Caldwell Investment Management’s Amphenol APH Stock Holding History

Caldwell Investment 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	$811K	Buy	+6,800	New	+$957K	0.32%	48
2023 Q2	–	Sell	-60,800	Closed	-$2.48M	–	31
2023 Q1	$2.48M	Buy	+60,800	New	+$2.4M	2.46%	9
2022 Q4	–	Sell	-39,920	Closed	-$1.36M	–	27
2022 Q3	$1.36M	Buy	39,920 +14,720	+58%	+$535K	1.65%	15
2022 Q2	$811K	Hold	25,200	–	–	0.81%	24
2022 Q1	$967K	Hold	25,200	–	–	0.77%	25
2021 Q4	$1.1M	Buy	+25,200	New	+$1.02M	0.86%	27

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Caldwell Investment Management's APH Position: Q1 2026 in Review

Caldwell Investment Management opened a new position in Amphenol (APH) in Q1 2026: 6,800 shares worth $811K. The stake represents 0.32% of the portfolio and ranks #48 among its holdings. This is a return to the name: Caldwell Investment Management previously reported a position in APH as recently as Q1 2023.

Caldwell Investment Management first reported a position in APH in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.48M in Q1 2023. 2,115 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Caldwell Investment Management held 6,800 shares of Amphenol worth $811K as of Q1 2026.
Amphenol was a new Caldwell Investment Management position in Q1 2026.
Amphenol made up 0.32% of Caldwell Investment Management's portfolio in Q1 2026, its #48 holding.
Caldwell Investment Management first reported a position in Amphenol in Q4 2021 and has held it in 6 quarters since.
Caldwell Investment Management's Amphenol position peaked at $2.48M in Q1 2023.
2,115 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Caldwell Investment Management's 13F filing for Q1 2026, filed 14 May 2026.