0.27% 68
2026
Q1 		$8.33M Buy
131,800
+116,274
+749% +$8.18M 0.12% 92
2025
Q4 		$1.05M Buy
15,526
+22
+0.1% +$1.47K 0.01% 213
2025
Q3 		$959K Sell
15,504
-1,004
-6% -$55.1K 0.01% 227
2025
Q2 		$815K Sell
16,508
-2,968
-15% -$121K 0.01% 232
2025
Q1 		$639K Sell
19,476
-48
-0.2% -$1.64K 0.01% 256
2024
Q4 		$678K Hold
19,524
– – 0.01% 248
2024
Q3 		$636K Buy
19,524
+48
+0.2% +$1.56K 0.01% 263
2024
Q2 		$656K Hold
19,476
– – 0.01% 246
2024
Q1 		$562K Buy
19,476
+1,228
+7% +$32.2K 0.01% 273
2023
Q4 		$452K Hold
18,248
– – 0.01% 285
2023
Q3 		$383K Hold
18,248
– – 0.01% 293
2023
Q2 		$388K Hold
18,248
– – 0.01% 290
2023
Q1 		$373K Sell
18,248
-72
-0.4% -$1.42K 0.01% 289
2022
Q4 		$349K Buy
18,320
+72
+0.4% +$1.36K 0.01% 291
2022
Q3 		$305K Sell
18,248
-40
-0.2% -$726 0.01% 303
2022
Q2 		$294K Hold
18,288
– – 0.01% 312
2022
Q1 		$345K Sell
18,288
-152
-0.8% -$2.94K 0.01% 320
2021
Q4 		$403K Hold
18,440
– – 0.01% 309
2021
Q3 		$338K Hold
18,440
– – 0.01% 316
2021
Q2 		$315K Sell
18,440
-304
-2% -$5.13K 0.01% 326
2021
Q1 		$309K Buy
18,744
+344
+2% +$5.59K 0.01% 324
2020
Q4 		$301K Sell
18,400
-1,568
-8% -$24.1K 0.01% 334
2020
Q3 		$270K Buy
19,968
+1,720
+9% +$22.7K 0.01% 319
2020
Q2 		$219K Sell
18,248
-3,200
-15% -$35.7K 0.01% 330
2020
Q1 		$195K Buy
21,448
+672
+3% +$8.01K 0.01% 322
2019
Q4 		$281K Hold
20,776
– – 0.01% 335
2019
Q3 		$251K Buy
20,776
+400
+2% +$4.61K 0.01% 351
2019
Q2 		$244K Buy
+20,376
New +$245K 0.01% 364

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 $3.38T AUM 44.17% 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

HM Payson & Co's APH Position: Q2 2026 in Review

HM Payson & Co increased its Amphenol (APH) stake by 78% in Q2 2026, buying an estimated $7.4M and bringing the position to 234,460 shares worth $20.7M. The position accounts for 0.27% of the portfolio, ranked #68.

HM Payson & Co first reported a position in APH in Q2 2019 and has held it in 29 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • HM Payson & Co held 234,460 shares of Amphenol worth $20.7M as of Q2 2026.
  • HM Payson & Co bought 102,660 Amphenol shares in Q2 2026, an estimated $7.4M.
  • Amphenol made up 0.27% of HM Payson & Co's portfolio in Q2 2026, its #68 holding.
  • HM Payson & Co first reported a position in Amphenol in Q2 2019 and has held it in 29 quarters since.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.