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Bourgeon Capital Management’s Amphenol APH Stock Holding History

Bourgeon 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 		– Sell
-3,706
Closed -$234K – 105
2026
Q1 		$234K Sell
3,706
-3,218
-46% -$226K 0.04% 97
2025
Q4 		$468K Buy
6,924
+2,830
+69% +$189K 0.08% 89
2025
Q3 		$253K Buy
4,094
+2
+0% +$110 0.05% 101
2025
Q2 		$202K Buy
+4,092
New +$167K 0.04% 105
2024
Q1 		– Sell
-88,028
Closed -$2.18M – 124
2023
Q4 		$2.18M Sell
88,028
-49,996
-36% -$1.1M 0.48% 49
2023
Q3 		$2.9M Buy
138,024
+4
+0% +$86 0.68% 46
2023
Q2 		$2.93M Buy
138,020
+8
+0% +$155 0.68% 47
2023
Q1 		$2.82M Sell
138,012
-8,996
-6% -$178K 0.67% 46
2022
Q4 		$2.8M Buy
147,008
+29,524
+25% +$559K 0.69% 43
2022
Q3 		$1.97M Buy
117,484
+4
+0% +$73 0.54% 46
2022
Q2 		$1.89M Buy
117,480
+8
+0% +$139 0.5% 46
2022
Q1 		$2.21M Buy
117,472
+4
+0% +$77 0.5% 47
2021
Q4 		$2.57M Buy
117,468
+4
+0% +$81 0.53% 50
2021
Q3 		$2.15M Hold
117,464
– – 0.46% 49
2021
Q2 		$2.01M Buy
117,464
+4
+0% +$68 0.43% 49
2021
Q1 		$1.94M Buy
117,460
+4
+0% +$65 0.43% 52
2020
Q4 		$1.92M Sell
117,456
-3,200
-3% -$49.2K 0.47% 47
2020
Q3 		$1.63M Buy
120,656
+8
+0% +$105 0.49% 44
2020
Q2 		$1.45M Buy
120,648
+34,808
+41% +$388K 0.51% 41
2020
Q1 		$782K Buy
85,840
+80,800
+1,603% +$963K 0.41% 45
2019
Q4 		$68K Buy
5,040
+8
+0.2% +$102 0.03% 105
2019
Q3 		$61K Buy
+5,032
New +$58K 0.03% 107

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

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

Bourgeon Capital Management sold out of Amphenol (APH) in Q2 2026, closing a stake of 3,706 shares — an estimated $234K sold.

Bourgeon Capital Management first reported a position in APH in Q3 2019 and held it in 22 quarters. The position peaked at $2.93M in Q2 2023. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Bourgeon Capital Management reported no remaining Amphenol position as of Q2 2026 after selling out during the quarter.
  • Bourgeon Capital Management sold 3,706 Amphenol shares in Q2 2026, an estimated $234K.
  • Bourgeon Capital Management first reported a position in Amphenol in Q3 2019 and held it in 22 quarters.
  • Bourgeon Capital Management's Amphenol position peaked at $2.93M in Q2 2023.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.