PCM
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Polymer Capital Management’s Amphenol APH Stock Holding History

Polymer Capital 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 		$401K Sell
2,273
-4,179
-65% -$602K 0.05% 458
2026
Q1 		$815K Sell
6,452
-5,639
-47% -$794K 0.08% 260
2025
Q4 		$1.63M Buy
12,091
+10,503
+661% +$1.4M 0.17% 124
2025
Q3 		$197K Buy
+1,588
New +$174K 0.02% 699

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

Polymer Capital Management's APH Position: Q2 2026 in Review

Polymer Capital Management reduced its Amphenol (APH) stake by 65% in Q2 2026, selling an estimated $602K and leaving 2,273 shares worth $401K. The position accounts for 0.05% of the portfolio, ranked #458.

Polymer Capital Management first reported a position in APH in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.63M in Q4 2025. 2,321 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Polymer Capital Management held 2,273 shares of Amphenol worth $401K as of Q2 2026.
  • Polymer Capital Management sold 4,179 Amphenol shares in Q2 2026, an estimated $602K.
  • Amphenol made up 0.05% of Polymer Capital Management's portfolio in Q2 2026, its #458 holding.
  • Polymer Capital Management first reported a position in Amphenol in Q3 2025 and has held it in 4 quarters since.
  • Polymer Capital Management's Amphenol position peaked at $1.63M in Q4 2025.
  • 2,321 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.