Beck Bode LLC’s Amphenol APH Stock Holding History

Beck Bode LLC’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	$594K	Sell	3,371 -51	-1%	-$7.35K	0.09%	61
2026 Q1	$432K	Buy	3,422 +397	+13%	+$55.9K	0.07%	63
2025 Q4	$409K	Sell	3,025 -616	-17%	-$82.4K	0.07%	72
2025 Q3	$451K	Sell	3,641 -4,810	-57%	-$528K	0.07%	71
2025 Q2	$835K	Sell	8,451 -883	-9%	-$72.2K	0.14%	59
2025 Q1	$612K	Buy	+9,334	New	+$637K	0.11%	72
2024 Q4	–	Sell	-20,916	Closed	-$1.36M	–	110
2024 Q3	$1.36M	Buy	20,916 +817	+4%	+$53K	0.26%	61
2024 Q2	$1.35M	Buy	20,099 +1,745	+10%	+$110K	0.27%	61
2024 Q1	$1.06M	Buy	+18,354	New	+$962K	0.22%	84
2022 Q4	–	Sell	-37,618	Closed	-$1.26M	–	203
2022 Q3	$1.26M	Sell	37,618 -7,380	-16%	-$268K	0.27%	82
2022 Q2	$1.45M	Sell	44,998 -1,254	-3%	-$43.6K	0.31%	71
2022 Q1	$1.74M	Buy	46,252 +278	+0.6%	+$10.8K	0.39%	55
2021 Q4	$2.01M	Buy	45,974 +6,198	+16%	+$251K	0.5%	42
2021 Q3	$1.46M	Buy	39,776 +6,466	+19%	+$237K	0.41%	46
2021 Q2	$1.14M	Buy	33,310 +13,572	+69%	+$458K	0.31%	45
2021 Q1	$651K	Buy	+19,738	New	+$641K	0.2%	45

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

Beck Bode LLC's APH Position: Q2 2026 in Review

Beck Bode LLC reduced its Amphenol (APH) stake by 1.5% in Q2 2026, selling an estimated $7.35K and leaving 3,371 shares worth $594K. The position accounts for 0.09% of the portfolio, ranked #61.

Beck Bode LLC first reported a position in APH in Q1 2021 and has held it in 16 quarters since. The position peaked at $2.01M in Q4 2021. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Beck Bode LLC held 3,371 shares of Amphenol worth $594K as of Q2 2026.
Beck Bode LLC sold 51 Amphenol shares in Q2 2026, an estimated $7.35K.
Amphenol made up 0.09% of Beck Bode LLC's portfolio in Q2 2026, its #61 holding.
Beck Bode LLC first reported a position in Amphenol in Q1 2021 and has held it in 16 quarters since.
Beck Bode LLC's Amphenol position peaked at $2.01M in Q4 2021.
2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Beck Bode LLC's 13F filing for Q2 2026, filed 13 Aug 2026.