Jensen Investment Management’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 | $108M | Buy |
1,229,320
+778,594
| +173% | +$56.1M | 2.63% | 17 |
|
|
2026
Q1 | $28.5M | Sell |
450,726
-10,250
| -2% | -$721K | 0.56% | 26 |
|
|
2025
Q4 | $31.1M | Sell |
460,976
-1,277,952
| -73% | -$85.5M | 0.49% | 27 |
|
|
2025
Q3 | $108M | Sell |
1,738,928
-3,485,090
| -67% | -$191M | 1.34% | 24 |
|
|
2025
Q2 | $258M | Buy |
5,224,018
+188,836
| +4% | +$7.72M | 3.02% | 17 |
|
|
2025
Q1 | $165M | Sell |
5,035,182
-4,170
| -0.1% | -$142K | 1.83% | 21 |
|
|
2024
Q4 | $175M | Sell |
5,039,352
-1,151,968
| -19% | -$40.3M | 1.58% | 25 |
|
|
2024
Q3 | $202M | Sell |
6,191,320
-1,743,768
| -22% | -$56.5M | 1.69% | 22 |
|
|
2024
Q2 | $267M | Sell |
7,935,088
-3,971,300
| -33% | -$125M | 2.19% | 22 |
|
|
2024
Q1 | $343M | Sell |
11,906,388
-1,561,300
| -12% | -$40.9M | 2.62% | 20 |
|
|
2023
Q4 | $334M | Sell |
13,467,688
-316,648
| -2% | -$6.99M | 2.53% | 20 |
|
|
2023
Q3 | $289M | Sell |
13,784,336
-119,340
| -0.9% | -$2.57M | 2.29% | 21 |
|
|
2023
Q2 | $295M | Buy |
13,903,676
+133,772
| +1% | +$2.6M | 2.17% | 21 |
|
|
2023
Q1 | $278M | Sell |
13,769,904
-471,816
| -3% | -$9.32M | 2.19% | 22 |
|
|
2022
Q4 | $271M | Buy |
14,241,720
+2,674,528
| +23% | +$50.6M | 2.12% | 23 |
|
|
2022
Q3 | $194M | Buy |
11,567,192
+2,237,260
| +24% | +$40.6M | 1.69% | 26 |
|
|
2022
Q2 | $150M | Buy |
9,329,932
+1,966,844
| +27% | +$34.2M | 1.24% | 30 |
|
|
2022
Q1 | $139M | Buy |
7,363,088
+68,660
| +0.9% | +$1.33M | 1.03% | 29 |
|
|
2021
Q4 | $159M | Sell |
7,294,428
-51,080
| -0.7% | -$1.03M | 1.12% | 29 |
|
|
2021
Q3 | $134M | Buy |
7,345,508
+6,785,860
| +1,213% | +$125M | 1.07% | 29 |
|
|
2021
Q2 | $9.57M | Sell |
559,648
-9,032
| -2% | -$152K | 0.07% | 35 |
|
|
2021
Q1 | $9.38M | Sell |
568,680
-34,928
| -6% | -$567K | 0.08% | 34 |
|
|
2020
Q4 | $9.87M | Sell |
603,608
-5,379,016
| -90% | -$82.6M | 0.08% | 33 |
|
|
2020
Q3 | $81M | Sell |
5,982,624
-49,320
| -0.8% | -$650K | 0.72% | 28 |
|
|
2020
Q2 | $72.2M | Sell |
6,031,944
-32,320
| -0.5% | -$361K | 0.69% | 29 |
|
|
2020
Q1 | $55.2M | Sell |
6,064,264
-1,412,312
| -19% | -$16.8M | 0.62% | 29 |
|
|
2019
Q4 | $101M | Sell |
7,476,576
-6,872,920
| -48% | -$87.7M | 1% | 27 |
|
|
2019
Q3 | $173M | Buy |
14,349,496
+260,672
| +2% | +$3M | 1.85% | 26 |
|
|
2019
Q2 | $169M | Sell |
14,088,824
-3,805,392
| -21% | -$45.8M | 1.93% | 23 |
|
|
2019
Q1 | $211M | Sell |
17,894,216
-105,312
| -0.6% | -$1.18M | 2.51% | 19 |
|
|
2018
Q4 | $182M | Buy |
17,999,528
+62,080
| +0.3% | +$667K | 2.58% | 20 |
|
|
2018
Q3 | $211M | Sell |
17,937,448
-20,320
| -0.1% | -$236K | 2.63% | 20 |
|
|
2018
Q2 | $196M | Sell |
17,957,768
-621,360
| -3% | -$6.76M | 2.63% | 22 |
|
