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Cumberland Partners’s Amphenol APH Stock Holding History

Cumberland Partners’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 		$19.5M Sell
221,568
-266,594
-55% -$19.2M 1.26% 28
2026
Q1 		$30.8M Buy
488,162
+183,952
+60% +$12.9M 2.34% 14
2025
Q4 		$20.6M Sell
304,210
-624
-0.2% -$41.7K 1.26% 23
2025
Q3 		$18.9M Buy
304,834
+168,376
+123% +$9.24M 1.23% 25
2025
Q2 		$6.74M Sell
136,458
-2,342
-2% -$95.8K 0.47% 46
2025
Q1 		$4.55M Sell
138,800
-94
-0.1% -$3.21K 0.35% 56
2024
Q4 		$4.82M Buy
138,894
+234
+0.2% +$8.19K 0.34% 53
2024
Q3 		$4.52M Buy
138,660
+129,560
+1,424% +$4.2M 0.31% 62
2024
Q2 		$307K Sell
9,100
-7,140
-44% -$225K 0.02% 162
2024
Q1 		$468K Sell
16,240
-280
-2% -$7.34K 0.03% 163
2023
Q4 		$347K Hold
16,520
– – 0.03% 167
2023
Q3 		$347K Hold
16,520
– – 0.03% 159
2023
Q2 		$351K Hold
16,520
– – 0.03% 149
2023
Q1 		$338K Hold
16,520
– – 0.03% 149
2022
Q4 		$314K Buy
+16,520
New +$313K 0.03% 153

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cumberland Partners's APH Position: Q2 2026 in Review

Cumberland Partners reduced its Amphenol (APH) stake by 55% in Q2 2026, selling an estimated $19.2M and leaving 221,568 shares worth $19.5M. The position accounts for 1.26% of the portfolio, ranked #28.

Cumberland Partners first reported a position in APH in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.8M in Q1 2026. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Cumberland Partners held 221,568 shares of Amphenol worth $19.5M as of Q2 2026.
  • Cumberland Partners sold 266,594 Amphenol shares in Q2 2026, an estimated $19.2M.
  • Amphenol made up 1.26% of Cumberland Partners's portfolio in Q2 2026, its #28 holding.
  • Cumberland Partners first reported a position in Amphenol in Q4 2022 and has held it in 15 quarters since.
  • Cumberland Partners's Amphenol position peaked at $30.8M in Q1 2026.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.