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Bryn Mawr Capital Management’s Amphenol APH Stock Holding History

Bryn Mawr 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 		$375K Sell
2,125
-518
-20% -$74.7K 0.02% 334
2026
Q1 		$334K Buy
2,643
+729
+38% +$103K 0.02% 335
2025
Q4 		$259K Buy
1,914
+76
+4% +$10.2K 0.01% 380
2025
Q3 		$227K Buy
+1,838
New +$202K 0.01% 406
2025
Q1 		– Sell
-11,420
Closed -$793K – 394
2024
Q4 		$793K Sell
11,420
-41
-0.4% -$2.87K 0.04% 244
2024
Q3 		$747K Buy
11,461
+64
+0.6% +$4.15K 0.04% 249
2024
Q2 		$768K Buy
11,397
+3
+0% +$189 0.04% 240
2024
Q1 		$657K Sell
11,394
-36
-0.3% -$1.89K 0.04% 262
2023
Q4 		$567K Buy
11,430
+700
+7% +$30.9K 0.04% 270
2023
Q3 		$451K Buy
10,730
+54
+0.5% +$2.32K 0.03% 281
2023
Q2 		$453K Buy
10,676
+36
+0.3% +$1.4K 0.04% 214
2023
Q1 		$435K Hold
10,640
– – 0.05% 203
2022
Q4 		$405K Buy
+10,640
New +$403K 0.04% 207

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

Bryn Mawr Capital Management's APH Position: Q2 2026 in Review

Bryn Mawr Capital Management reduced its Amphenol (APH) stake by 20% in Q2 2026, selling an estimated $74.7K and leaving 2,125 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #334.

Bryn Mawr Capital Management first reported a position in APH in Q4 2022 and has held it in 13 quarters since. The position peaked at $793K in Q4 2024. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Bryn Mawr Capital Management held 2,125 shares of Amphenol worth $375K as of Q2 2026.
  • Bryn Mawr Capital Management sold 518 Amphenol shares in Q2 2026, an estimated $74.7K.
  • Amphenol made up 0.02% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #334 holding.
  • Bryn Mawr Capital Management first reported a position in Amphenol in Q4 2022 and has held it in 13 quarters since.
  • Bryn Mawr Capital Management's Amphenol position peaked at $793K in Q4 2024.
  • 2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.