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Capital Planning Advisors’s Amphenol APH Stock Holding History

Capital Planning Advisors’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 		$2.72M Buy
21,533
+3,058
+17% +$430K 0.39% 46
2025
Q4 		$2.5M Buy
18,475
+1,339
+8% +$179K 0.33% 55
2025
Q3 		$2.12M Buy
17,136
+14,212
+486% +$1.56M 0.29% 57
2025
Q2 		$289K Buy
+2,924
New +$239K 0.04% 117

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
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

Capital Planning Advisors's APH Position: Q1 2026 in Review

Capital Planning Advisors increased its Amphenol (APH) stake by 17% in Q1 2026, buying an estimated $430K and bringing the position to 21,533 shares worth $2.72M. The position accounts for 0.39% of the portfolio, ranked #46.

Capital Planning Advisors first reported a position in APH in Q2 2025 and has held it in 4 quarters since. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Capital Planning Advisors held 21,533 shares of Amphenol worth $2.72M as of Q1 2026.
  • Capital Planning Advisors bought 3,058 Amphenol shares in Q1 2026, an estimated $430K.
  • Amphenol made up 0.39% of Capital Planning Advisors's portfolio in Q1 2026, its #46 holding.
  • Capital Planning Advisors first reported a position in Amphenol in Q2 2025 and has held it in 4 quarters since.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.