BWM
APH icon

BAM Wealth Management’s Amphenol APH Stock Holding History

BAM 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 		$1.03M Sell
5,848
-474
-7% -$68.3K 0.65% 35
2026
Q1 		$799K Sell
6,322
-1,794
-22% -$253K 0.6% 42
2025
Q4 		$1.1M Buy
8,116
+6,132
+309% +$820K 0.79% 27
2025
Q3 		$246K Buy
+1,984
New +$218K 0.19% 127

Other funds holding APH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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

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

BAM Wealth Management reduced its Amphenol (APH) stake by 7.5% in Q2 2026, selling an estimated $68.3K and leaving 5,848 shares worth $1.03M. The position accounts for 0.65% of the portfolio, ranked #35.

BAM Wealth Management first reported a position in APH in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q4 2025. 1,295 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • BAM Wealth Management held 5,848 shares of Amphenol worth $1.03M as of Q2 2026.
  • BAM Wealth Management sold 474 Amphenol shares in Q2 2026, an estimated $68.3K.
  • Amphenol made up 0.65% of BAM Wealth Management's portfolio in Q2 2026, its #35 holding.
  • BAM Wealth Management first reported a position in Amphenol in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's Amphenol position peaked at $1.1M in Q4 2025.
  • 1,295 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

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