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	15,646 +5,688	+57%	+$410K	0.43%	29
2026 Q1	$629K	Sell	9,958 -12,934	-57%	-$910K	0.23%	71
2025 Q4	$1.55M	Sell	22,892 -940	-4%	-$62.9K	0.54%	30
2025 Q3	$1.47M	Buy	23,832 +5,396	+29%	+$296K	0.58%	34
2025 Q2	$910K	Sell	18,436 -1,036	-5%	-$42.4K	0.44%	39
2025 Q1	$639K	Sell	19,472 -4,710	-19%	-$161K	0.34%	49
2024 Q4	$840K	Sell	24,182 -2,586	-10%	-$90.5K	0.47%	42
2024 Q3	$872K	Sell	26,768 -1,704	-6%	-$55.2K	0.49%	41
2024 Q2	$959K	Sell	28,472 -3,744	-12%	-$118K	0.6%	33
2024 Q1	$929K	Sell	32,216 -1,064	-3%	-$27.9K	0.6%	35
2023 Q4	$825K	Buy	33,280 +160	+0.5%	+$3.53K	0.58%	39
2023 Q3	$695K	Sell	33,120 -48	-0.1%	-$1.03K	0.44%	42
2023 Q2	$704K	Buy	33,168 +336	+1%	+$6.53K	0.43%	45
2023 Q1	$671K	Buy	32,832 +504	+2%	+$9.95K	0.43%	51
2022 Q4	$615K	Sell	32,328 -312	-1%	-$5.9K	0.41%	73
2022 Q3	$546K	Buy	32,640 +116	+0.4%	+$2.11K	0.4%	40
2022 Q2	$523K	Buy	32,524 +604	+2%	+$10.5K	0.37%	76
2022 Q1	$601K	Sell	31,920 -7,264	-19%	-$141K	0.42%	45
2021 Q4	$857K	Buy	39,184 +4,272	+12%	+$86.5K	0.58%	39
2021 Q3	$639K	Buy	34,912 +8,788	+34%	+$161K	0.48%	41
2021 Q2	$447K	Buy	26,124 +1,060	+4%	+$17.9K	0.35%	51
2021 Q1	$413K	Buy	25,064 +1,560	+7%	+$25.3K	0.4%	43
2020 Q4	$384K	Buy	+23,504	New	+$361K	0.42%	43

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

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 15,646 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. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Burns Matteson Capital Management held 15,646 shares of Amphenol worth $1.38M as of Q2 2026.
Burns Matteson Capital Management bought 5,688 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.
2,327 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.