South Street Advisors’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $46.3M | Sell |
525,594
-9,032
| -2% | -$651K | 6.03% | 2 |
|
|
2026
Q1 | $33.8M | Sell |
534,626
-16,616
| -3% | -$1.17M | 4.89% | 2 |
|
|
2025
Q4 | $37.2M | Sell |
551,242
-45,010
| -8% | -$3.01M | 5.23% | 2 |
|
|
2025
Q3 | $36.9M | Sell |
596,252
-74,478
| -11% | -$4.09M | 4.84% | 3 |
|
|
2025
Q2 | $33.1M | Sell |
670,730
-15,574
| -2% | -$637K | 4.91% | 3 |
|
|
2025
Q1 | $22.5M | Sell |
686,304
-16,738
| -2% | -$571K | 3.68% | 6 |
|
|
2024
Q4 | $24.4M | Sell |
703,042
-36,506
| -5% | -$1.28M | 3.74% | 5 |
|
|
2024
Q3 | $24.1M | Sell |
739,548
-36,720
| -5% | -$1.19M | 3.66% | 5 |
|
|
2024
Q2 | $26.1M | Sell |
776,268
-57,668
| -7% | -$1.82M | 3.96% | 6 |
|
|
2024
Q1 | $24M | Sell |
833,936
-2,292
| -0.3% | -$60.1K | 3.84% | 6 |
|
|
2023
Q4 | $20.7M | Buy |
836,228
+496
| +0.1% | +$11K | 3.87% | 7 |
|
|
2023
Q3 | $17.5M | Buy |
835,732
+2,080
| +0.2% | +$44.7K | 3.53% | 8 |
|
|
2023
Q2 | $17.7M | Sell |
833,652
-71,112
| -8% | -$1.38M | 3.51% | 8 |
|
|
2023
Q1 | $18.5M | Buy |
904,764
+1,436
| +0.2% | +$28.4K | 3.79% | 7 |
|
|
2022
Q4 | $17.2M | Sell |
903,328
-6,608
| -0.7% | -$125K | 3.8% | 5 |
|
|
2022
Q3 | $15.2M | Sell |
909,936
-11,652
| -1% | -$212K | 3.76% | 8 |
|
|
2022
Q2 | $14.8M | Sell |
921,588
-13,024
| -1% | -$226K | 3.38% | 11 |
|
|
2022
Q1 | $17.6M | Sell |
934,612
-4,860
| -0.5% | -$94.1K | 3.33% | 8 |
|
|
2021
Q4 | $20.5M | Sell |
939,472
-1,840
| -0.2% | -$37.2K | 3.6% | 8 |
|
|
2021
Q3 | $17.2M | Sell |
941,312
-14,980
| -2% | -$275K | 3.29% | 14 |
|
|
2021
Q2 | $16.4M | Sell |
956,292
-9,720
| -1% | -$164K | 3.03% | 18 |
|
|
2021
Q1 | $15.9M | Sell |
966,012
-16,652
| -2% | -$270K | 5.05% | 13 |
|
|
2020
Q4 | $16.1M | Sell |
982,664
-5,840
| -0.6% | -$89.7K | 3.41% | 17 |
|
|
2020
Q3 | $13.4M | Buy |
988,504
+2,064
| +0.2% | +$27.2K | 3.23% | 17 |
|
|
2020
Q2 | $11.8M | Buy |
986,440
+14,760
| +2% | +$165K | 3.16% | 19 |
|
|
2020
Q1 | $8.85M | Buy |
971,680
+3,760
| +0.4% | +$44.8K | 2.91% | 20 |
|
|
2019
Q4 | $13.1M | Buy |
967,920
+37,080
| +4% | +$473K | 3.39% | 16 |
|
|
2019
Q3 | $11.2M | Buy |
930,840
+1,920
| +0.2% | +$22.1K | 3.27% | 15 |
|
|
2019
Q2 | $11.1M | Sell |
928,920
-13,840
| -1% | -$167K | 3.32% | 15 |
|
|
2019
Q1 | $11.1M | Sell |
942,760
-6,928
| -0.7% | -$77.5K | 3.38% | 16 |
|
|
2018
Q4 | $9.62M | Sell |
949,688
-5,952
| -0.6% | -$63.9K | 3.4% | 17 |
|
|
2018
Q3 | $11.2M | Sell |
955,640
-8,480
| -0.9% | -$98.6K | 1.75% | 19 |
|
|
2018
Q2 | $10.5M | Buy |
