Evermay Wealth Management
APH icon

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
Q3 		$1.39M Sell
16,448
-926
-5% -$74.6K 0.14% 61
2026
Q2 		$1.53M Sell
17,374
-338
-2% -$24.4K 0.16% 61
2026
Q1 		$1.12M Sell
17,712
-962
-5% -$67.7K 0.12% 73
2025
Q4 		$1.26M Sell
18,674
-238
-1% -$15.9K 0.14% 70
2025
Q3 		$1.17M Sell
18,912
-54
-0.3% -$2.96K 0.13% 76
2025
Q2 		$937K Buy
18,966
+564
+3% +$23.1K 0.12% 89
2025
Q1 		$604K Buy
18,402
+34
+0.2% +$1.16K 0.08% 113
2024
Q4 		$639K Buy
18,368
+4,320
+31% +$151K 0.1% 112
2024
Q3 		$458K Buy
14,048
+724
+5% +$23.5K 0.07% 131
2024
Q2 		$449K Sell
13,324
-600
-4% -$18.9K 0.07% 131
2024
Q1 		$402K Sell
13,924
-412
-3% -$10.8K 0.06% 146
2023
Q4 		$356K Buy
14,336
+224
+2% +$4.95K 0.07% 132
2023
Q3 		$297K Buy
14,112
+1,464
+12% +$31.5K 0.06% 128
2023
Q2 		$269K Sell
12,648
-512
-4% -$9.9K 0.05% 148
2023
Q1 		$269K Buy
13,160
+1,400
+12% +$27.6K 0.05% 145
2022
Q4 		$224K Buy
11,760
+2,012
+21% +$38.1K 0.05% 158
2022
Q3 		$164K Buy
9,748
+1,212
+14% +$22K 0.03% 178
2022
Q2 		$138K Hold
8,536
– – 0.03% 190
2022
Q1 		$161K Buy
8,536
+640
+8% +$12.4K 0.03% 208
2021
Q4 		$173K Hold
7,896
– – 0.03% 183
2021
Q3 		$145K Hold
7,896
– – 0.03% 190
2021
Q2 		$135K Buy
+7,896
New +$133K 0.03% 203

Other funds holding APH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Evermay Wealth Management's APH Position: Q3 2026 in Review

Evermay Wealth Management reduced its Amphenol (APH) stake by 5.3% in Q3 2026, selling an estimated $74.6K and leaving 16,448 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #61.

Evermay Wealth Management first reported a position in APH in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.53M in Q2 2026. 2,032 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Evermay Wealth Management held 16,448 shares of Amphenol worth $1.39M as of Q3 2026.
  • Evermay Wealth Management sold 926 Amphenol shares in Q3 2026, an estimated $74.6K.
  • Amphenol made up 0.14% of Evermay Wealth Management's portfolio in Q3 2026, its #61 holding.
  • Evermay Wealth Management first reported a position in Amphenol in Q2 2021 and has held it in 22 quarters since.
  • Evermay Wealth Management's Amphenol position peaked at $1.53M in Q2 2026.
  • 2,032 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.