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Tandem Investment Advisors’s Amphenol APH Stock Holding History

Tandem Investment Advisors’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 		$92.1M Sell
522,227
-156,544
-23% -$22.6M 6.17% 1
2026
Q1 		$85.8M Sell
678,771
-268,717
-28% -$37.8M 4.2% 8
2025
Q4 		$128M Sell
947,488
-302,620
-24% -$40.5M 4.77% 4
2025
Q3 		$155M Sell
1,250,108
-45,315
-3% -$4.97M 5.28% 1
2025
Q2 		$128M Sell
1,295,423
-301,709
-19% -$24.7M 4.48% 5
2025
Q1 		$105M Buy
1,597,132
+433,063
+37% +$29.5M 3.65% 9
2024
Q4 		$80.8M Sell
1,164,069
-22,140
-2% -$1.55M 3.06% 17
2024
Q3 		$77.3M Buy
1,186,209
+7,902
+0.7% +$512K 2.93% 20
2024
Q2 		$79.4M Sell
1,178,307
-41,005
-3% -$2.59M 3.16% 14
2024
Q1 		$70.3M Sell
1,219,312
-334,632
-22% -$17.5M 2.72% 18
2023
Q4 		$77M Sell
1,553,944
-28,968
-2% -$1.28M 3.08% 9
2023
Q3 		$66.5M Buy
1,582,912
+83,670
+6% +$3.6M 2.81% 15
2023
Q2 		$63.7M Buy
1,499,242
+275,118
+22% +$10.7M 2.8% 15
2023
Q1 		$50M Sell
1,224,124
-33,444
-3% -$1.32M 2.4% 18
2022
Q4 		$47.9M Buy
1,257,568
+43,312
+4% +$1.64M 2.47% 17
2022
Q3 		$40.7M Buy
1,214,256
+387,114
+47% +$14.1M 2.32% 20
2022
Q2 		$26.6M Buy
+827,142
New +$28.8M 1.57% 30

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

Tandem Investment Advisors's APH Position: Q2 2026 in Review

Tandem Investment Advisors reduced its Amphenol (APH) stake by 23% in Q2 2026, selling an estimated $22.6M and leaving 522,227 shares worth $92.1M. The position accounts for 6.17% of the portfolio, ranked #1.

Tandem Investment Advisors first reported a position in APH in Q2 2022 and has held it in 17 quarters since. The position peaked at $155M in Q3 2025. 2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Tandem Investment Advisors held 522,227 shares of Amphenol worth $92.1M as of Q2 2026.
  • Tandem Investment Advisors sold 156,544 Amphenol shares in Q2 2026, an estimated $22.6M.
  • Amphenol made up 6.17% of Tandem Investment Advisors's portfolio in Q2 2026, its #1 holding.
  • Tandem Investment Advisors first reported a position in Amphenol in Q2 2022 and has held it in 17 quarters since.
  • Tandem Investment Advisors's Amphenol position peaked at $155M in Q3 2025.
  • 2,313 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.