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 |
2,358,285
-1,628,476
| -41% | -$235M | 2.83% | 9 |
|
|
2026
Q1 | $504M | Sell |
3,986,761
-1,098,785
| -22% | -$155M | 3.26% | 7 |
|
|
2025
Q4 | $687M | Sell |
5,085,546
-824,837
| -14% | -$110M | 3.85% | 6 |
|
|
2025
Q3 | $731M | Sell |
5,910,383
-1,517,720
| -20% | -$167M | 3.8% | 8 |
|
|
2025
Q2 | $734M | Sell |
7,428,103
-1,437,830
| -16% | -$118M | 3.72% | 8 |
|
|
2025
Q1 | $582M | Sell |
8,865,933
-2,483,941
| -22% | -$169M | 2.81% | 10 |
|
|
2024
Q4 | $788M | Sell |
11,349,874
-1,651,807
| -13% | -$116M | 3.58% | 9 |
|
|
2024
Q3 | $847M | Sell |
13,001,681
-2,453,325
| -16% | -$159M | 3.86% | 7 |
|
|
2024
Q2 | $1.04B | Sell |
15,455,006
-904,448
| -6% | -$57.1M | 4.93% | 6 |
|
|
2024
Q1 | $944M | Buy |
16,359,454
+4,656
| +0% | +$244K | 4.38% | 5 |
|
|
2023
Q4 | $811M | Sell |
16,354,798
-500,036
| -3% | -$22.1M | 4.15% | 5 |
|
|
2023
Q3 | $708M | Sell |
16,854,834
-382,436
| -2% | -$16.4M | 3.78% | 5 |
|
|
2023
Q2 | $732M | Sell |
17,237,270
-499,596
| -3% | -$19.4M | 3.83% | 4 |
|
|
2023
Q1 | $725M | Sell |
17,736,866
-72,960
| -0.4% | -$2.88M | 3.95% | 5 |
|
|
2022
Q4 | $678M | Buy |
17,809,826
+565,848
| +3% | +$21.4M | 3.82% | 6 |
|
|
2022
Q3 | $577M | Sell |
17,243,978
-240,384
| -1% | -$8.73M | 3.5% | 9 |
|
|
2022
Q2 | $563M | Sell |
17,484,362
-113,898
| -0.6% | -$3.96M | 3.2% | 10 |
|
|
2022
Q1 | $663M | Buy |
17,598,260
+91,874
| +0.5% | +$3.56M | 3.15% | 10 |
|
|
2021
Q4 | $766M | Sell |
17,506,386
-184,390
| -1% | -$7.47M | 3.45% | 7 |
|
|
2021
Q3 | $648M | Buy |
17,690,776
+1,200,930
| +7% | +$44.1M | 3.1% | 11 |
|
|
2021
Q2 | $564M | Buy |
16,489,846
+1,565,366
| +10% | +$52.8M | 2.79% | 14 |
|
|
2021
Q1 | $492M | Buy |
14,924,480
+1,050,660
| +8% | +$34.1M | 2.67% | 14 |
|
|
2020
Q4 | $454M | Buy |
13,873,820
+1,402,924
| +11% | +$43.1M | 2.67% | 15 |
|
|
2020
Q3 | $338M | Buy |
12,470,896
+1,089,280
| +10% | +$28.7M | 2.21% | 14 |
|
|
2020
Q2 | $273M | Buy |
11,381,616
+366,520
| +3% | +$8.18M | 2.01% | 17 |
|
|
2020
Q1 | $201M | Buy |
11,015,096
+578,716
| +6% | +$13.8M | 1.85% | 20 |
|
|
2019
Q4 | $282M | Buy |
10,436,380
+384,360
| +4% | +$9.81M | 2.29% | 15 |
|
|
2019
Q3 | $243M | Buy |
10,052,020
+491,640
| +5% | +$11.3M | 2.22% | 17 |
|
|
2019
Q2 | $229M | Buy |
9,560,380
+1,564,540
| +20% | +$37.7M | 1.48% | 25 |
|
|
2019
Q1 | $189M | Buy |
7,995,840
+545,400
| +7% | +$12.2M | 1.34% | 30 |
|
|
2018
Q4 | $151M | Buy |
7,450,440
+224,400
| +3% | +$4.82M | 1.25% | 34 |
|
|
2018
Q3 | $170M | Buy |
7,226,040
+472,280
| +7% | +$11M | 1.28% | 32 |
|
|
2018
Q2 | $147M | Buy |
6,753,760
+178,360
| +3% | +$3.88M | 1.19% | 34 |
|
|
2018
Q1 | $142M | Buy |
6,575,400
+3,423,480
| +109% | +$77.1M | 1.19% | 33 |
|
|
2017
Q4 | $69.2M | Buy |
3,151,920
+193,880
| +7% | +$4.26M | 0.57% | 54 |
|
|
2017
Q3 | $62.6M | Buy |
2,958,040
+1,248,320
| +73% | +$24.5M | 0.53% | 56 |
|
|
2017
Q2 | $31.6M | Buy |
1,709,720
+532,320
| +45% | +$9.72M | 0.29% | 71 |
|
|
2017
Q1 | $20.9M | Buy |
1,177,400
+331,536
| +39% | +$5.74M | 0.2% | 77 |
|
|
2016
Q4 | $14.2M | Buy |
845,864
+290,432
| +52% | +$4.84M | 0.15% | 84 |
|
|
2016
Q3 | $9.02M | Buy |
555,432
+355,800
| +178% | +$5.41M | 0.09% | 94 |
|
|
2016
Q2 | $2.86M | Sell |
199,632
-368
| -0.2% | -$5.29K | 0.04% | 78 |
|
|
2016
Q1 | $2.89M | Buy |
+200,000
| 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 2,358,285 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. 2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.
- Mawer Investment Management held 2,358,285 shares of Amphenol worth $416M as of Q2 2026.
- Mawer Investment Management sold 1,628,476 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.
- 2,313 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.