CWM
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Circle Wealth Management’s Amphenol APH Stock Holding History

Circle Wealth 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 		$282K Sell
2,231
-30
-1% -$4.22K ﹤0.01% 238
2025
Q4 		$306K Buy
2,261
+170
+8% +$22.7K ﹤0.01% 211
2025
Q3 		$259K Hold
2,091
– – 0.01% 204
2025
Q2 		$206K Buy
+2,091
New +$171K ﹤0.01% 215

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

Circle Wealth Management's APH Position: Q1 2026 in Review

Circle Wealth Management reduced its Amphenol (APH) stake by 1.3% in Q1 2026, selling an estimated $4.22K and leaving 2,231 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Circle Wealth Management first reported a position in APH in Q2 2025 and has held it in 4 quarters since. The position peaked at $306K in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Circle Wealth Management held 2,231 shares of Amphenol worth $282K as of Q1 2026.
  • Circle Wealth Management sold 30 Amphenol shares in Q1 2026, an estimated $4.22K.
  • Amphenol made up ﹤0.01% of Circle Wealth Management's portfolio in Q1 2026, its #238 holding.
  • Circle Wealth Management first reported a position in Amphenol in Q2 2025 and has held it in 4 quarters since.
  • Circle Wealth Management's Amphenol position peaked at $306K in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Circle Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.