Mawer Investment Management’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 | $416M | Sell |
4,716,570
-3,256,952
| -41% | -$235M | 2.83% | 9 |
|
|
2026
Q1 | $504M | Sell |
7,973,522
-2,197,570
| -22% | -$155M | 3.26% | 7 |
|
|
2025
Q4 | $687M | Sell |
10,171,092
-1,649,674
| -14% | -$110M | 3.85% | 6 |
|
|
2025
Q3 | $731M | Sell |
11,820,766
-3,035,440
| -20% | -$167M | 3.8% | 8 |
|
|
2025
Q2 | $734M | Sell |
14,856,206
-2,875,660
| -16% | -$118M | 3.72% | 8 |
|
|
2025
Q1 | $582M | Sell |
17,731,866
-4,967,882
| -22% | -$169M | 2.81% | 10 |
|
|
2024
Q4 | $788M | Sell |
22,699,748
-3,303,614
| -13% | -$116M | 3.58% | 9 |
|
|
2024
Q3 | $847M | Sell |
26,003,362
-4,906,650
| -16% | -$159M | 3.86% | 7 |
|
|
2024
Q2 | $1.04B | Sell |
30,910,012
-1,808,896
| -6% | -$57.1M | 4.93% | 6 |
|
|
2024
Q1 | $944M | Buy |
32,718,908
+9,312
| +0% | +$244K | 4.38% | 5 |
|
|
2023
Q4 | $811M | Sell |
32,709,596
-1,000,072
| -3% | -$22.1M | 4.15% | 5 |
|
|
2023
Q3 | $708M | Sell |
33,709,668
-764,872
| -2% | -$16.4M | 3.78% | 5 |
|
|
2023
Q2 | $732M | Sell |
34,474,540
-999,192
| -3% | -$19.4M | 3.83% | 4 |
|
|
2023
Q1 | $725M | Sell |
35,473,732
-145,920
| -0.4% | -$2.88M | 3.95% | 5 |
|
|
2022
Q4 | $678M | Buy |
35,619,652
+1,131,696
| +3% | +$21.4M | 3.82% | 6 |
|
|
2022
Q3 | $577M | Sell |
34,487,956
-480,768
| -1% | -$8.73M | 3.5% | 9 |
|
|
2022
Q2 | $563M | Sell |
34,968,724
-227,796
| -0.6% | -$3.96M | 3.2% | 10 |
|
|
2022
Q1 | $663M | Buy |
35,196,520
+183,748
| +0.5% | +$3.56M | 3.15% | 10 |
|
|
2021
Q4 | $766M | Sell |
35,012,772
-368,780
| -1% | -$7.47M | 3.45% | 7 |
|
|
2021
Q3 | $648M | Buy |
35,381,552
+2,401,860
| +7% | +$44.1M | 3.1% | 11 |
|
|
2021
Q2 | $564M | Buy |
32,979,692
+3,130,732
| +10% | +$52.8M | 2.79% | 14 |
|
|
2021
Q1 | $492M | Buy |
29,848,960
+2,101,320
| +8% | +$34.1M | 2.67% | 14 |
|
|
2020
Q4 | $454M | Buy |
27,747,640
+2,805,848
| +11% | +$43.1M | 2.67% | 15 |
|
|
2020
Q3 | $338M | Buy |
24,941,792
+2,178,560
| +10% | +$28.7M | 2.21% | 14 |
|
|
2020
Q2 | $273M | Buy |
22,763,232
+733,040
| +3% | +$8.18M | 2.01% | 17 |
|
|
2020
Q1 | $201M | Buy |
22,030,192
+1,157,432
| +6% | +$13.8M | 1.85% | 20 |
|
|
2019
Q4 | $282M | Buy |
20,872,760
+768,720
| +4% | +$9.81M | 2.29% | 15 |
|
|
2019
Q3 | $243M | Buy |
20,104,040
+983,280
| +5% | +$11.3M | 2.22% | 17 |
|
|
2019
Q2 | $229M | Buy |
19,120,760
+3,129,080
| +20% | +$37.7M | 1.48% | 25 |
|
|
2019
Q1 | $189M | Buy |
15,991,680
+1,090,800
| +7% | +$12.2M | 1.34% | 30 |
|
|
2018
Q4 | $151M | Buy |
14,900,880
+448,800
| +3% | +$4.82M | 1.25% | 34 |
|
|
2018
Q3 | $170M | Buy |
14,452,080
+944,560
| +7% | +$11M | 1.28% | 32 |
|
|
2018
Q2 | $147M | Buy |
13,507,520
+356,720
| +3% | +$3.88M | 1.19% | 34 |
|
|
2018
Q1 | $142M | Buy |
13,150,800
+6,846,960
| +109% | +$77.1M | 1.19% | 33 |
|
|
2017
Q4 | $69.2M | Buy |
6,303,840
+387,760
| +7% | +$4.27M | 0.57% | 54 |
|
|
2017
Q3 | $62.6M | Buy |
5,916,080
+2,496,640
| +73% | +$24.5M | 0.53% | 56 |
|
|
2017
Q2 | $31.6M | Buy |
3,419,440
+1,064,640
| +45% | +$9.72M | 0.29% | 71 |
|
|
2017
Q1 | $20.9M | Buy |
2,354,800
+663,072
| +39% | +$5.74M | 0.2% | 77 |
|
|
2016
Q4 | $14.2M | Buy |
1,691,728
+580,864
| +52% | +$4.84M | 0.15% | 84 |
|
|
2016
Q3 | $9.02M | Buy |
1,110,864
+711,600
| +178% | +$5.41M | 0.09% | 94 |
|
|
2016
Q2 | $2.86M | Sell |
399,264
-736
| -0.2% | -$5.29K | 0.04% | 78 |
|
|
2016
Q1 | $2.89M | Buy |
+400,000
| New | +$2.6M | 0.03% | 95 |
|
Other funds holding APH
Mawer Investment Management's APH Position: Q2 2026 in Review
Mawer Investment Management reduced its Amphenol (APH) stake by 41% in Q2 2026, selling an estimated $235M and leaving 4,716,570 shares worth $416M. The position accounts for 2.83% of the portfolio, ranked #9.
Mawer Investment Management first reported a position in APH in Q1 2016 and has held it in 42 quarters since. The position peaked at $1.04B in Q2 2024. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.
- Mawer Investment Management held 4,716,570 shares of Amphenol worth $416M as of Q2 2026.
- Mawer Investment Management sold 3,256,952 Amphenol shares in Q2 2026, an estimated $235M.
- Amphenol made up 2.83% of Mawer Investment Management's portfolio in Q2 2026, its #9 holding.
- Mawer Investment Management first reported a position in Amphenol in Q1 2016 and has held it in 42 quarters since.
- Mawer Investment Management's Amphenol position peaked at $1.04B in Q2 2024.
- 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.
Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.