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JM2 Capital’s Amphenol APH Stock Holding History

JM2 Capital’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 		$1.14M Sell
6,489
-101
-2% -$14.6K 0.79% 30
2026
Q1 		$833K Sell
6,590
-65
-1% -$9.15K 0.69% 39
2025
Q4 		$899K Buy
+6,655
New +$890K 0.72% 39

Other funds holding APH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

JM2 Capital's APH Position: Q2 2026 in Review

JM2 Capital reduced its Amphenol (APH) stake by 1.5% in Q2 2026, selling an estimated $14.6K and leaving 6,489 shares worth $1.14M. The position accounts for 0.79% of the portfolio, ranked #30.

JM2 Capital first reported a position in APH in Q4 2025 and has held it in 3 quarters since. 1,296 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • JM2 Capital held 6,489 shares of Amphenol worth $1.14M as of Q2 2026.
  • JM2 Capital sold 101 Amphenol shares in Q2 2026, an estimated $14.6K.
  • Amphenol made up 0.79% of JM2 Capital's portfolio in Q2 2026, its #30 holding.
  • JM2 Capital first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • 1,296 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.