Albion Financial Group’s Amphenol APH Stock Holding History

Albion Financial Group’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	$16M	Sell	181,838 -152	-0.1%	-$11K	0.93%	30
2026 Q1	$11.5M	Sell	181,990 -138,810	-43%	-$9.77M	0.74%	39
2025 Q4	$21.7M	Sell	320,800 -10,960	-3%	-$733K	1.35%	21
2025 Q3	$20.5M	Buy	331,760 +4,046	+1%	+$222K	1.24%	22
2025 Q2	$16.2M	Buy	327,714 +9,128	+3%	+$373K	1.06%	27
2025 Q1	$10.4M	Buy	318,586 +317,592	+31,951%	+$10.8M	0.74%	38
2024 Q4	$34.5K	Buy	994 +224	+29%	+$7.84K	﹤0.01%	285
2024 Q3	$25.1K	Sell	770 -166	-18%	-$5.38K	﹤0.01%	279
2024 Q2	$31.5K	Hold	936	–	–	﹤0.01%	264
2024 Q1	$27K	Hold	936	–	–	﹤0.01%	258
2023 Q4	$23.2K	Sell	936 -240	-20%	-$5.3K	﹤0.01%	262
2023 Q3	$24.7K	Hold	1,176	–	–	﹤0.01%	248
2023 Q2	$25K	Buy	1,176 +16	+1%	+$311	﹤0.01%	258
2023 Q1	$23.7K	Buy	+1,160	New	+$22.9K	﹤0.01%	253
2022 Q2	–	Sell	-22,480	Closed	-$423K	–	529
2022 Q1	$423K	Hold	22,480	–	–	0.04%	159
2021 Q4	$492K	Buy	+22,480	New	+$455K	0.04%	165

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 $3.38T AUM 44.17% 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

Albion Financial Group's APH Position: Q2 2026 in Review

Albion Financial Group reduced its Amphenol (APH) stake by 0.08% in Q2 2026, selling an estimated $11K and leaving 181,838 shares worth $16M. The position accounts for 0.93% of the portfolio, ranked #30.

Albion Financial Group first reported a position in APH in Q4 2021 and has held it in 16 quarters since. The position peaked at $21.7M in Q4 2025. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Albion Financial Group held 181,838 shares of Amphenol worth $16M as of Q2 2026.
Albion Financial Group sold 152 Amphenol shares in Q2 2026, an estimated $11K.
Amphenol made up 0.93% of Albion Financial Group's portfolio in Q2 2026, its #30 holding.
Albion Financial Group first reported a position in Amphenol in Q4 2021 and has held it in 16 quarters since.
Albion Financial Group's Amphenol position peaked at $21.7M in Q4 2025.
2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.