Beacon Harbor Wealth Advisors’s Amphenol APH Stock Holding History

Beacon Harbor Wealth Advisors’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	$8.32M	Sell	51,781 -7,756	-13%	-$1.12M	1.62%	27
2026 Q1	$7.52M	Sell	59,537 -2,004	-3%	-$282K	1.58%	32
2025 Q4	$8.32M	Sell	61,541 -10,723	-15%	-$1.43M	1.84%	16
2025 Q3	$8.94M	Sell	72,264 -5,386	-7%	-$591K	2.09%	12
2025 Q2	$7.67M	Sell	77,650 -10,471	-12%	-$856K	1.91%	16
2025 Q1	$5.78M	Buy	+88,121	New	+$6.01M	1.34%	38
2024 Q2	–	Sell	-96,292	Closed	-$5.55M	–	70
2024 Q1	$5.55M	Buy	+96,292	New	+$5.05M	1.47%	36

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

VPM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Harbor Wealth Advisors's APH Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors reduced its Amphenol (APH) stake by 13% in Q2 2026, selling an estimated $1.12M and leaving 51,781 shares worth $8.32M. The position accounts for 1.62% of the portfolio, ranked #27.

Beacon Harbor Wealth Advisors first reported a position in APH in Q1 2024 and has held it in 7 quarters since. The position peaked at $8.94M in Q3 2025. 2,085 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Beacon Harbor Wealth Advisors held 51,781 shares of Amphenol worth $8.32M as of Q2 2026.
Beacon Harbor Wealth Advisors sold 7,756 Amphenol shares in Q2 2026, an estimated $1.12M.
Amphenol made up 1.62% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Beacon Harbor Wealth Advisors first reported a position in Amphenol in Q1 2024 and has held it in 7 quarters since.
Beacon Harbor Wealth Advisors's Amphenol position peaked at $8.94M in Q3 2025.
2,085 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.