First Long Island Investors’s Amphenol APH Stock Holding History

First Long Island Investors’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 Q2	$78.5M	Buy	890,386 +168,852	+23%	+$12.2M	5.57%	1
2026 Q1	$45.6M	Buy	721,534 +208,728	+41%	+$14.7M	3.7%	6
2025 Q4	$34.7M	Buy	512,806 +9,156	+2%	+$612K	2.54%	15
2025 Q3	$31.2M	Sell	503,650 -2,032	-0.4%	-$111K	2.32%	16
2025 Q2	$25M	Buy	505,682 +3,762	+0.7%	+$154K	1.96%	18
2025 Q1	$16.5M	Buy	501,920 +490,028	+4,121%	+$16.7M	1.36%	30
2024 Q4	$413K	Hold	11,892	–	–	0.03%	54
2024 Q3	$387K	Buy	+11,892	New	+$385K	0.03%	58
2023 Q2	–	Sell	-12,064	Closed	-$246K	–	60
2023 Q1	$246K	Hold	12,064	–	–	0.03%	53
2022 Q4	$230K	Hold	12,064	–	–	0.02%	54
2022 Q3	$202K	Buy	+12,064	New	+$219K	0.02%	57
2022 Q2	–	Sell	-12,064	Closed	-$227K	–	57
2022 Q1	$227K	Hold	12,064	–	–	0.02%	58
2021 Q4	$264K	Buy	+12,064	New	+$244K	0.02%	59
2020 Q2	–	Sell	-438,400	Closed	-$3.99M	–	59
2020 Q1	$3.99M	Sell	438,400 -1,360	-0.3%	-$16.2K	0.54%	47
2019 Q4	$5.95M	Buy	439,760 +1,360	+0.3%	+$17.4K	0.67%	50
2019 Q3	$5.29M	Hold	438,400	–	–	0.65%	51
2019 Q2	$5.26M	Buy	438,400 +71,200	+19%	+$857K	0.65%	51
2019 Q1	$4.33M	Hold	367,200	–	–	0.56%	52
2018 Q4	$3.72M	Hold	367,200	–	–	0.55%	51
2018 Q3	$4.32M	Hold	367,200	–	–	0.56%	52
2018 Q2	$4M	Hold	367,200	–	–	0.57%	53
2018 Q1	$3.95M	Sell	367,200 -800	-0.2%	-$9.01K	0.55%	55
2017 Q4	$4.04M	Hold	368,000	–	–	0.55%	51
2017 Q3	$3.89M	Sell	368,000 -112,000	-23%	-$1.1M	0.56%	52
2017 Q2	$4.43M	Hold	480,000	–	–	0.69%	54
2017 Q1	$4.27M	Sell	480,000 -246,400	-34%	-$2.13M	0.71%	51
2016 Q4	$6.1M	Hold	726,400	–	–	1.06%	45
2016 Q3	$5.89M	Hold	726,400	–	–	1.07%	46
2016 Q2	$5.21M	Sell	726,400 -49,600	-6%	-$357K	0.97%	47
2016 Q1	$5.61M	Sell	776,000 -49,152	-6%	-$319K	1.07%	48
2015 Q4	$5.39M	Buy	825,152 +1,152	+0.1%	+$7.7K	1.02%	49
2015 Q3	$5.25M	Hold	824,000	–	–	1.09%	46
2015 Q2	$5.97M	Hold	824,000	–	–	1.16%	46
2015 Q1	$6.07M	Sell	824,000 -1,624	-0.2%	-$11.4K	1.19%	46
2014 Q4	$5.55M	Buy	825,624 +38,424	+5%	+$246K	1.1%	49
2014 Q3	$4.91M	Buy	787,200 +1,040	+0.1%	+$6.52K	1.07%	48
2014 Q2	$4.73M	Hold	786,160	–	–	1.11%	46
2014 Q1	$4.5M	Sell	786,160 -4,192	-0.5%	-$23.3K	1.11%	46
2013 Q4	$4.41M	Buy	790,352 +2,592	+0.3%	+$13.4K	1.11%	43
2013 Q3	$3.81M	Buy	787,760 +13,360	+2%	+$65.2K	1.07%	42
2013 Q2	$3.77M	Buy	+774,400	New	+$3.71M	1.19%	42

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Long Island Investors's APH Position: Q2 2026 in Review

First Long Island Investors increased its Amphenol (APH) stake by 23% in Q2 2026, buying an estimated $12.2M and bringing the position to 890,386 shares worth $78.5M. The position accounts for 5.57% of the portfolio, ranked #1.

First Long Island Investors first reported a position in APH in Q2 2013 and has held it in 41 quarters since. 2,335 funds tracked by Wall St. Rank hold APH as of Q2 2026.

First Long Island Investors held 890,386 shares of Amphenol worth $78.5M as of Q2 2026.
First Long Island Investors bought 168,852 Amphenol shares in Q2 2026, an estimated $12.2M.
Amphenol made up 5.57% of First Long Island Investors's portfolio in Q2 2026, its #1 holding.
First Long Island Investors first reported a position in Amphenol in Q2 2013 and has held it in 41 quarters since.
2,335 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on First Long Island Investors's 13F filing for Q2 2026, filed 13 Aug 2026.