Charter Oak Capital Management’s Amphenol APH Stock Holding History

Charter Oak Capital 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	$444K	Buy	7,026 +2	+0%	+$141	0.03%	127
2025 Q4	$475K	Buy	7,024 +44	+0.6%	+$2.94K	0.04%	132
2025 Q3	$432K	Buy	6,980 +1,796	+35%	+$98.5K	0.03%	133
2025 Q2	$256K	Buy	+5,184	New	+$212K	0.02%	177
2022 Q3	–	Sell	-6,688	Closed	-$108K	–	203
2022 Q2	$108K	Hold	6,688	–	–	0.01%	235
2022 Q1	$126K	Hold	6,688	–	–	0.02%	228
2021 Q4	$146K	Sell	6,688 -240	-3%	-$4.86K	0.02%	208
2021 Q3	$127K	Hold	6,928	–	–	0.02%	211
2021 Q2	$118K	Hold	6,928	–	–	0.02%	222
2021 Q1	$114K	Hold	6,928	–	–	0.02%	221
2020 Q4	$113K	Buy	+6,928	New	+$106K	0.02%	212

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 $3.37T AUM 44.26% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charter Oak Capital Management's APH Position: Q1 2026 in Review

Charter Oak Capital Management increased its Amphenol (APH) stake by 0.03% in Q1 2026, buying an estimated $141 and bringing the position to 7,026 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #127.

Charter Oak Capital Management first reported a position in APH in Q4 2020 and has held it in 11 quarters since. The position peaked at $475K in Q4 2025. 2,131 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Charter Oak Capital Management held 7,026 shares of Amphenol worth $444K as of Q1 2026.
Charter Oak Capital Management bought 2 Amphenol shares in Q1 2026, an estimated $141.
Amphenol made up 0.03% of Charter Oak Capital Management's portfolio in Q1 2026, its #127 holding.
Charter Oak Capital Management first reported a position in Amphenol in Q4 2020 and has held it in 11 quarters since.
Charter Oak Capital Management's Amphenol position peaked at $475K in Q4 2025.
2,131 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Charter Oak Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.