MIP
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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
Q1 		$7.25M Buy
57,345
+2,374
+4% +$334K 1.45% 21
2025
Q4 		$7.43M Sell
54,971
-1,738
-3% -$232K 1.47% 21
2025
Q3 		$7.02M Buy
56,709
+3,527
+7% +$387K 1.35% 23
2025
Q2 		$5.25M Buy
53,182
+15,130
+40% +$1.24M 1.15% 28
2025
Q1 		$2.5M Buy
38,052
+284
+0.8% +$19.4K 0.6% 48
2024
Q4 		$2.62M Sell
37,768
-1,314
-3% -$92K 0.58% 46
2024
Q3 		$2.55M Sell
39,082
-1,040
-3% -$67.4K 0.54% 50
2024
Q2 		$2.7M Sell
40,122
-2,940
-7% -$186K 0.59% 46
2024
Q1 		$2.48M Sell
43,062
-2,370
-5% -$124K 0.54% 48
2023
Q4 		$2.25M Buy
45,432
+2,468
+6% +$109K 0.56% 52
2023
Q3 		$1.8M Sell
42,964
-224
-0.5% -$9.63K 0.51% 51
2023
Q2 		$1.83M Sell
43,188
-9,734
-18% -$378K 0.48% 52
2023
Q1 		$2.16M Buy
52,922
+618
+1% +$24.4K 0.6% 43
2022
Q4 		$1.99M Buy
52,304
+16,868
+48% +$638K 0.56% 46
2022
Q3 		$1.35M Buy
+35,436
New +$1.29M 0.4% 54
2015
Q2 		– Sell
-15,112
Closed -$223K – 115
2015
Q1 		$223K Buy
+15,112
New +$212K 0.09% 107
2014
Q2 		– Sell
-27,800
Closed -$318K – 114
2014
Q1 		$318K Sell
27,800
-3,296
-11% -$36.7K 0.12% 103
2013
Q4 		$347K Buy
31,096
+2,912
+10% +$30.1K 0.13% 107
2013
Q3 		$273K Buy
28,184
+616
+2% +$6.01K 0.11% 113
2013
Q2 		$269K Buy
+27,568
New +$264K 0.12% 111

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Marietta Investment Partners's APH Position: Q1 2026 in Review

Marietta Investment Partners increased its Amphenol (APH) stake by 4.3% in Q1 2026, buying an estimated $334K and bringing the position to 57,345 shares worth $7.25M. The position accounts for 1.45% of the portfolio, ranked #21.

Marietta Investment Partners first reported a position in APH in Q2 2013 and has held it in 20 quarters since. The position peaked at $7.43M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Marietta Investment Partners held 57,345 shares of Amphenol worth $7.25M as of Q1 2026.
  • Marietta Investment Partners bought 2,374 Amphenol shares in Q1 2026, an estimated $334K.
  • Amphenol made up 1.45% of Marietta Investment Partners's portfolio in Q1 2026, its #21 holding.
  • Marietta Investment Partners first reported a position in Amphenol in Q2 2013 and has held it in 20 quarters since.
  • Marietta Investment Partners's Amphenol position peaked at $7.43M in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Marietta Investment Partners's 13F filing for Q1 2026, filed 28 Apr 2026.