Thompson Siegel & Walmsley’s Amphenol APH Stock Holding History

Thompson Siegel & Walmsley’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	$7.76M	Sell	44,000 -10,000	-19%	-$1.44M	0.14%	174
2026 Q1	$6.82M	Buy	54,000 +2,000	+4%	+$282K	0.12%	175
2025 Q4	$7.03M	Buy	52,000 +3,000	+6%	+$401K	0.12%	182
2025 Q3	$6.06M	Buy	+49,000	New	+$5.38M	0.1%	198
2022 Q1	–	Sell	-24	Closed	-$1K	–	633
2021 Q4	$1K	Hold	24	–	–	﹤0.01%	617
2021 Q3	$1K	Hold	24	–	–	﹤0.01%	686
2021 Q2	$1K	Hold	24	–	–	﹤0.01%	710
2021 Q1	$1K	Buy	+24	New	+$780	﹤0.01%	689
2016 Q3	–	Sell	-172	Closed	-$2K	–	726
2016 Q2	$2K	Buy	+172	New	+$2.47K	﹤0.01%	706

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Thompson Siegel & Walmsley's APH Position: Q2 2026 in Review

Thompson Siegel & Walmsley reduced its Amphenol (APH) stake by 19% in Q2 2026, selling an estimated $1.44M and leaving 44,000 shares worth $7.76M. The position accounts for 0.14% of the portfolio, ranked #174.

Thompson Siegel & Walmsley first reported a position in APH in Q2 2016 and has held it in 9 quarters since. 2,314 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Thompson Siegel & Walmsley held 44,000 shares of Amphenol worth $7.76M as of Q2 2026.
Thompson Siegel & Walmsley sold 10,000 Amphenol shares in Q2 2026, an estimated $1.44M.
Amphenol made up 0.14% of Thompson Siegel & Walmsley's portfolio in Q2 2026, its #174 holding.
Thompson Siegel & Walmsley first reported a position in Amphenol in Q2 2016 and has held it in 9 quarters since.
2,314 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2026, filed 11 Aug 2026.