Becker Capital Management’s Amphenol APH Stock Holding History

Becker 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 Q1	$2.75M	Sell	21,701 -11	-0.1%	-$1.55K	0.08%	124
2025 Q4	$2.94M	Sell	21,712 -1,289	-6%	-$172K	0.08%	123
2025 Q3	$2.85M	Hold	23,001	–	–	0.08%	124
2025 Q2	$2.28M	Hold	23,001	–	–	0.07%	132
2025 Q1	$1.51M	Buy	23,001 +908	+4%	+$61.9K	0.05%	149
2024 Q4	$1.54M	Hold	22,093	–	–	0.05%	147
2024 Q3	$1.44M	Buy	22,093 +288	+1%	+$18.7K	0.05%	152
2024 Q2	$1.47M	Sell	21,805 -515	-2%	-$32.5K	0.05%	141
2024 Q1	$1.29M	Hold	22,320	–	–	0.04%	147
2023 Q4	$1.11M	Sell	22,320 -482	-2%	-$21.3K	0.04%	155
2023 Q3	$960K	Buy	22,802 +482	+2%	+$20.7K	0.04%	156
2023 Q2	$948K	Buy	+22,320	New	+$867K	0.04%	165

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Becker Capital Management's APH Position: Q1 2026 in Review

Becker Capital Management reduced its Amphenol (APH) stake by 0.05% in Q1 2026, selling an estimated $1.55K and leaving 21,701 shares worth $2.75M. The position accounts for 0.08% of the portfolio, ranked #124.

Becker Capital Management first reported a position in APH in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.94M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Becker Capital Management held 21,701 shares of Amphenol worth $2.75M as of Q1 2026.
Becker Capital Management sold 11 Amphenol shares in Q1 2026, an estimated $1.55K.
Amphenol made up 0.08% of Becker Capital Management's portfolio in Q1 2026, its #124 holding.
Becker Capital Management first reported a position in Amphenol in Q2 2023 and has held it in 12 quarters since.
Becker Capital Management's Amphenol position peaked at $2.94M in Q4 2025.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.