EWM
APH icon

Executive Wealth Management’s Amphenol APH Stock Holding History

Executive 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
2024
Q4 		$5.53M Buy
79,608
+31,261
+65% +$2.19M 0.43% 70
2024
Q3 		$3.15M Buy
+48,347
New +$3.13M 0.25% 85
2024
Q2 		– Sell
-58,696
Closed -$3.35M – 131
2024
Q1 		$3.35M Sell
58,696
-1,038
-2% -$54.4K 0.29% 81
2023
Q4 		$2.96M Buy
59,734
+5,024
+9% +$222K 0.28% 78
2023
Q3 		$2.3M Buy
54,710
+4,762
+10% +$205K 0.24% 84
2023
Q2 		$2.12M Buy
49,948
+17,136
+52% +$666K 0.22% 86
2023
Q1 		$1.34M Buy
32,812
+1,474
+5% +$58.2K 0.15% 102
2022
Q4 		$1.19M Buy
31,338
+29,232
+1,388% +$1.11M 0.15% 107
2022
Q3 		$1.05K Sell
2,106
-30,236
-93% -$1.1M 0.15% 101
2022
Q2 		$1.04M Sell
32,342
-8,270
-20% -$288K 0.14% 100
2022
Q1 		$1.53M Buy
40,612
+774
+2% +$30K 0.17% 98
2021
Q4 		$1.74M Buy
39,838
+1,716
+5% +$69.5K 0.17% 102
2021
Q3 		$1.4M Buy
38,122
+870
+2% +$31.9K 0.15% 102
2021
Q2 		$1.27M Buy
37,252
+3,662
+11% +$124K 0.14% 110
2021
Q1 		$1.11M Buy
33,590
+11,426
+52% +$371K 0.13% 109
2020
Q4 		$724K Buy
22,164
+2,316
+12% +$71.2K 0.09% 109
2020
Q3 		$537K Buy
19,848
+2,076
+12% +$54.7K 0.07% 111
2020
Q2 		$425K Buy
17,772
+3,316
+23% +$74K 0.06% 106
2020
Q1 		$263K Sell
14,456
-28,128
-66% -$671K 0.05% 106
2019
Q4 		$1.15M Buy
+42,584
New +$1.09M 0.16% 92
2019
Q3 		– Sell
-41,960
Closed -$1.01M – 172
2019
Q2 		$1.01M Buy
41,960
+41,352
+6,801% +$995K 0.14% 106
2019
Q1 		$14K Sell
608
-5,728
-90% -$128K ﹤0.01% 480
2018
Q4 		$128K Buy
+6,336
New +$136K 0.02% 175

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Executive Wealth Management's APH Position: Q4 2024 in Review

Executive Wealth Management increased its Amphenol (APH) stake by 65% in Q4 2024, buying an estimated $2.19M and bringing the position to 79,608 shares worth $5.53M. The position accounts for 0.43% of the portfolio, ranked #70.

Executive Wealth Management first reported a position in APH in Q4 2018 and has held it in 23 quarters since. 1,403 funds tracked by Wall St. Rank hold APH as of Q4 2024.

  • Executive Wealth Management held 79,608 shares of Amphenol worth $5.53M as of Q4 2024.
  • Executive Wealth Management bought 31,261 Amphenol shares in Q4 2024, an estimated $2.19M.
  • Amphenol made up 0.43% of Executive Wealth Management's portfolio in Q4 2024, its #70 holding.
  • Executive Wealth Management first reported a position in Amphenol in Q4 2018 and has held it in 23 quarters since.
  • 1,403 funds tracked by Wall St. Rank held Amphenol as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.