CWM
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Cabot Wealth Management’s Amphenol APH Stock Holding History

Cabot Wealth 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 		$25.1M Sell
284,856
-3,742
-1% -$270K 2.56% 6
2026
Q1 		$18.2M Sell
288,598
-58,150
-17% -$4.09M 2.1% 12
2025
Q4 		$23.4M Sell
346,748
-4,848
-1% -$324K 2.59% 9
2025
Q3 		$21.8M Sell
351,596
-1,546
-0.4% -$84.8K 2.41% 11
2025
Q2 		$17.4M Buy
353,142
+3,824
+1% +$156K 2.07% 14
2025
Q1 		$11.5M Buy
349,318
+84,088
+32% +$2.87M 1.46% 25
2024
Q4 		$9.21M Buy
265,230
+17,008
+7% +$595K 1.17% 35
2024
Q3 		$8.09M Buy
248,222
+5,262
+2% +$171K 1.01% 38
2024
Q2 		$8.18M Buy
242,960
+544
+0.2% +$17.2K 1.07% 38
2024
Q1 		$6.99M Buy
242,416
+12,668
+6% +$332K 0.91% 38
2023
Q4 		$5.69M Buy
229,748
+8,248
+4% +$182K 0.79% 40
2023
Q3 		$4.65M Buy
221,500
+14,748
+7% +$317K 0.71% 44
2023
Q2 		$4.39M Buy
+206,752
New +$4.02M 0.66% 46

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

Cabot Wealth Management's APH Position: Q2 2026 in Review

Cabot Wealth Management reduced its Amphenol (APH) stake by 1.3% in Q2 2026, selling an estimated $270K and leaving 284,856 shares worth $25.1M. The position accounts for 2.56% of the portfolio, ranked #6.

Cabot Wealth Management first reported a position in APH in Q2 2023 and has held it in 13 quarters since. 2,328 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Cabot Wealth Management held 284,856 shares of Amphenol worth $25.1M as of Q2 2026.
  • Cabot Wealth Management sold 3,742 Amphenol shares in Q2 2026, an estimated $270K.
  • Amphenol made up 2.56% of Cabot Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Cabot Wealth Management first reported a position in Amphenol in Q2 2023 and has held it in 13 quarters since.
  • 2,328 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.