AXQ Capital’s Amphenol APH Stock Holding History

AXQ Capital’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	$944K	Sell	10,712 -34,090	-76%	-$2.46M	0.1%	302
2026 Q1	$2.83M	Buy	44,802 +20,856	+87%	+$1.47M	0.36%	52
2025 Q4	$1.62M	Sell	23,946 -3,550	-13%	-$237K	0.36%	62
2025 Q3	$1.7M	Buy	27,496 +8,628	+46%	+$473K	0.65%	8
2025 Q2	$932K	Buy	+18,868	New	+$772K	0.3%	93
2024 Q4	–	Sell	-48,544	Closed	-$1.58M	–	426
2024 Q3	$1.58M	Sell	48,544 -23,244	-32%	-$753K	0.48%	39
2024 Q2	$2.42M	Buy	71,788 +33,788	+89%	+$1.07M	0.56%	28
2024 Q1	$1.1M	Buy	+38,000	New	+$996K	0.26%	127
2023 Q2	–	Sell	-37,600	Closed	-$768K	–	286
2023 Q1	$768K	Buy	+37,600	New	+$742K	0.31%	98

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

AXQ Capital's APH Position: Q2 2026 in Review

AXQ Capital reduced its Amphenol (APH) stake by 76% in Q2 2026, selling an estimated $2.46M and leaving 10,712 shares worth $944K. The position accounts for 0.1% of the portfolio, ranked #302.

AXQ Capital first reported a position in APH in Q1 2023 and has held it in 9 quarters since. The position peaked at $2.83M in Q1 2026. 2,326 funds tracked by Wall St. Rank hold APH as of Q2 2026.

AXQ Capital held 10,712 shares of Amphenol worth $944K as of Q2 2026.
AXQ Capital sold 34,090 Amphenol shares in Q2 2026, an estimated $2.46M.
Amphenol made up 0.1% of AXQ Capital's portfolio in Q2 2026, its #302 holding.
AXQ Capital first reported a position in Amphenol in Q1 2023 and has held it in 9 quarters since.
AXQ Capital's Amphenol position peaked at $2.83M in Q1 2026.
2,326 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.