Marvin & Palmer Associates’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 | – | Sell |
-54,140
| Closed | -$3.42M | – | 29 |
|
|
2026
Q1 | $3.42M | Sell |
54,140
-60
| -0.1% | -$4.22K | 4.09% | 15 |
|
|
2025
Q4 | $3.66M | Sell |
54,200
-4,418
| -8% | -$295K | 2.59% | 17 |
|
|
2025
Q3 | $4.08M | Sell |
58,618
-4,834
| -8% | -$265K | 3.04% | 12 |
|
|
2025
Q2 | $3.13M | Buy |
+63,452
| New | +$2.59M | 2.69% | 17 |
|
|
2023
Q2 | – | Sell |
-482,568
| Closed | -$9.86M | – | 34 |
|
|
2023
Q1 | $9.86M | Buy |
482,568
+111,332
| +30% | +$2.2M | 4.97% | 6 |
|
|
2022
Q4 | $7.07M | Buy |
371,236
+4,636
| +1% | +$87.7K | 3.72% | 18 |
|
|
2022
Q3 | $6.14M | Buy |
+366,600
| New | +$6.66M | 3.77% | 19 |
|
|
2019
Q3 | – | Sell |
-272,288
| Closed | -$3.27M | – | 27 |
|
|
2019
Q2 | $3.27M | Buy |
+272,288
| New | +$3.28M | 2.16% | 24 |
|
|
2018
Q4 | – | Sell |
-387,640
| Closed | -$4.56M | – | 28 |
|
|
2018
Q3 | $4.56M | Buy |
387,640
+41,336
| +12% | +$480K | 3.45% | 18 |
|
|
2018
Q2 | $3.77M | Hold |
346,304
| – | – | 3.71% | 16 |
|
|
2018
Q1 | $3.73M | Buy |
346,304
+40,232
| +13% | +$453K | 3.41% | 19 |
|
|
2017
Q4 | $3.36M | Buy |
306,072
+34,016
| +13% | +$374K | 3.48% | 13 |
|
|
2017
Q3 | $2.88M | Sell |
272,056
-211,984
| -44% | -$2.08M | 3.53% | 13 |
|
|
2017
Q2 | $4.47M | Buy |
484,040
+102,840
| +27% | +$939K | 3.39% | 16 |
|
|
2017
Q1 | $3.39M | Buy |
381,200
+95,200
| +33% | +$824K | 2.46% | 21 |
|
|
2016
Q4 | $2.4M | Buy |
+286,000
| New | +$2.38M | 2.05% | 23 |
|
|
2016
Q1 | – | Sell |
-318,600
| Closed | -$2.09M | – | 49 |
|
|
2015
Q4 | $2.09M | Sell |
318,600
-8,000
| -2% | -$53.5K | 2.14% | 23 |
|
|
2015
Q3 | $2.08M | Sell |
326,600
-51,800
| -14% | -$348K | 2.49% | 17 |
|
|
2015
Q2 | $2.75M | Sell |
378,400
-2,400
| -0.6% | -$17.2K | 2.6% | 15 |
|
|
2015
Q1 | $2.81M | Buy |
380,800
+64,664
| +20% | +$453K | 2.43% | 15 |
|
|
2014
Q4 | $2.13M | Sell |
316,136
-904
| -0.3% | -$5.78K | 2.17% | 18 |
|
|
2014
Q3 | $1.98M | Sell |
317,040
-105,040
| -25% | -$659K | 2.01% | 16 |
|
|
2014
Q2 | $2.54M | Sell |
422,080
-9,600
| -2% | -$57.2K | 2.21% | 11 |
|
|
2014
Q1 | $2.47M | Buy |
431,680
+265,280
| +159% | +$1.48M | 2.17% | 16 |
|
|
2013
Q4 | $927K | Buy |
166,400
+8,000
| +5% | +$41.4K | 0.56% | 57 |
|
|
2013
Q3 | $766K | Sell |
158,400
-57,600
| -27% | -$281K | 0.5% | 63 |
|
|
2013
Q2 | $1.05M | Buy |
+216,000
| New | +$1.03M | 0.57% | 57 |
|
Other funds holding APH
Marvin & Palmer Associates's APH Position: Q2 2026 in Review
Marvin & Palmer Associates sold out of Amphenol (APH) in Q2 2026, closing a stake of 54,140 shares — an estimated $3.42M sold.
Marvin & Palmer Associates first reported a position in APH in Q2 2013 and held it in 27 quarters. The position peaked at $9.86M in Q1 2023. 2,331 funds tracked by Wall St. Rank hold APH as of Q2 2026.
- Marvin & Palmer Associates reported no remaining Amphenol position as of Q2 2026 after selling out during the quarter.
- Marvin & Palmer Associates sold 54,140 Amphenol shares in Q2 2026, an estimated $3.42M.
- Marvin & Palmer Associates first reported a position in Amphenol in Q2 2013 and held it in 27 quarters.
- Marvin & Palmer Associates's Amphenol position peaked at $9.86M in Q1 2023.
- 2,331 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.
Based on Marvin & Palmer Associates's 13F filing for Q2 2026, filed 7 Aug 2026.