Campbell Newman Asset Management’s Amphenol APH Stock Holding History

Campbell Newman Asset 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	$54.7M	Sell	620,986 -126,392	-17%	-$9.11M	4.06%	5
2026 Q1	$47.2M	Buy	747,378 +7,002	+0.9%	+$493K	3.83%	5
2025 Q4	$50M	Sell	740,376 -79,444	-10%	-$5.31M	3.66%	5
2025 Q3	$50.7M	Sell	819,820 -79,222	-9%	-$4.35M	3.71%	5
2025 Q2	$44.4M	Buy	899,042 +356,890	+66%	+$14.6M	3.54%	5
2025 Q1	$17.8M	Buy	+542,152	New	+$18.5M	1.51%	27

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 $3.38T AUM 44.17% 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

Campbell Newman Asset Management's APH Position: Q2 2026 in Review

Campbell Newman Asset Management reduced its Amphenol (APH) stake by 17% in Q2 2026, selling an estimated $9.11M and leaving 620,986 shares worth $54.7M. The position accounts for 4.06% of the portfolio, ranked #5.

Campbell Newman Asset Management first reported a position in APH in Q1 2025 and has held it in 6 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Campbell Newman Asset Management held 620,986 shares of Amphenol worth $54.7M as of Q2 2026.
Campbell Newman Asset Management sold 126,392 Amphenol shares in Q2 2026, an estimated $9.11M.
Amphenol made up 4.06% of Campbell Newman Asset Management's portfolio in Q2 2026, its #5 holding.
Campbell Newman Asset Management first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.