EWM
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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
159,216
+62,522
+65% +$2.19M 0.43% 70
2024
Q3 		$3.15M Buy
+96,694
New +$3.13M 0.25% 85
2024
Q2 		– Sell
-117,392
Closed -$3.35M – 131
2024
Q1 		$3.35M Sell
117,392
-2,076
-2% -$54.4K 0.29% 81
2023
Q4 		$2.96M Buy
119,468
+10,048
+9% +$222K 0.28% 78
2023
Q3 		$2.3M Buy
109,420
+9,524
+10% +$205K 0.24% 84
2023
Q2 		$2.12M Buy
99,896
+34,272
+52% +$666K 0.22% 86
2023
Q1 		$1.34M Buy
65,624
+2,948
+5% +$58.2K 0.15% 102
2022
Q4 		$1.19M Buy
62,676
+58,464
+1,388% +$1.11M 0.15% 107
2022
Q3 		$1.05M Sell
4,212
-60,472
-93% -$1.1M 0.15% 101
2022
Q2 		$1.04M Sell
64,684
-16,540
-20% -$288K 0.14% 100
2022
Q1 		$1.53M Buy
81,224
+1,548
+2% +$30K 0.17% 98
2021
Q4 		$1.74M Buy
79,676
+3,432
+5% +$69.5K 0.17% 102
2021
Q3 		$1.4M Buy
76,244
+1,740
+2% +$31.9K 0.15% 102
2021
Q2 		$1.27M Buy
74,504
+7,324
+11% +$124K 0.14% 110
2021
Q1 		$1.11M Buy
67,180
+22,852
+52% +$371K 0.13% 109
2020
Q4 		$724K Buy
44,328
+4,632
+12% +$71.2K 0.09% 109
2020
Q3 		$537K Buy
39,696
+4,152
+12% +$54.7K 0.07% 111
2020
Q2 		$425K Buy
35,544
+6,632
+23% +$74K 0.06% 106
2020
Q1 		$263K Sell
28,912
-56,256
-66% -$670K 0.05% 106
2019
Q4 		$1.15M Buy
+85,168
New +$1.09M 0.16% 92
2019
Q3 		– Sell
-83,920
Closed -$1.01M – 172
2019
Q2 		$1.01M Buy
83,920
+82,704
+6,801% +$995K 0.14% 106
2019
Q1 		$14K Sell
1,216
-11,456
-90% -$128K ﹤0.01% 480
2018
Q4 		$128K Buy
+12,672
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 159,216 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. 1,405 funds tracked by Wall St. Rank hold APH as of Q4 2024.

  • Executive Wealth Management held 159,216 shares of Amphenol worth $5.53M as of Q4 2024.
  • Executive Wealth Management bought 62,522 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.
  • 1,405 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.