Main Street Research’s Amphenol APH Stock Holding History

Main Street Research’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	$54.4M	Buy	308,716 +7,673	+3%	+$1.11M	2.57%	16
2026 Q1	$38M	Buy	301,043 +5,686	+2%	+$800K	2.21%	22
2025 Q4	$40M	Sell	295,357 -1,954	-0.7%	-$261K	2.29%	19
2025 Q3	$36.8M	Buy	+297,311	New	+$32.6M	1.99%	21

Other funds holding APH

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Main Street Research's APH Position: Q2 2026 in Review

Main Street Research increased its Amphenol (APH) stake by 2.5% in Q2 2026, buying an estimated $1.11M and bringing the position to 308,716 shares worth $54.4M. The position accounts for 2.57% of the portfolio, ranked #16.

Main Street Research first reported a position in APH in Q3 2025 and has held it in 4 quarters since. 929 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Main Street Research held 308,716 shares of Amphenol worth $54.4M as of Q2 2026.
Main Street Research bought 7,673 Amphenol shares in Q2 2026, an estimated $1.11M.
Amphenol made up 2.57% of Main Street Research's portfolio in Q2 2026, its #16 holding.
Main Street Research first reported a position in Amphenol in Q3 2025 and has held it in 4 quarters since.
929 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Main Street Research's 13F filing for Q2 2026, filed 29 Jul 2026.