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 |
614,660
+389,297
| +173% | +$56.1M | 2.63% | 17 |
|
|
2026
Q1 | $28.5M | Sell |
225,363
-5,125
| -2% | -$721K | 0.56% | 26 |
|
|
2025
Q4 | $31.1M | Sell |
230,488
-638,976
| -73% | -$85.5M | 0.49% | 27 |
|
|
2025
Q3 | $108M | Sell |
869,464
-1,742,545
| -67% | -$191M | 1.34% | 24 |
|
|
2025
Q2 | $258M | Buy |
2,612,009
+94,418
| +4% | +$7.72M | 3.02% | 17 |
|
|
2025
Q1 | $165M | Sell |
2,517,591
-2,085
| -0.1% | -$142K | 1.83% | 21 |
|
|
2024
Q4 | $175M | Sell |
2,519,676
-575,984
| -19% | -$40.3M | 1.58% | 25 |
|
|
2024
Q3 | $202M | Sell |
3,095,660
-871,884
| -22% | -$56.5M | 1.69% | 22 |
|
|
2024
Q2 | $267M | Sell |
3,967,544
-1,985,650
| -33% | -$125M | 2.19% | 22 |
|
|
2024
Q1 | $343M | Sell |
5,953,194
-780,650
| -12% | -$40.9M | 2.62% | 20 |
|
|
2023
Q4 | $334M | Sell |
6,733,844
-158,324
| -2% | -$6.99M | 2.53% | 20 |
|
|
2023
Q3 | $289M | Sell |
6,892,168
-59,670
| -0.9% | -$2.57M | 2.29% | 21 |
|
|
2023
Q2 | $295M | Buy |
6,951,838
+66,886
| +1% | +$2.6M | 2.17% | 21 |
|
|
2023
Q1 | $278M | Sell |
6,884,952
-235,908
| -3% | -$9.32M | 2.19% | 22 |
|
|
2022
Q4 | $271M | Buy |
7,120,860
+1,337,264
| +23% | +$50.6M | 2.12% | 23 |
|
|
2022
Q3 | $194M | Buy |
5,783,596
+1,118,630
| +24% | +$40.6M | 1.69% | 26 |
|
|
2022
Q2 | $150M | Buy |
4,664,966
+983,422
| +27% | +$34.2M | 1.24% | 30 |
|
|
2022
Q1 | $139M | Buy |
3,681,544
+34,330
| +0.9% | +$1.33M | 1.03% | 29 |
|
|
2021
Q4 | $159M | Sell |
3,647,214
-25,540
| -0.7% | -$1.03M | 1.12% | 29 |
|
|
2021
Q3 | $134M | Buy |
3,672,754
+3,392,930
| +1,213% | +$125M | 1.07% | 29 |
|
|
2021
Q2 | $9.57M | Sell |
279,824
-4,516
| -2% | -$152K | 0.07% | 35 |
|
|
2021
Q1 | $9.38M | Sell |
284,340
-17,464
| -6% | -$567K | 0.08% | 34 |
|
|
2020
Q4 | $9.87M | Sell |
301,804
-2,689,508
| -90% | -$82.6M | 0.08% | 33 |
|
|
2020
Q3 | $81M | Sell |
2,991,312
-24,660
| -0.8% | -$650K | 0.72% | 28 |
|
|
2020
Q2 | $72.2M | Sell |
3,015,972
-16,160
| -0.5% | -$361K | 0.69% | 29 |
|
|
2020
Q1 | $55.2M | Sell |
3,032,132
-706,156
| -19% | -$16.8M | 0.62% | 29 |
|
|
2019
Q4 | $101M | Sell |
3,738,288
-3,436,460
| -48% | -$87.7M | 1% | 27 |
|
|
2019
Q3 | $173M | Buy |
7,174,748
+130,336
| +2% | +$3M | 1.85% | 26 |
|
|
2019
Q2 | $169M | Sell |
7,044,412
-1,902,696
| -21% | -$45.8M | 1.93% | 23 |
|
|
2019
Q1 | $211M | Sell |
8,947,108
-52,656
| -0.6% | -$1.18M | 2.51% | 19 |
|
|
2018
Q4 | $182M | Buy |
8,999,764
+31,040
| +0.3% | +$667K | 2.58% | 20 |
|
|
2018
Q3 | $211M | Sell |
8,968,724
-10,160
| -0.1% | -$236K | 2.63% | 20 |
|
|
2018
Q2 | $196M | Sell |
8,978,884
-310,680
| -3% | -$6.76M | 2.63% | 22 |
|
|
2018
Q1 | $200M | Buy |
9,289,564
+352
| +0% | +$7.92K | 2.61% | 21 |
|
|
2017
Q4 | $204M | Sell |
9,289,212
-11,784
| -0.1% | -$259K | 2.6% | 21 |
|
|
2017
Q3 | $197M | Sell |
9,300,996
-57,040
| -0.6% | -$1.12M | 2.66% | 21 |
|
|
2017
Q2 | $173M | Sell |
9,358,036
-199,940
| -2% | -$3.65M | 2.37% | 23 |
|
|
2017
Q1 | $170M | Sell |
9,557,976
-24,260
| -0.3% | -$420K | 2.38% | 24 |
|
|
2016
Q4 | $161M | Sell |
9,582,236
-2,939,900
| -23% | -$49M | 2.36% | 24 |
|
|
2016
Q3 | $203M | Sell |
12,522,136
-103,492
| -0.8% | -$1.57M | 3.04% | 16 |
|
|
2016
Q2 | $181M | Sell |
12,625,628
-206,800
| -2% | -$2.97M | 2.81% | 16 |
|
|
2016
Q1 | $185M | Buy |
12,832,428
+56,912
| +0.4% | +$739K | 2.96% | 18 |
|
|
2015
Q4 | $167M | Buy |
12,775,516
+47,200
| +0.4% | +$631K | 2.8% | 19 |
|
|
2015
Q3 | $162M | Buy |
12,728,316
+125,280
| +1% | +$1.68M | 2.85% | 18 |
|
|
2015
Q2 | $183M | Buy |
12,603,036
+2,760
| +0% | +$39.6K | 2.92% | 17 |
|
|
2015
Q1 | $186M | Buy |
12,600,276
+11,344
| +0.1% | +$159K | 2.84% | 18 |
|
|
2014
Q4 | $169M | Sell |
12,588,932
-275,196
| -2% | -$3.52M | 2.62% | 20 |
|
|
2014
Q3 | $161M | Sell |
12,864,128
-446,632
| -3% | -$5.6M | 2.55% | 22 |
|
|
2014
Q2 | $160M | Sell |
13,310,760
-3,413,824
| -20% | -$40.7M | 2.41% | 24 |
|
|
2014
Q1 | $192M | Buy |
16,724,584
+193,360
| +1% | +$2.15M | 2.76% | 22 |
|
|
2013
Q4 | $184M | Sell |
16,531,224
-235,680
| -1% | -$2.44M | 2.62% | 24 |
|
|
2013
Q3 | $162M | Buy |
16,766,904
+184,216
| +1% | +$1.8M | 2.51% | 25 |
|
|
2013
Q2 | $162M | Buy |
+16,582,688
| 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 614,660 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. 1,457 funds tracked by Wall St. Rank hold APH as of Q2 2026.
- Jensen Investment Management held 614,660 shares of Amphenol worth $108M as of Q2 2026.
- Jensen Investment Management bought 389,297 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.
- 1,457 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.