LMR Partners’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 | $90.1M | Buy |
+1,022,362
| New | +$73.7M | 0.34% | 58 |
|
|
2026
Q1 | – | Sell |
-1,930
| Closed | -$136K | – | 1447 |
|
|
2025
Q4 | $130K | Sell |
1,930
-94,002
| -98% | -$6.29M | ﹤0.01% | 1321 |
|
|
2025
Q3 | $5.94M | Sell |
95,932
-222,906
| -70% | -$12.2M | 0.03% | 465 |
|
|
2025
Q2 | $15.7M | Sell |
318,838
-461,420
| -59% | -$18.9M | 0.11% | 191 |
|
|
2025
Q1 | $25.6M | Sell |
780,258
-432,336
| -36% | -$14.7M | 0.24% | 104 |
|
|
2024
Q4 | $42.1M | Buy |
1,212,594
+622,994
| +106% | +$21.8M | 0.35% | 48 |
|
|
2024
Q3 | $19.2M | Buy |
589,600
+447,568
| +315% | +$14.5M | 0.15% | 118 |
|
|
2024
Q2 | $4.78M | Sell |
142,032
-1,853,916
| -93% | -$58.5M | 0.04% | 335 |
|
|
2024
Q1 | $57.6M | Buy |
1,995,948
+1,755,944
| +732% | +$46M | 0.59% | 32 |
|
|
2023
Q4 | $5.95M | Buy |
+240,004
| New | +$5.3M | 0.07% | 273 |
|
|
2023
Q1 | – | Sell |
-10,788
| Closed | -$205K | – | 1019 |
|
|
2022
Q4 | $205K | Buy |
+10,788
| New | +$204K | ﹤0.01% | 993 |
|
|
2022
Q2 | – | Sell |
-100,612
| Closed | -$1.9M | – | 1282 |
|
|
2022
Q1 | $1.9M | Buy |
+100,612
| New | +$1.95M | 0.02% | 600 |
|
|
2021
Q2 | – | Sell |
-16,452
| Closed | -$271K | – | 1109 |
|
|
2021
Q1 | $271K | Buy |
+16,452
| New | +$267K | 0.01% | 748 |
|
|
2020
Q4 | – | Sell |
-27,552
| Closed | -$373K | – | 489 |
|
|
2020
Q3 | $373K | Buy |
+27,552
| New | +$363K | 0.01% | 294 |
|
|
2020
Q1 | – | Sell |
-35,080
| Closed | -$475K | – | 254 |
|
|
2019
Q4 | $475K | Sell |
35,080
-17,448
| -33% | -$223K | ﹤0.01% | 304 |
|
|
2019
Q3 | $634K | Buy |
+52,528
| New | +$605K | 0.03% | 232 |
|
|
2018
Q3 | – | Sell |
-59,584
| Closed | -$649K | – | 358 |
|
|
2018
Q2 | $649K | Sell |
59,584
-81,184
| -58% | -$883K | 0.03% | 224 |
|
|
2018
Q1 | $1.54M | Hold |
140,768
| – | – | 0.16% | 127 |
|
|
2017
Q4 | $1.54M | Buy |
+140,768
| New | +$1.55M | 0.16% | 127 |
|
|
2017
Q3 | – | Sell |
-117,848
| Closed | -$1.09M | – | 326 |
|
|
2017
Q2 | $1.09M | Buy |
+117,848
| New | +$1.08M | 0.07% | 289 |
|
|
2017
Q1 | – | Sell |
-53,272
| Closed | -$447K | – | 355 |
|
|
2016
Q4 | $447K | Buy |
+53,272
| New | +$444K | 0.07% | 248 |
|
|
2016
Q3 | – | Sell |
-62,456
| Closed | -$448K | – | 344 |
|
|
2016
Q2 | $448K | Buy |
+62,456
| New | +$449K | 0.07% | 299 |
|
|
2015
Q3 | – | Sell |
-71,640
| Closed | -$519K | – | 319 |
|
|
2015
Q2 | $519K | Buy |
71,640
+29,440
| +70% | +$211K | 0.06% | 302 |
|
|
2015
Q1 | $311K | Sell |
42,200
-53,216
| -56% | -$373K | 0.04% | 338 |
|
|
2014
Q4 | $642K | Buy |
+95,416
| New | +$610K | 0.08% | 259 |
|
|
2014
Q3 | – | Sell |
-344,656
| Closed | -$2.08M | – | 330 |
|
|
2014
Q2 | $2.08M | Buy |
+344,656
| New | +$2.05M | 0.17% | 162 |
|
Other funds holding APH
LMR Partners's APH Position: Q2 2026 in Review
LMR Partners opened a new position in Amphenol (APH) in Q2 2026: 1,022,362 shares worth $90.1M. The stake represents 0.34% of the portfolio and ranks #58 among its holdings. This is a return to the name: LMR Partners previously reported a position in APH as recently as Q4 2025.
LMR Partners first reported a position in APH in Q2 2014 and has held it in 26 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.
- LMR Partners held 1,022,362 shares of Amphenol worth $90.1M as of Q2 2026.
- Amphenol was a new LMR Partners position in Q2 2026.
- Amphenol made up 0.34% of LMR Partners's portfolio in Q2 2026, its #58 holding.
- LMR Partners first reported a position in Amphenol in Q2 2014 and has held it in 26 quarters since.
- 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.
Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.