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John Armitage’s Amphenol APH Stock Holding History

John Armitage’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 		$858M Buy
4,866,688
+1,995,335
+69% +$288M 8.29% 3
2026
Q1 		$363M Sell
2,871,353
-836,558
-23% -$118M 4.03% 10
2025
Q4 		$501M Sell
3,707,911
-115,511
-3% -$15.5M 5.45% 6
2025
Q3 		$473M Buy
3,823,422
+654,949
+21% +$71.9M 4.99% 8
2025
Q2 		$313M Buy
3,168,473
+1,405,850
+80% +$115M 3.21% 16
2025
Q1 		$116M Buy
+1,762,623
New +$120M 1.33% 23

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 $3.37T AUM 44.26% 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

John Armitage's APH Position: Q2 2026 in Review

John Armitage increased its Amphenol (APH) stake by 69% in Q2 2026, buying an estimated $288M and bringing the position to 4,866,688 shares worth $858M. The position accounts for 8.29% of the portfolio, ranked #3.

John Armitage first reported a position in APH in Q1 2025 and has held it in 6 quarters since. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • John Armitage held 4,866,688 shares of Amphenol worth $858M as of Q2 2026.
  • John Armitage bought 1,995,335 Amphenol shares in Q2 2026, an estimated $288M.
  • Amphenol made up 8.29% of John Armitage's portfolio in Q2 2026, its #3 holding.
  • John Armitage first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
  • 2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.