AWM
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Accurate Wealth Management’s Amphenol APH Stock Holding History

Accurate Wealth Management’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 		$1.55M Buy
9,741
+1,436
+17% +$207K 0.15% 159
2026
Q1 		$1.17M Buy
8,305
+300
+4% +$42.2K 0.14% 159
2025
Q4 		$1.12M Buy
8,005
+133
+2% +$17.8K 0.14% 163
2025
Q3 		$966K Buy
7,872
+2,251
+40% +$247K 0.13% 170
2025
Q2 		$553K Buy
+5,621
New +$460K 0.08% 245
2024
Q4 		– Sell
-43,666
Closed -$2.87M – 378
2024
Q3 		$2.87M Buy
+43,666
New +$2.83M 0.58% 45
2023
Q2 		– Sell
-46,416
Closed -$1.82M – 272
2023
Q1 		$1.82M Buy
46,416
+3,696
+9% +$146K 0.63% 35
2022
Q4 		$1.69M Sell
42,720
-52,526
-55% -$1.99M 0.62% 29
2022
Q3 		$3.31M Buy
95,246
+45,520
+92% +$1.65M 1.38% 13
2022
Q2 		$1.64M Buy
49,726
+10,898
+28% +$379K 0.89% 22
2022
Q1 		$1.46M Buy
38,828
+28,914
+292% +$1.12M 0.66% 31
2021
Q4 		$388K Buy
9,914
+204
+2% +$8.26K 0.32% 85
2021
Q3 		$368K Buy
9,710
+1,786
+23% +$65.6K 0.32% 85
2021
Q2 		$271K Buy
+7,924
New +$267K 0.24% 103

Other funds holding APH

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
BHIA
Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Accurate Wealth Management's APH Position: Q2 2026 in Review

Accurate Wealth Management increased its Amphenol (APH) stake by 17% in Q2 2026, buying an estimated $207K and bringing the position to 9,741 shares worth $1.55M. The position accounts for 0.15% of the portfolio, ranked #159.

Accurate Wealth Management first reported a position in APH in Q2 2021 and has held it in 14 quarters since. The position peaked at $3.31M in Q3 2022. 501 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Accurate Wealth Management held 9,741 shares of Amphenol worth $1.55M as of Q2 2026.
  • Accurate Wealth Management bought 1,436 Amphenol shares in Q2 2026, an estimated $207K.
  • Amphenol made up 0.15% of Accurate Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Accurate Wealth Management first reported a position in Amphenol in Q2 2021 and has held it in 14 quarters since.
  • Accurate Wealth Management's Amphenol position peaked at $3.31M in Q3 2022.
  • 501 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.