Burns Matteson Capital Management’s Amphenol APH Stock Holding History

Burns Matteson 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	$1.38M	Buy	7,823 +2,844	+57%	+$410K	0.43%	29
2026 Q1	$629K	Sell	4,979 -6,467	-57%	-$910K	0.23%	71
2025 Q4	$1.55M	Sell	11,446 -470	-4%	-$62.9K	0.54%	30
2025 Q3	$1.47M	Buy	11,916 +2,698	+29%	+$296K	0.58%	34
2025 Q2	$910K	Sell	9,218 -518	-5%	-$42.4K	0.44%	39
2025 Q1	$639K	Sell	9,736 -2,355	-19%	-$161K	0.34%	49
2024 Q4	$840K	Sell	12,091 -1,293	-10%	-$90.5K	0.47%	42
2024 Q3	$872K	Sell	13,384 -852	-6%	-$55.2K	0.49%	41
2024 Q2	$959K	Sell	14,236 -1,872	-12%	-$118K	0.6%	33
2024 Q1	$929K	Sell	16,108 -532	-3%	-$27.9K	0.6%	35
2023 Q4	$825K	Buy	16,640 +80	+0.5%	+$3.53K	0.58%	39
2023 Q3	$695K	Sell	16,560 -24	-0.1%	-$1.03K	0.44%	42
2023 Q2	$704K	Buy	16,584 +168	+1%	+$6.53K	0.43%	45
2023 Q1	$671K	Buy	16,416 +252	+2%	+$9.95K	0.43%	51
2022 Q4	$615K	Sell	16,164 -156	-1%	-$5.9K	0.41%	73
2022 Q3	$546K	Buy	16,320 +58	+0.4%	+$2.11K	0.4%	40
2022 Q2	$523K	Buy	16,262 +302	+2%	+$10.5K	0.37%	76
2022 Q1	$601K	Sell	15,960 -3,632	-19%	-$141K	0.42%	45
2021 Q4	$857K	Buy	19,592 +2,136	+12%	+$86.5K	0.58%	39
2021 Q3	$639K	Buy	17,456 +4,394	+34%	+$161K	0.48%	41
2021 Q2	$447K	Buy	13,062 +530	+4%	+$17.9K	0.35%	51
2021 Q1	$413K	Buy	12,532 +780	+7%	+$25.3K	0.4%	43
2020 Q4	$384K	Buy	+11,752	New	+$361K	0.42%	43

Other funds holding APH

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

RMA

Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Burns Matteson Capital Management's APH Position: Q2 2026 in Review

Burns Matteson Capital Management increased its Amphenol (APH) stake by 57% in Q2 2026, buying an estimated $410K and bringing the position to 7,823 shares worth $1.38M. The position accounts for 0.43% of the portfolio, ranked #29.

Burns Matteson Capital Management first reported a position in APH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.55M in Q4 2025. 406 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Burns Matteson Capital Management held 7,823 shares of Amphenol worth $1.38M as of Q2 2026.
Burns Matteson Capital Management bought 2,844 Amphenol shares in Q2 2026, an estimated $410K.
Amphenol made up 0.43% of Burns Matteson Capital Management's portfolio in Q2 2026, its #29 holding.
Burns Matteson Capital Management first reported a position in Amphenol in Q4 2020 and has held it in 23 quarters since.
Burns Matteson Capital Management's Amphenol position peaked at $1.55M in Q4 2025.
406 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.