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Marietta Investment Partners’s Amphenol APH Stock Holding History

Marietta Investment Partners’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 		$9.91M Sell
112,372
-2,318
-2% -$167K 1.7% 14
2026
Q1 		$7.25M Buy
114,690
+4,748
+4% +$334K 1.45% 21
2025
Q4 		$7.43M Sell
109,942
-3,476
-3% -$232K 1.47% 21
2025
Q3 		$7.02M Buy
113,418
+7,054
+7% +$387K 1.35% 23
2025
Q2 		$5.25M Buy
106,364
+30,260
+40% +$1.24M 1.15% 28
2025
Q1 		$2.5M Buy
76,104
+568
+0.8% +$19.4K 0.6% 48
2024
Q4 		$2.62M Sell
75,536
-2,628
-3% -$92K 0.58% 46
2024
Q3 		$2.55M Sell
78,164
-2,080
-3% -$67.4K 0.54% 50
2024
Q2 		$2.7M Sell
80,244
-5,880
-7% -$186K 0.59% 46
2024
Q1 		$2.48M Sell
86,124
-4,740
-5% -$124K 0.54% 48
2023
Q4 		$2.25M Buy
90,864
+4,936
+6% +$109K 0.56% 52
2023
Q3 		$1.8M Sell
85,928
-448
-0.5% -$9.63K 0.51% 51
2023
Q2 		$1.83M Sell
86,376
-19,468
-18% -$378K 0.48% 52
2023
Q1 		$2.16M Buy
105,844
+1,236
+1% +$24.4K 0.6% 43
2022
Q4 		$1.99M Buy
104,608
+33,736
+48% +$638K 0.56% 46
2022
Q3 		$1.35M Buy
+70,872
New +$1.29M 0.4% 54
2015
Q2 		– Sell
-30,224
Closed -$223K – 115
2015
Q1 		$223K Buy
+30,224
New +$212K 0.09% 107
2014
Q2 		– Sell
-55,600
Closed -$318K – 114
2014
Q1 		$318K Sell
55,600
-6,592
-11% -$36.7K 0.12% 103
2013
Q4 		$347K Buy
62,192
+5,824
+10% +$30.1K 0.13% 107
2013
Q3 		$273K Buy
56,368
+1,232
+2% +$6.01K 0.11% 113
2013
Q2 		$269K Buy
+55,136
New +$264K 0.12% 111

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 $3.38T AUM 44.17% 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

Marietta Investment Partners's APH Position: Q2 2026 in Review

Marietta Investment Partners reduced its Amphenol (APH) stake by 2% in Q2 2026, selling an estimated $167K and leaving 112,372 shares worth $9.91M. The position accounts for 1.7% of the portfolio, ranked #14.

Marietta Investment Partners first reported a position in APH in Q2 2013 and has held it in 21 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Marietta Investment Partners held 112,372 shares of Amphenol worth $9.91M as of Q2 2026.
  • Marietta Investment Partners sold 2,318 Amphenol shares in Q2 2026, an estimated $167K.
  • Amphenol made up 1.7% of Marietta Investment Partners's portfolio in Q2 2026, its #14 holding.
  • Marietta Investment Partners first reported a position in Amphenol in Q2 2013 and has held it in 21 quarters since.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Marietta Investment Partners's 13F filing for Q2 2026, filed 12 Aug 2026.