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
2025
Q4 		– Sell
-5,000
Closed -$619K – 760
2025
Q3 		$619K Buy
+5,000
New +$549K 0.07% 366

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Polymer Capital Management's APH Position: Q1 2026 in Review

Polymer Capital Management reduced its Amphenol (APH) stake by 47% in Q1 2026, selling an estimated $794K and leaving 6,452 shares worth $815K. The position accounts for 0.08% of the portfolio, ranked #260.

Polymer Capital Management first reported a position in APH in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.63M in Q4 2025. 2,116 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Polymer Capital Management held 6,452 shares of Amphenol worth $815K as of Q1 2026.
  • Polymer Capital Management sold 5,639 Amphenol shares in Q1 2026, an estimated $794K.
  • Amphenol made up 0.08% of Polymer Capital Management's portfolio in Q1 2026, its #260 holding.
  • Polymer Capital Management first reported a position in Amphenol in Q3 2025 and has held it in 3 quarters since.
  • Polymer Capital Management's Amphenol position peaked at $1.63M in Q4 2025.
  • 2,116 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.