MIM
APH icon

Meridiem Investment Management’s Amphenol APH Stock Holding History

Meridiem Investment Management’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
Q2 		$318M Buy
1,803,934
+208,975
+13% +$30.1M 8.53% 1
2026
Q1 		$202M Sell
1,594,959
-71,344
-4% -$10M 5.15% 10
2025
Q4 		$225M Sell
1,666,303
-89,063
-5% -$11.9M 4.75% 13
2025
Q3 		$217M Sell
1,755,366
-372,277
-17% -$40.9M 4.16% 14
2025
Q2 		$210M Sell
2,127,643
-486,870
-19% -$39.8M 3.82% 16
2025
Q1 		$171M Sell
2,614,513
-627,962
-19% -$42.8M 3.14% 17
2024
Q4 		$225M Sell
3,242,475
-500,832
-13% -$35.1M 4.03% 16
2024
Q3 		$244M Sell
3,743,307
-703,332
-16% -$45.6M 4.34% 13
2024
Q2 		$300M Sell
4,446,639
-438,243
-9% -$27.7M 5.63% 9
2024
Q1 		$282M Sell
4,884,882
-289,228
-6% -$15.2M 5.53% 8
2023
Q4 		$257M Buy
5,174,110
+727,746
+16% +$32.1M 5.53% 9
2023
Q3 		$187M Buy
4,446,364
+3,138
+0.1% +$135K 5% 8
2023
Q2 		$189M Buy
4,443,226
+733,130
+20% +$28.5M 4.86% 12
2023
Q1 		$152M Buy
3,710,096
+370,894
+11% +$14.6M 4.26% 11
2022
Q4 		$127M Buy
3,339,202
+53,238
+2% +$2.01M 3.94% 12
2022
Q3 		$110M Sell
3,285,964
-453,354
-12% -$16.5M 3.73% 14
2022
Q2 		$120M Buy
3,739,318
+548,962
+17% +$19.1M 3.31% 15
2022
Q1 		$120M Buy
3,190,356
+529,288
+20% +$20.5M 3.4% 15
2021
Q4 		$116M Sell
2,661,068
-412,178
-13% -$16.7M 3.51% 15
2021
Q3 		$113M Buy
3,073,246
+81,606
+3% +$3M 3.81% 12
2021
Q2 		$102M Buy
2,991,640
+113,734
+4% +$3.84M 3.71% 14
2021
Q1 		$95M Buy
2,877,906
+141,566
+5% +$4.6M 3.82% 13
2020
Q4 		$89.5M Buy
+2,736,340
New +$84.1M 4.68% 11

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Meridiem Investment Management's APH Position: Q2 2026 in Review

Meridiem Investment Management increased its Amphenol (APH) stake by 13% in Q2 2026, buying an estimated $30.1M and bringing the position to 1,803,934 shares worth $318M. The position accounts for 8.53% of the portfolio, ranked #1.

Meridiem Investment Management first reported a position in APH in Q4 2020 and has held it in 23 quarters since. 2,321 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Meridiem Investment Management held 1,803,934 shares of Amphenol worth $318M as of Q2 2026.
  • Meridiem Investment Management bought 208,975 Amphenol shares in Q2 2026, an estimated $30.1M.
  • Amphenol made up 8.53% of Meridiem Investment Management's portfolio in Q2 2026, its #1 holding.
  • Meridiem Investment Management first reported a position in Amphenol in Q4 2020 and has held it in 23 quarters since.
  • 2,321 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Meridiem Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.