|
2018
Q1 | $200M | Buy |
18,579,128
+704
| +0% | +$7.92K | 2.61% | 21 |
|
|
2017
Q4 | $204M | Sell |
18,578,424
-23,568
| -0.1% | -$259K | 2.6% | 21 |
|
|
2017
Q3 | $197M | Sell |
18,601,992
-114,080
| -0.6% | -$1.12M | 2.66% | 21 |
|
|
2017
Q2 | $173M | Sell |
18,716,072
-399,880
| -2% | -$3.65M | 2.37% | 23 |
|
|
2017
Q1 | $170M | Sell |
19,115,952
-48,520
| -0.3% | -$420K | 2.38% | 24 |
|
|
2016
Q4 | $161M | Sell |
19,164,472
-5,879,800
| -23% | -$49M | 2.36% | 24 |
|
|
2016
Q3 | $203M | Sell |
25,044,272
-206,984
| -0.8% | -$1.57M | 3.04% | 16 |
|
|
2016
Q2 | $181M | Sell |
25,251,256
-413,600
| -2% | -$2.97M | 2.81% | 16 |
|
|
2016
Q1 | $185M | Buy |
25,664,856
+113,824
| +0.4% | +$739K | 2.96% | 18 |
|
|
2015
Q4 | $167M | Buy |
25,551,032
+94,400
| +0.4% | +$631K | 2.8% | 19 |
|
|
2015
Q3 | $162M | Buy |
25,456,632
+250,560
| +1% | +$1.68M | 2.85% | 18 |
|
|
2015
Q2 | $183M | Buy |
25,206,072
+5,520
| +0% | +$39.6K | 2.92% | 17 |
|
|
2015
Q1 | $186M | Buy |
25,200,552
+22,688
| +0.1% | +$159K | 2.84% | 18 |
|
|
2014
Q4 | $169M | Sell |
25,177,864
-550,392
| -2% | -$3.52M | 2.62% | 20 |
|
|
2014
Q3 | $161M | Sell |
25,728,256
-893,264
| -3% | -$5.6M | 2.55% | 22 |
|
|
2014
Q2 | $160M | Sell |
26,621,520
-6,827,648
| -20% | -$40.7M | 2.41% | 24 |
|
|
2014
Q1 | $192M | Buy |
33,449,168
+386,720
| +1% | +$2.15M | 2.76% | 22 |
|
|
2013
Q4 | $184M | Sell |
33,062,448
-471,360
| -1% | -$2.44M | 2.62% | 24 |
|
|
2013
Q3 | $162M | Buy |
33,533,808
+368,432
| +1% | +$1.8M | 2.51% | 25 |
|
|
2013
Q2 | $162M | Buy |
+33,165,376
| New | +$159M | 2.65% | 24 |
|
Other funds holding APH
Jensen Investment Management's APH Position: Q2 2026 in Review
Jensen Investment Management increased its Amphenol (APH) stake by 173% in Q2 2026, buying an estimated $56.1M and bringing the position to 1,229,320 shares worth $108M. The position accounts for 2.63% of the portfolio, ranked #17.
Jensen Investment Management first reported a position in APH in Q2 2013 and has held it in 53 quarters since. The position peaked at $343M in Q1 2024. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.
- Jensen Investment Management held 1,229,320 shares of Amphenol worth $108M as of Q2 2026.
- Jensen Investment Management bought 778,594 Amphenol shares in Q2 2026, an estimated $56.1M.
- Amphenol made up 2.63% of Jensen Investment Management's portfolio in Q2 2026, its #17 holding.
- Jensen Investment Management first reported a position in Amphenol in Q2 2013 and has held it in 53 quarters since.
- Jensen Investment Management's Amphenol position peaked at $343M in Q1 2024.
- 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.
Based on Jensen Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.