North Point Portfolio Managers’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $36.4M | Sell |
430,656
-7,376
| -2% | -$594K | 6.11% | 1 |
|
|
2026
Q2 | $38.6M | Sell |
438,032
-14,056
| -3% | -$1.01M | 6.37% | 1 |
|
|
2026
Q1 | $28.6M | Sell |
452,088
-158,582
| -26% | -$11.2M | 5.09% | 1 |
|
|
2025
Q4 | $41.3M | Sell |
610,670
-11,478
| -2% | -$768K | 6.99% | 1 |
|
|
2025
Q3 | $38.5M | Sell |
622,148
-11,388
| -2% | -$625K | 6.37% | 1 |
|
|
2025
Q2 | $31.3M | Sell |
633,536
-141,330
| -18% | -$5.78M | 5.37% | 1 |
|
|
2025
Q1 | $25.4M | Buy |
774,866
+998
| +0.1% | +$34K | 4.46% | 3 |
|
|
2024
Q4 | $26.9M | Sell |
773,868
-22,208
| -3% | -$777K | 4.68% | 2 |
|
|
2024
Q3 | $25.9M | Sell |
796,076
-11,730
| -1% | -$380K | 4.16% | 2 |
|
|
2024
Q2 | $27.2M | Sell |
807,806
-32,674
| -4% | -$1.03M | 4.79% | 1 |
|
|
2024
Q1 | $24.2M | Sell |
840,480
-10,236
| -1% | -$268K | 4.1% | 1 |
|
|
2023
Q4 | $21.1M | Sell |
850,716
-9,480
| -1% | -$209K | 3.84% | 3 |
|
|
2023
Q3 | $18.1M | Sell |
860,196
-8,704
| -1% | -$187K | 3.69% | 6 |
|
|
2023
Q2 | $18.5M | Sell |
868,900
-239,056
| -22% | -$4.64M | 3.66% | 4 |
|
|
2023
Q1 | $22.6M | Sell |
1,107,956
-314,312
| -22% | -$6.21M | 3.6% | 7 |
|
|
2022
Q4 | $27.1M | Buy |
1,422,268
+3,776
| +0.3% | +$71.4K | 4.55% | 1 |
|
|
2022
Q3 | $23.7M | Sell |
1,418,492
-25,884
| -2% | -$470K | 4.43% | 3 |
|
|
2022
Q2 | $23.2M | Sell |
1,444,376
-19,800
| -1% | -$344K | 4.07% | 3 |
|
|
2022
Q1 | $27.6M | Sell |
1,464,176
-16,036
| -1% | -$310K | 4.06% | 3 |
|
|
2021
Q4 | $32.4M | Sell |
1,480,212
-60,008
| -4% | -$1.21M | 4.24% | 3 |
|
|
2021
Q3 | $28.2M | Sell |
1,540,220
-23,960
| -2% | -$440K | 3.95% | 2 |
|
|
2021
Q2 | $26.8M | Buy |
1,564,180
+2,660
| +0.2% | +$44.9K | 3.69% | 3 |
|
|
2021
Q1 | $25.8M | Buy |
1,561,520
+4,536
| +0.3% | +$73.7K | 3.73% | 3 |
|
|
2020
Q4 | $25.5M | Sell |
1,556,984
-11,488
| -0.7% | -$177K | 3.84% | 3 |
|
|
2020
Q3 | $21.2M | Sell |
1,568,472
-21,944
| -1% | -$289K | 3.61% | 5 |
|
|
2020
Q2 | $19M | Sell |
1,590,416
-65,008
| -4% | -$726K | 3.44% | 7 |
|
|
2020
Q1 | $15.1M | Sell |
1,655,424
-41,936
| -2% | -$500K | 3.27% | 8 |
|
|
2019
Q4 | $23M | Buy |
1,697,360
+9,352
| +0.6% | +$119K | 3.91% | 3 |
|
|
2019
Q3 | $20.4M | Sell |
1,688,008
-46,712
| -3% | -$538K | 3.72% | 5 |
|
|
2019
Q2 | $20.8M | Buy |
1,734,720
+16,824
| +1% | +$202K | 3.81% | 3 |
|
|
2019
Q1 | $20.3M | Sell |
1,717,896
-36,408
| -2% | -$407K | 3.85% | 5 |
|
|
2018
Q4 | $17.8M | Sell |
1,754,304
-152,064
| -8% | -$1.63M | 3.92% | 3 |
|
|
2018
Q3 | $22.4M | Sell |
1,906,368
-86,520
| -4% | -$1.01M | 3.81% | 3 |
|
|
2018
Q2 | $21.7M | Sell |
1,992,888
-44,936
| -2% | -$489K | 3.75% | 3 |