964,120
+32,480
| +3% | +$353K | 3.18% | 18 |
|
|
2018
Q1 | $10M | Sell |
931,640
-10,720
| -1% | -$121K | 0.99% | 14 |
|
|
2017
Q4 | $10.3M | Buy |
942,360
+240
| +0% | +$2.64K | 3.13% | 16 |
|
|
2017
Q3 | $9.97M | Sell |
942,120
-4,520
| -0.5% | -$44.4K | 1.93% | 15 |
|
|
2017
Q2 | $8.73M | Buy |
946,640
+13,520
| +1% | +$123K | 2.86% | 19 |
|
|
2017
Q1 | $8.3M | Buy |
933,120
+13,600
| +1% | +$118K | 1.14% | 22 |
|
|
2016
Q4 | $7.72M | Sell |
919,520
-85,120
| -8% | -$709K | 2.72% | 21 |
|
|
2016
Q3 | $8.15M | Buy |
1,004,640
+10,560
| +1% | +$80.2K | 2.52% | 25 |
|
|
2016
Q2 | $7.12M | Buy |
994,080
+26,560
| +3% | +$191K | 2.24% | 25 |
|
|
2016
Q1 | $6.99M | Buy |
967,520
+6,640
| +0.7% | +$43.1K | 2.31% | 22 |
|
|
2015
Q4 | $6.27M | Buy |
960,880
+4,480
| +0.5% | +$29.9K | 2.01% | 24 |
|
|
2015
Q3 | $6.09M | Sell |
956,400
-696,880
| -42% | -$4.68M | 2.06% | 25 |
|
|
2015
Q2 | $12M | Buy |
1,653,280
+25,040
| +2% | +$180K | 3.76% | 6 |
|
|
2015
Q1 | $12M | Buy |
1,628,240
+19,680
| +1% | +$138K | 3.55% | 8 |
|
|
2014
Q4 | $10.8M | Buy |
1,608,560
+54,480
| +4% | +$349K | 3.58% | 10 |
|
|
2014
Q3 | $9.7M | Buy |
1,554,080
+14,560
| +0.9% | +$91.3K | 3.52% | 6 |
|
|
2014
Q2 | $9.27M | Buy |
1,539,520
+39,680
| +3% | +$236K | 2.62% | 12 |
|
|
2014
Q1 | $8.59M | Buy |
1,499,840
+16,640
| +1% | +$92.7K | 3.41% | 13 |
|
|
2013
Q4 | $8.27M | Buy |
1,483,200
+10,480
| +0.7% | +$54.2K | 3.46% | 11 |
|
|
2013
Q3 | $7.12M | Buy |
1,472,720
+45,280
| +3% | +$221K | 3.41% | 10 |
|
|
2013
Q2 | $6.95M | Buy |
+1,427,440
| New | +$6.84M | 3.65% | 10 |
|
Other funds holding APH
South Street Advisors's APH Position: Q2 2026 in Review
South Street Advisors reduced its Amphenol (APH) stake by 1.7% in Q2 2026, selling an estimated $651K and leaving 525,594 shares worth $46.3M. The position accounts for 6.03% of the portfolio, ranked #2.
South Street Advisors first reported a position in APH in Q2 2013 and has held it in 53 quarters since. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.
- South Street Advisors held 525,594 shares of Amphenol worth $46.3M as of Q2 2026.
- South Street Advisors sold 9,032 Amphenol shares in Q2 2026, an estimated $651K.
- Amphenol made up 6.03% of South Street Advisors's portfolio in Q2 2026, its #2 holding.
- South Street Advisors first reported a position in Amphenol in Q2 2013 and has held it in 53 quarters since.
- 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.
Based on South Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.