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Ayrshire Capital Management’s Amphenol APH Stock Holding History

Ayrshire 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
Q2 		$10.7M Buy
60,434
+632
+1% +$91.1K 4.99% 2
2026
Q1 		$7.56M Sell
59,802
-23,248
-28% -$3.27M 3.91% 5
2025
Q4 		$11.2M Sell
83,050
-50,702
-38% -$6.78M 5.15% 2
2025
Q3 		$16.6M Sell
133,752
-11,234
-8% -$1.23M 7.68% 1
2025
Q2 		$14.3M Sell
144,986
-3,397
-2% -$278K 6.87% 2
2025
Q1 		$9.73M Buy
148,383
+2,953
+2% +$201K 4.71% 3
2024
Q4 		$10.1M Buy
145,430
+1,144
+0.8% +$80.1K 4.93% 2
2024
Q3 		$9.4M Sell
144,286
-61
-0% -$3.95K 4.47% 2
2024
Q2 		$9.72M Buy
144,347
+921
+0.6% +$58.1K 4.96% 2
2024
Q1 		$8.27M Sell
143,426
-160
-0.1% -$8.38K 4.47% 3
2023
Q4 		$7.12M Buy
143,586
+1,296
+0.9% +$57.3K 4.11% 3
2023
Q3 		$5.98M Buy
142,290
+1,686
+1% +$72.5K 3.86% 7
2023
Q2 		$6.03M Sell
140,604
-672
-0.5% -$26.1K 3.82% 9
2023
Q1 		$5.77M Sell
141,276
-168
-0.1% -$6.63K 3.94% 6
2022
Q4 		$5.38M Sell
141,444
-12,166
-8% -$460K 3.77% 9
2022
Q3 		$5.14M Buy
153,610
+4,730
+3% +$172K 3.83% 7
2022
Q2 		$4.79M Sell
148,880
-2,662
-2% -$92.6K 3.39% 9
2022
Q1 		$5.71M Sell
151,542
-24,430
-14% -$946K 3.37% 7
2021
Q4 		$7.7M Buy
175,972
+1,106
+0.6% +$44.8K 3.9% 6
2021
Q3 		$6.4M Buy
174,866
+3,142
+2% +$115K 3.63% 6
2021
Q2 		$5.87M Sell
171,724
-870
-0.5% -$29.4K 3.31% 10
2021
Q1 		$5.69M Buy
172,594
+1,898
+1% +$61.7K 3.49% 8
2020
Q4 		$5.58M Buy
170,696
+4,112
+2% +$126K 3.61% 5
2020
Q3 		$4.51M Sell
166,584
-2,828
-2% -$74.5K 3.31% 8
2020
Q2 		$4.06M Buy
169,412
+18,968
+13% +$423K 3.39% 9
2020
Q1 		$2.74M Buy
150,444
+3,248
+2% +$77.4K 2.76% 15
2019
Q4 		$3.98M Buy
+147,196
New +$3.76M 3.3% 4

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ayrshire Capital Management's APH Position: Q2 2026 in Review

Ayrshire Capital Management increased its Amphenol (APH) stake by 1.1% in Q2 2026, buying an estimated $91.1K and bringing the position to 60,434 shares worth $10.7M. The position accounts for 4.99% of the portfolio, ranked #2.

Ayrshire Capital Management first reported a position in APH in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.6M in Q3 2025. 2,314 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Ayrshire Capital Management held 60,434 shares of Amphenol worth $10.7M as of Q2 2026.
  • Ayrshire Capital Management bought 632 Amphenol shares in Q2 2026, an estimated $91.1K.
  • Amphenol made up 4.99% of Ayrshire Capital Management's portfolio in Q2 2026, its #2 holding.
  • Ayrshire Capital Management first reported a position in Amphenol in Q4 2019 and has held it in 27 quarters since.
  • Ayrshire Capital Management's Amphenol position peaked at $16.6M in Q3 2025.
  • 2,314 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Ayrshire Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.