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 Q1	$18.2M	Sell	144,299 -29,075	-17%	-$4.09M	2.1%	12
2025 Q4	$23.4M	Sell	173,374 -2,424	-1%	-$324K	2.59%	9
2025 Q3	$21.8M	Sell	175,798 -773	-0.4%	-$84.8K	2.41%	11
2025 Q2	$17.4M	Buy	176,571 +1,912	+1%	+$156K	2.07%	14
2025 Q1	$11.5M	Buy	174,659 +42,044	+32%	+$2.87M	1.46%	25
2024 Q4	$9.21M	Buy	132,615 +8,504	+7%	+$595K	1.17%	35
2024 Q3	$8.09M	Buy	124,111 +2,631	+2%	+$171K	1.01%	38
2024 Q2	$8.18M	Buy	121,480 +272	+0.2%	+$17.2K	1.07%	38
2024 Q1	$6.99M	Buy	121,208 +6,334	+6%	+$332K	0.91%	38
2023 Q4	$5.69M	Buy	114,874 +4,124	+4%	+$182K	0.79%	40
2023 Q3	$4.65M	Buy	110,750 +7,374	+7%	+$317K	0.71%	44
2023 Q2	$4.39M	Buy	+103,376	New	+$4.02M	0.66%	46

Other funds holding APH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return