Davis Investment Partners’s Amphenol APH Stock Holding History

Davis Investment 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	$10.3M	Hold	117,328	–	–	3.15%	5
2026 Q1	$7.41M	Hold	117,328	–	–	2.62%	5
2025 Q4	$8.2M	Sell	117,328 -16,000	-12%	-$1.07M	2.87%	5
2025 Q3	$8.31M	Hold	133,328	–	–	2.84%	5
2025 Q2	$6.49M	Hold	133,328	–	–	2.32%	6
2025 Q1	$4.36M	Hold	133,328	–	–	1.93%	8
2024 Q4	$4.68M	Hold	133,328	–	–	1.97%	8
2024 Q3	$4.14M	Hold	133,328	–	–	1.74%	10
2024 Q2	$4.66M	Hold	133,328	–	–	1.91%	9
2024 Q1	$3.83M	Hold	133,328	–	–	1.67%	8
2023 Q4	$3.15M	Hold	133,328	–	–	1.53%	9
2023 Q3	$2.75M	Hold	133,328	–	–	1.47%	11
2023 Q2	$2.81M	Hold	133,328	–	–	1.34%	11
2023 Q1	$2.65M	Hold	133,328	–	–	1.41%	12
2022 Q4	$2.7M	Buy	+133,328	New	+$2.52M	1.36%	12

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Davis Investment Partners's APH Position: Q2 2026 in Review

Davis Investment Partners held its Amphenol (APH) position steady in Q2 2026 at 117,328 shares worth $10.3M. The position accounts for 3.15% of the portfolio, ranked #5.

Davis Investment Partners first reported a position in APH in Q4 2022 and has held it in 15 quarters since. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Davis Investment Partners held 117,328 shares of Amphenol worth $10.3M as of Q2 2026.
Davis Investment Partners left its Amphenol share count unchanged in Q2 2026.
Amphenol made up 3.15% of Davis Investment Partners's portfolio in Q2 2026, its #5 holding.
Davis Investment Partners first reported a position in Amphenol in Q4 2022 and has held it in 15 quarters since.
2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.