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
Q1 | $3.42M | Sell |
27,070
-30
| -0.1% | -$4.22K | 4.09% | 15 |
|
|
2025
Q4 | $3.66M | Sell |
27,100
-2,209
| -8% | -$295K | 2.59% | 17 |
|
|
2025
Q3 | $4.08M | Sell |
29,309
-2,417
| -8% | -$265K | 3.04% | 12 |
|
|
2025
Q2 | $3.13M | Buy |
+31,726
| New | +$2.59M | 2.69% | 17 |
|
|
2023
Q2 | – | Sell |
-241,284
| Closed | -$9.86M | – | 34 |
|
|
2023
Q1 | $9.86M | Buy |
241,284
+55,666
| +30% | +$2.2M | 4.97% | 6 |
|
|
2022
Q4 | $7.07M | Buy |
185,618
+2,318
| +1% | +$87.7K | 3.72% | 18 |
|
|
2022
Q3 | $6.14M | Buy |
+183,300
| New | +$6.66M | 3.77% | 19 |
|
|
2019
Q3 | – | Sell |
-136,144
| Closed | -$3.27M | – | 27 |
|
|
2019
Q2 | $3.27M | Buy |
+136,144
| New | +$3.28M | 2.16% | 24 |
|
|
2018
Q4 | – | Sell |
-193,820
| Closed | -$4.56M | – | 28 |
|
|
2018
Q3 | $4.56M | Buy |
193,820
+20,668
| +12% | +$480K | 3.45% | 18 |
|
|
2018
Q2 | $3.77M | Hold |
173,152
| – | – | 3.71% | 16 |
|
|
2018
Q1 | $3.73M | Buy |
173,152
+20,116
| +13% | +$453K | 3.41% | 19 |
|
|
2017
Q4 | $3.36M | Buy |
153,036
+17,008
| +13% | +$374K | 3.48% | 13 |
|
|
2017
Q3 | $2.88M | Sell |
136,028
-105,992
| -44% | -$2.08M | 3.53% | 13 |
|
|
2017
Q2 | $4.47M | Buy |
242,020
+51,420
| +27% | +$939K | 3.39% | 16 |
|
|
2017
Q1 | $3.39M | Buy |
190,600
+47,600
| +33% | +$824K | 2.46% | 21 |
|
|
2016
Q4 | $2.4M | Buy |
+143,000
| New | +$2.38M | 2.05% | 23 |
|
|
2016
Q1 | – | Sell |
-159,300
| Closed | -$2.09M | – | 49 |
|
|
2015
Q4 | $2.09M | Sell |
159,300
-4,000
| -2% | -$53.5K | 2.14% | 23 |
|
|
2015
Q3 | $2.08M | Sell |
163,300
-25,900
| -14% | -$348K | 2.49% | 17 |
|
|
2015
Q2 | $2.75M | Sell |
189,200
-1,200
| -0.6% | -$17.2K | 2.6% | 15 |
|
|
2015
Q1 | $2.81M | Buy |
190,400
+32,332
| +20% | +$453K | 2.43% | 15 |
|
|
2014
Q4 | $2.13M | Sell |
158,068
-452
| -0.3% | -$5.78K | 2.17% | 18 |
|
|
2014
Q3 | $1.98M | Sell |
158,520
-52,520
| -25% | -$659K | 2.01% | 16 |
|
|
2014
Q2 | $2.54M | Sell |
211,040
-4,800
| -2% | -$57.2K | 2.21% | 11 |
|
|
2014
Q1 | $2.47M | Buy |
215,840
+132,640
| +159% | +$1.48M | 2.17% | 16 |
|
|
2013
Q4 | $927K | Buy |
83,200
+4,000
| +5% | +$41.4K | 0.56% | 57 |
|
|
2013
Q3 | $766K | Sell |
79,200
-28,800
| -27% | -$281K | 0.5% | 63 |
|
|
2013
Q2 | $1.05M | Buy |
+108,000
| New | +$1.03M | 0.57% | 57 |
|
Other funds holding APH
VCM
VPM
Marvin & Palmer Associates's APH Position: Q1 2026 in Review
Marvin & Palmer Associates reduced its Amphenol (APH) stake by 0.11% in Q1 2026, selling an estimated $4.22K and leaving 27,070 shares worth $3.42M. The position accounts for 4.09% of the portfolio, ranked #15.
Marvin & Palmer Associates first reported a position in APH in Q2 2013 and has held it in 27 quarters since. The position peaked at $9.86M in Q1 2023. 2,116 funds tracked by Wall St. Rank hold APH as of Q1 2026.
- Marvin & Palmer Associates held 27,070 shares of Amphenol worth $3.42M as of Q1 2026.
- Marvin & Palmer Associates sold 30 Amphenol shares in Q1 2026, an estimated $4.22K.
- Amphenol made up 4.09% of Marvin & Palmer Associates's portfolio in Q1 2026, its #15 holding.
- Marvin & Palmer Associates first reported a position in Amphenol in Q2 2013 and has held it in 27 quarters since.
- Marvin & Palmer Associates's Amphenol position peaked at $9.86M in Q1 2023.
- 2,116 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.
Based on Marvin & Palmer Associates's 13F filing for Q1 2026, filed 8 May 2026.