Select Equity Group’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $152M | Buy |
1,199,943
+534,692
| +80% | +$75.3M | 0.78% | 36 |
|
|
2025
Q4 | $89.9M | Sell |
665,251
-264,867
| -28% | -$35.4M | 0.39% | 58 |
|
|
2025
Q3 | $115M | Buy |
930,118
+253,232
| +37% | +$27.8M | 0.47% | 52 |
|
|
2025
Q2 | $66.8M | Sell |
676,886
-244,759
| -27% | -$20M | 0.28% | 67 |
|
|
2025
Q1 | $60.5M | Buy |
921,645
+179,620
| +24% | +$12.3M | 0.26% | 66 |
|
|
2024
Q4 | $51.5M | Sell |
742,025
-10,810
| -1% | -$757K | 0.2% | 75 |
|
|
2024
Q3 | $49.1M | Sell |
752,835
-2,386,798
| -76% | -$155M | 0.18% | 79 |
|
|
2024
Q2 | $212M | Sell |
3,139,633
-2,046,881
| -39% | -$129M | 0.83% | 33 |
|
|
2024
Q1 | $299M | Sell |
5,186,514
-3,129,644
| -38% | -$164M | 1.06% | 31 |
|
|
2023
Q4 | $412M | Sell |
8,316,158
-415,270
| -5% | -$18.3M | 1.47% | 19 |
|
|
2023
Q3 | $367M | Buy |
8,731,428
+45,584
| +0.5% | +$1.96M | 1.5% | 20 |
|
|
2023
Q2 | $369M | Sell |
8,685,844
-2,126,082
| -20% | -$82.6M | 1.37% | 23 |
|
|
2023
Q1 | $442M | Sell |
10,811,926
-325,248
| -3% | -$12.8M | 1.57% | 23 |
|
|
2022
Q4 | $424M | Sell |
11,137,174
-285,738
| -3% | -$10.8M | 1.59% | 22 |
|
|
2022
Q3 | $382M | Sell |
11,422,912
-1,346,160
| -11% | -$48.9M | 1.33% | 26 |
|
|
2022
Q2 | $411M | Buy |
12,769,072
+685,412
| +6% | +$23.8M | 1.32% | 25 |
|
|
2022
Q1 | $455M | Sell |
12,083,660
-1,947,784
| -14% | -$75.4M | 1.47% | 20 |
|
|
2021
Q4 | $614M | Sell |
14,031,444
-480,080
| -3% | -$19.4M | 1.67% | 19 |
|
|
2021
Q3 | $531M | Sell |
14,511,524
-1,069,004
| -7% | -$39.2M | 1.78% | 22 |
|
|
2021
Q2 | $533M | Sell |
15,580,528
-2,699,484
| -15% | -$91.1M | 1.82% | 22 |
|
|
2021
Q1 | $603M | Sell |
18,280,012
-37,176
| -0.2% | -$1.21M | 2.19% | 18 |
|
|
2020
Q4 | $599M | Sell |
18,317,188
-1,602,036
| -8% | -$49.2M | 2.46% | 17 |
|
|
2020
Q3 | $539M | Sell |
19,919,224
-883,124
| -4% | -$23.3M | 2.65% | 15 |
|
|
2020
Q2 | $498M | Buy |
20,802,348
+1,888,220
| +10% | +$42.1M | 2.86% | 13 |
|
|
2020
Q1 | $345M | Buy |
18,914,128
+1,868,552
| +11% | +$44.5M | 2.38% | 16 |
|
|
2019
Q4 | $461M | Sell |
17,045,576
-192,296
| -1% | -$4.91M | 2.91% | 9 |
|
|
2019
Q3 | $416M | Buy |
17,237,872
+7,335,960
| +74% | +$169M | 2.81% | 11 |
|
|
2019
Q2 | $237M | Sell |
9,901,912
-3,141,656
| -24% | -$75.6M | 1.62% | 27 |
|
|
2019
Q1 | $308M | Sell |
13,043,568
-979,348
| -7% | -$21.9M | 2.09% | 19 |
|
|
2018
Q4 | $284M | Buy |
14,022,916
+2,328,508
| +20% | +$50M | 2.15% | 18 |
|
|
2018
Q3 | $275M | Sell |
11,694,408
-101,192
| -0.9% | -$2.35M | 2.03% | 17 |
|
|
2018
Q2 | $257M | Buy |
11,795,600
+1,342,216
| +13% | +$29.2M | 2.07% | 20 |
|
|
2018
