TIM
IFX

Thompson Investment Management’s INFINEON TECH AG ADS(REP1 ORD) IFX Stock Holding History

Thompson Investment Management’s Portfolio IFX Stock Details IFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4M Sell
42,540
-47,100
-53% -$4.43M 0.46% 76
2026
Q1 		$4.05M Hold
89,640
– – 0.52% 71
2025
Q4 		$3.94M Hold
89,640
– – 0.49% 69
2025
Q3 		$3.5M Sell
89,640
-1,150
-1% -$44.9K 0.47% 71
2025
Q2 		$3.87M Sell
90,790
-2,905
-3% -$124K 0.55% 65
2025
Q1 		$3.1M Sell
93,695
-4,251
-4% -$141K 0.47% 76
2024
Q4 		$3.18M Buy
97,946
+1,500
+2% +$48.6K 0.46% 77
2024
Q3 		$3.39M Hold
96,446
– – 0.48% 76
2024
Q2 		$3.55M Sell
96,446
-14
-0% -$516 0.55% 69
2024
Q1 		$3.28M Sell
96,460
-650
-0.7% -$22.1K 0.5% 72
2023
Q4 		$4.06M Sell
97,110
-4,035
-4% -$169K 0.65% 60
2023
Q3 		$3.35M Buy
101,145
+3,275
+3% +$109K 0.6% 66
2023
Q2 		$4.04M Sell
97,870
-11,605
-11% -$480K 0.66% 59
2023
Q1 		$4.48M Sell
109,475
-740
-0.7% -$30.3K 0.76% 50
2022
Q4 		$3.32M Buy
110,215
+3,175
+3% +$95.7K 0.61% 62
2022
Q3 		$2.35M Buy
107,040
+14,500
+16% +$318K 0.46% 78
2022
Q2 		$2.24M Hold
92,540
– – 0.39% 83
2022
Q1 		$3.14M Buy
92,540
+4,550
+5% +$155K 0.46% 78
2021
Q4 		$4.05M Sell
87,990
-2,370
-3% -$109K 0.57% 66
2021
Q3 		$3.72M Sell
90,360
-2,930
-3% -$121K 0.55% 69
2021
Q2 		$3.76M Sell
93,290
-7,844
-8% -$316K 0.54% 70
2021
Q1 		$4.31M Sell
101,134
-106,659
-51% -$4.54M 0.65% 61
2020
Q4 		$8.01M Sell
207,793
-56,650
-21% -$2.18M 1.36% 17
2020
Q3 		$7.47M Sell
264,443
-33,643
-11% -$950K 1.4% 13
2020
Q2 		$7.01M Sell
298,086
-11,720
-4% -$276K 1.35% 17
2020
Q1 		$4.49M Sell
309,806
-12,625
-4% -$183K 1% 33
2019
Q4 		$7.22M Sell
322,431
-40,085
-11% -$898K 1.17% 23
2019
Q3 		$6.53M Buy
362,516
+1,637
+0.5% +$29.5K 1.28% 22
2019
Q2 		$6.35M Buy
360,879
+50,140
+16% +$882K 1.24% 23
2019
Q1 		$6.16M Buy
310,739
+12,276
+4% +$244K 1.18% 25
2018
Q4 		$5.96M Buy
298,463
+117,837
+65% +$2.36M 1.4% 18
2018
Q3 		$4.1M Buy
180,626
+5,180
+3% +$118K 0.73% 60
2018
Q2 		$4.49M Sell
175,446
-1,845
-1% -$47.2K 0.82% 54
2018
Q1 		$4.78M Sell
177,291
-17,694
-9% -$477K 0.89% 44
2017
Q4 		$5.32M Sell
194,985
-19,183
-9% -$523K 0.94% 43
2017
Q3 		$5.42M Sell
214,168
-5,275
-2% -$133K 1.01% 36
2017
Q2 		$4.67M Sell
219,443
-5,382
-2% -$115K 0.88% 50
2017
Q1 		$4.6M Buy
224,825
+3,080
+1% +$63.1K 0.88% 51
2016
Q4 		$3.83M Sell
221,745
-13,125
-6% -$227K 0.75% 62
2016
Q3 		$4.18M Buy
+234,870
New +$4.18M 0.8% 59

Other funds holding IFX

DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CP
Canopy Partners Cincinnati, Ohio $332M AUM 31.97% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Thompson Investment Management's IFX Position: Q2 2026 in Review

Thompson Investment Management reduced its INFINEON TECH AG ADS(REP1 ORD) (IFX) stake by 53% in Q2 2026, selling an estimated $4.43M and leaving 42,540 shares worth $4M. The position accounts for 0.46% of the portfolio, ranked #76.

Thompson Investment Management first reported a position in IFX in Q3 2016 and has held it in 40 quarters since. The position peaked at $8.01M in Q4 2020. 18 funds tracked by Wall St. Rank hold IFX as of Q2 2026.

  • Thompson Investment Management held 42,540 shares of INFINEON TECH AG ADS(REP1 ORD) worth $4M as of Q2 2026.
  • Thompson Investment Management sold 47,100 INFINEON TECH AG ADS(REP1 ORD) shares in Q2 2026, an estimated $4.43M.
  • INFINEON TECH AG ADS(REP1 ORD) made up 0.46% of Thompson Investment Management's portfolio in Q2 2026, its #76 holding.
  • Thompson Investment Management first reported a position in INFINEON TECH AG ADS(REP1 ORD) in Q3 2016 and has held it in 40 quarters since.
  • Thompson Investment Management's INFINEON TECH AG ADS(REP1 ORD) position peaked at $8.01M in Q4 2020.
  • 18 funds tracked by Wall St. Rank held INFINEON TECH AG ADS(REP1 ORD) as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.