AWM
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Axxcess Wealth Management’s Amphenol APH Stock Holding History

Axxcess 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 		$12.8M Buy
72,625
+9,024
+14% +$1.3M 0.2% 107
2026
Q1 		$8.04M Buy
63,601
+507
+0.8% +$71.4K 0.26% 87
2025
Q4 		$8.53M Buy
63,094
+7,215
+13% +$965K 0.15% 139
2025
Q3 		$6.91M Buy
55,879
+11,292
+25% +$1.24M 0.15% 122
2025
Q2 		$4.4M Buy
44,587
+12,776
+40% +$1.04M 0.1% 160
2025
Q1 		$2.09M Sell
31,811
-1,484
-4% -$101K 0.06% 259
2024
Q4 		$2.31M Buy
33,295
+3,282
+11% +$230K 0.06% 244
2024
Q3 		$1.96M Sell
30,013
-3,495
-10% -$227K 0.05% 271
2024
Q2 		$2.26M Buy
33,508
+5,514
+20% +$348K 0.06% 233
2024
Q1 		$1.61M Sell
27,994
-4,454
-14% -$233K 0.04% 289
2023
Q4 		$1.61M Buy
32,448
+18,458
+132% +$815K 0.05% 279
2023
Q3 		$588K Buy
+13,990
New +$602K 0.02% 434

Other funds holding APH

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

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

Axxcess Wealth Management increased its Amphenol (APH) stake by 14% in Q2 2026, buying an estimated $1.3M and bringing the position to 72,625 shares worth $12.8M. The position accounts for 0.2% of the portfolio, ranked #107.

Axxcess Wealth Management first reported a position in APH in Q3 2023 and has held it in 12 quarters since. 1,117 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Axxcess Wealth Management held 72,625 shares of Amphenol worth $12.8M as of Q2 2026.
  • Axxcess Wealth Management bought 9,024 Amphenol shares in Q2 2026, an estimated $1.3M.
  • Amphenol made up 0.2% of Axxcess Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Axxcess Wealth Management first reported a position in Amphenol in Q3 2023 and has held it in 12 quarters since.
  • 1,117 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.