|
|
2018
Q1 | $21.9M | Sell |
2,037,824
-9,352
| -0.5% | -$105K | 3.76% | 3 |
|
|
2017
Q4 | $22.5M | Sell |
2,047,176
-303,424
| -13% | -$3.34M | 3.8% | 2 |
|
|
2017
Q3 | $24.9M | Sell |
2,350,600
-19,536
| -0.8% | -$192K | 4.2% | 1 |
|
|
2017
Q2 | $21.9M | Sell |
2,370,136
-21,184
| -0.9% | -$193K | 3.81% | 1 |
|
|
2017
Q1 | $21.3M | Sell |
2,391,320
-9,504
| -0.4% | -$82.2K | 3.83% | 1 |
|
|
2016
Q4 | $20.2M | Sell |
2,400,824
-12,984
| -0.5% | -$108K | 3.81% | 1 |
|
|
2016
Q3 | $19.6M | Sell |
2,413,808
-29,744
| -1% | -$226K | 3.73% | 1 |
|
|
2016
Q2 | $17.5M | Sell |
2,443,552
-77,472
| -3% | -$557K | 3.45% | 6 |
|
|
2016
Q1 | $18.2M | Sell |
2,521,024
-89,896
| -3% | -$584K | 3.51% | 5 |
|
|
2015
Q4 | $17M | Sell |
2,610,920
-49,256
| -2% | -$329K | 3.29% | 6 |
|
|
2015
Q3 | $16.9M | Sell |
2,660,176
-6,912
| -0.3% | -$46.4K | 3.38% | 6 |
|
|
2015
Q2 | $19.3M | Buy |
2,667,088
+30,912
| +1% | +$222K | 3.52% | 4 |
|
|
2015
Q1 | $19.4M | Buy |
2,636,176
+21,760
| +0.8% | +$152K | 3.6% | 4 |
|
|
2014
Q4 | $17.6M | Sell |
2,614,416
-2,784
| -0.1% | -$17.8K | 3.35% | 5 |
|
|
2014
Q3 | $16.3M | Sell |
2,617,200
-1,728
| -0.1% | -$10.8K | 3.27% | 6 |
|
|
2014
Q2 | $15.8M | Sell |
2,618,928
-3,792
| -0.1% | -$22.6K | 3.17% | 8 |
|
|
2014
Q1 | $15M | Buy |
2,622,720
+8,864
| +0.3% | +$49.4K | 3.18% | 6 |
|
|
2013
Q4 | $14.6M | Buy |
2,613,856
+12,624
| +0.5% | +$65.3K | 3.11% | 7 |
|
|
2013
Q3 | $12.6M | Sell |
2,601,232
-17,408
| -0.7% | -$85K | 2.97% | 7 |
|
|
2013
Q2 | $12.8M | Buy |
+2,618,640
| New | +$12.5M | 3.2% | 5 |
|
Other funds holding APH
AIM
North Point Portfolio Managers's APH Position: Q3 2026 in Review
North Point Portfolio Managers reduced its Amphenol (APH) stake by 1.7% in Q3 2026, selling an estimated $594K and leaving 430,656 shares worth $36.4M. The position accounts for 6.11% of the portfolio, ranked #1.
North Point Portfolio Managers first reported a position in APH in Q2 2013 and has held it in 54 quarters since. The position peaked at $41.3M in Q4 2025. 264 funds tracked by Wall St. Rank hold APH as of Q3 2026.
- North Point Portfolio Managers held 430,656 shares of Amphenol worth $36.4M as of Q3 2026.
- North Point Portfolio Managers sold 7,376 Amphenol shares in Q3 2026, an estimated $594K.
- Amphenol made up 6.11% of North Point Portfolio Managers's portfolio in Q3 2026, its #1 holding.
- North Point Portfolio Managers first reported a position in Amphenol in Q2 2013 and has held it in 54 quarters since.
- North Point Portfolio Managers's Amphenol position peaked at $41.3M in Q4 2025.
- 264 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.
Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.