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 Q1	$7.41M	Hold	58,664	–	–	2.62%	5
2025 Q4	$8.2M	Sell	58,664 -8,000	-12%	-$1.07M	2.87%	5
2025 Q3	$8.31M	Hold	66,664	–	–	2.84%	5
2025 Q2	$6.49M	Hold	66,664	–	–	2.32%	6
2025 Q1	$4.36M	Hold	66,664	–	–	1.93%	8
2024 Q4	$4.68M	Hold	66,664	–	–	1.97%	8
2024 Q3	$4.14M	Hold	66,664	–	–	1.74%	10
2024 Q2	$4.66M	Hold	66,664	–	–	1.91%	9
2024 Q1	$3.83M	Hold	66,664	–	–	1.67%	8
2023 Q4	$3.15M	Hold	66,664	–	–	1.53%	9
2023 Q3	$2.75M	Hold	66,664	–	–	1.47%	11
2023 Q2	$2.81M	Hold	66,664	–	–	1.34%	11
2023 Q1	$2.65M	Hold	66,664	–	–	1.41%	12
2022 Q4	$2.7M	Buy	+66,664	New	+$2.52M	1.36%	12

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Davis Investment Partners's APH Position: Q1 2026 in Review

Davis Investment Partners held its Amphenol (APH) position steady in Q1 2026 at 58,664 shares worth $7.41M. The position accounts for 2.62% of the portfolio, ranked #5.

Davis Investment Partners first reported a position in APH in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.31M in Q3 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Davis Investment Partners held 58,664 shares of Amphenol worth $7.41M as of Q1 2026.
Davis Investment Partners left its Amphenol share count unchanged in Q1 2026.
Amphenol made up 2.62% of Davis Investment Partners's portfolio in Q1 2026, its #5 holding.
Davis Investment Partners first reported a position in Amphenol in Q4 2022 and has held it in 14 quarters since.
Davis Investment Partners's Amphenol position peaked at $8.31M in Q3 2025.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.