EWM
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Evermay Wealth Management’s Amphenol APH Stock Holding History

Evermay 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 		$1.12M Sell
8,856
-481
-5% -$67.7K 0.12% 73
2025
Q4 		$1.26M Sell
9,337
-119
-1% -$15.9K 0.14% 70
2025
Q3 		$1.17M Sell
9,456
-27
-0.3% -$2.96K 0.13% 76
2025
Q2 		$937K Buy
9,483
+282
+3% +$23.1K 0.12% 89
2025
Q1 		$604K Buy
9,201
+17
+0.2% +$1.16K 0.08% 113
2024
Q4 		$639K Buy
9,184
+2,160
+31% +$151K 0.1% 112
2024
Q3 		$458K Buy
7,024
+362
+5% +$23.5K 0.07% 131
2024
Q2 		$449K Sell
6,662
-300
-4% -$18.9K 0.07% 131
2024
Q1 		$402K Sell
6,962
-206
-3% -$10.8K 0.06% 146
2023
Q4 		$356K Buy
7,168
+112
+2% +$4.95K 0.07% 132
2023
Q3 		$297K Buy
7,056
+732
+12% +$31.5K 0.06% 128
2023
Q2 		$269K Sell
6,324
-256
-4% -$9.94K 0.05% 148
2023
Q1 		$269K Buy
6,580
+700
+12% +$27.6K 0.05% 145
2022
Q4 		$224K Buy
5,880
+1,006
+21% +$38.1K 0.05% 158
2022
Q3 		$164K Buy
4,874
+606
+14% +$22K 0.03% 178
2022
Q2 		$138K Hold
4,268
– – 0.03% 190
2022
Q1 		$161K Buy
4,268
+320
+8% +$12.4K 0.03% 208
2021
Q4 		$173K Hold
3,948
– – 0.03% 183
2021
Q3 		$145K Hold
3,948
– – 0.03% 190
2021
Q2 		$135K Buy
+3,948
New +$133K 0.03% 203

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

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

Evermay Wealth Management reduced its Amphenol (APH) stake by 5.2% in Q1 2026, selling an estimated $67.7K and leaving 8,856 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #73.

Evermay Wealth Management first reported a position in APH in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.26M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Evermay Wealth Management held 8,856 shares of Amphenol worth $1.12M as of Q1 2026.
  • Evermay Wealth Management sold 481 Amphenol shares in Q1 2026, an estimated $67.7K.
  • Amphenol made up 0.12% of Evermay Wealth Management's portfolio in Q1 2026, its #73 holding.
  • Evermay Wealth Management first reported a position in Amphenol in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Amphenol position peaked at $1.26M in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

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