Q1 | $225M | Sell |
10,453,384
-833,140
| -7% | -$18.8M | 1.84% | 22 |
|
|
2017
Q4 | $248M | Sell |
11,286,524
-897,252
| -7% | -$19.7M | 1.97% | 19 |
|
|
2017
Q3 | $258M | Buy |
12,183,776
+123,148
| +1% | +$2.42M | 1.96% | 16 |
|
|
2017
Q2 | $223M | Buy |
12,060,628
+29,708
| +0.2% | +$542K | 1.59% | 21 |
|
|
2017
Q1 | $214M | Sell |
12,030,920
-399,036
| -3% | -$6.9M | 1.6% | 22 |
|
|
2016
Q4 | $209M | Buy |
12,429,956
+689,376
| +6% | +$11.5M | 1.71% | 20 |
|
|
2016
Q3 | $191M | Sell |
11,740,580
-1,965,116
| -14% | -$29.9M | 1.65% | 21 |
|
|
2016
Q2 | $196M | Sell |
13,705,696
-5,344,904
| -28% | -$76.9M | 1.73% | 19 |
|
|
2016
Q1 | $275M | Buy |
19,050,600
+1,780,732
| +10% | +$23.1M | 2.31% | 13 |
|
|
2015
Q4 | $226M | Sell |
17,269,868
-386,832
| -2% | -$5.17M | 2.16% | 16 |
|
|
2015
Q3 | $225M | Sell |
17,656,700
-96,084
| -0.5% | -$1.29M | 2.14% | 15 |
|
|
2015
Q2 | $257M | Sell |
17,752,784
-408,848
| -2% | -$5.87M | 2.35% | 13 |
|
|
2015
Q1 | $268M | Sell |
18,161,632
-1,081,332
| -6% | -$15.1M | 2.43% | 13 |
|
|
2014
Q4 | $259M | Buy |
19,242,964
+1,358,476
| +8% | +$17.4M | 2.42% | 14 |
|
|
2014
Q3 | $223M | Sell |
17,884,488
-24,432
| -0.1% | -$306K | 2.31% | 14 |
|
|
2014
Q2 | $216M | Buy |
17,908,920
+1,116,176
| +7% | +$13.3M | 2.2% | 15 |
|
|
2014
Q1 | $192M | Buy |
16,792,744
+358,032
| +2% | +$3.99M | 2.1% | 18 |
|
|
2013
Q4 | $183M | Buy |
16,434,712
+1,076,792
| +7% | +$11.1M | 1.91% | 20 |
|
|
2013
Q3 | $149M | Sell |
15,357,920
-2,135,280
| -12% | -$20.9M | 2.01% | 19 |
|
|
2013
Q2 | $170M | Buy |
+17,493,200
| New | +$168M | 2.4% | 14 |
|
Other funds holding APH
VCM
VPM
Select Equity Group's APH Position: Q1 2026 in Review
Select Equity Group increased its Amphenol (APH) stake by 80% in Q1 2026, buying an estimated $75.3M and bringing the position to 1,199,943 shares worth $152M. The position accounts for 0.78% of the portfolio, ranked #36.
Select Equity Group first reported a position in APH in Q2 2013 and has held it in 52 quarters since. The position peaked at $614M in Q4 2021. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.
- Select Equity Group held 1,199,943 shares of Amphenol worth $152M as of Q1 2026.
- Select Equity Group bought 534,692 Amphenol shares in Q1 2026, an estimated $75.3M.
- Amphenol made up 0.78% of Select Equity Group's portfolio in Q1 2026, its #36 holding.
- Select Equity Group first reported a position in Amphenol in Q2 2013 and has held it in 52 quarters since.
- Select Equity Group's Amphenol position peaked at $614M in Q4 2021.
- 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.
Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.