AAS
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Annex Advisory Services’s Amphenol APH Stock Holding History

Annex Advisory Services’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 		$475K Buy
2,692
+125
+5% +$18K 0.01% 265
2026
Q1 		$324K Sell
2,567
-46
-2% -$6.47K 0.01% 295
2025
Q4 		$353K Buy
2,613
+95
+4% +$12.7K 0.01% 275
2025
Q3 		$312K Buy
2,518
+18
+0.7% +$1.98K 0.01% 252
2025
Q2 		$247K Buy
+2,500
New +$204K 0.01% 278

Other funds holding APH

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
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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Annex Advisory Services's APH Position: Q2 2026 in Review

Annex Advisory Services increased its Amphenol (APH) stake by 4.9% in Q2 2026, buying an estimated $18K and bringing the position to 2,692 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #265.

Annex Advisory Services first reported a position in APH in Q2 2025 and has held it in 5 quarters since. 348 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Annex Advisory Services held 2,692 shares of Amphenol worth $475K as of Q2 2026.
  • Annex Advisory Services bought 125 Amphenol shares in Q2 2026, an estimated $18K.
  • Amphenol made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #265 holding.
  • Annex Advisory Services first reported a position in Amphenol in Q2 2025 and has held it in 5 quarters since.
  • 348 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.