ACM
APH icon

Allred Capital Management’s Amphenol APH Stock Holding History

Allred Capital 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
Q1 		$615K Buy
4,868
+233
+5% +$32.8K 0.22% 91
2025
Q4 		$626K Buy
4,635
+143
+3% +$19.1K 0.23% 88
2025
Q3 		$556K Buy
4,492
+763
+20% +$83.7K 0.19% 104
2025
Q2 		$368K Buy
3,729
+167
+5% +$13.7K 0.14% 119
2025
Q1 		$234K Buy
+3,562
New +$243K 0.09% 152

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Allred Capital Management's APH Position: Q1 2026 in Review

Allred Capital Management increased its Amphenol (APH) stake by 5% in Q1 2026, buying an estimated $32.8K and bringing the position to 4,868 shares worth $615K. The position accounts for 0.22% of the portfolio, ranked #91.

Allred Capital Management first reported a position in APH in Q1 2025 and has held it in 5 quarters since. The position peaked at $626K in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Allred Capital Management held 4,868 shares of Amphenol worth $615K as of Q1 2026.
  • Allred Capital Management bought 233 Amphenol shares in Q1 2026, an estimated $32.8K.
  • Amphenol made up 0.22% of Allred Capital Management's portfolio in Q1 2026, its #91 holding.
  • Allred Capital Management first reported a position in Amphenol in Q1 2025 and has held it in 5 quarters since.
  • Allred Capital Management's Amphenol position peaked at $626K in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.