Capital Planning
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Capital Planning’s Amphenol APH Stock Holding History

Capital Planning’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
Q3 		$368K Buy
4,360
+114
+3% +$9.18K 0.1% 67
2026
Q2 		$375K Buy
4,246
+2
+0% +$144 0.11% 63
2026
Q1 		$269K Hold
4,244
– – 0.09% 72
2025
Q4 		$297K Sell
4,244
-496
-10% -$33.2K 0.08% 72
2025
Q3 		$294K Buy
4,740
+2
+0% +$110 0.09% 71
2025
Q2 		$234K Buy
+4,738
New +$194K 0.07% 69

Other funds holding APH

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Capital Planning's APH Position: Q3 2026 in Review

Capital Planning increased its Amphenol (APH) stake by 2.7% in Q3 2026, buying an estimated $9.18K and bringing the position to 4,360 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #67.

Capital Planning first reported a position in APH in Q2 2025 and has held it in 6 quarters since. The position peaked at $375K in Q2 2026. 887 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Capital Planning held 4,360 shares of Amphenol worth $368K as of Q3 2026.
  • Capital Planning bought 114 Amphenol shares in Q3 2026, an estimated $9.18K.
  • Amphenol made up 0.1% of Capital Planning's portfolio in Q3 2026, its #67 holding.
  • Capital Planning first reported a position in Amphenol in Q2 2025 and has held it in 6 quarters since.
  • Capital Planning's Amphenol position peaked at $375K in Q2 2026.
  • 887 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Capital Planning's 13F filing for Q3 2026, filed 9 Oct 2026.