First National Advisers’s Amphenol APH Stock Holding History

First National Advisers’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	$3.73M	Sell	29,499 -5,691	-16%	-$801K	0.55%	45
2025 Q4	$4.76M	Sell	35,190 -7,025	-17%	-$940K	0.65%	30
2025 Q3	$5.22M	Sell	42,215 -11,610	-22%	-$1.27M	0.71%	31
2025 Q2	$5.31M	Sell	53,825 -14,087	-21%	-$1.15M	0.78%	24
2025 Q1	$4.45M	Buy	67,912 +12	+0%	+$819	0.71%	35
2024 Q4	$4.72M	Buy	67,900 +2,808	+4%	+$197K	0.76%	28
2024 Q3	$4.24M	Buy	65,092 +3,877	+6%	+$251K	0.68%	37
2024 Q2	$4.12M	Buy	61,215 +27,679	+83%	+$1.75M	0.75%	33
2024 Q1	$1.93M	Sell	33,536 -7,224	-18%	-$379K	0.43%	77
2023 Q4	$2.02M	Buy	40,760 +12,658	+45%	+$559K	0.58%	60
2023 Q3	$1.18M	Buy	28,102 +17,306	+160%	+$744K	0.53%	68
2023 Q2	$459K	Buy	+10,796	New	+$419K	0.42%	75

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

First National Advisers's APH Position: Q1 2026 in Review

First National Advisers reduced its Amphenol (APH) stake by 16% in Q1 2026, selling an estimated $801K and leaving 29,499 shares worth $3.73M. The position accounts for 0.55% of the portfolio, ranked #45.

First National Advisers first reported a position in APH in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.31M in Q2 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

First National Advisers held 29,499 shares of Amphenol worth $3.73M as of Q1 2026.
First National Advisers sold 5,691 Amphenol shares in Q1 2026, an estimated $801K.
Amphenol made up 0.55% of First National Advisers's portfolio in Q1 2026, its #45 holding.
First National Advisers first reported a position in Amphenol in Q2 2023 and has held it in 12 quarters since.
First National Advisers's Amphenol position peaked at $5.31M in Q2 2025.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on First National Advisers's 13F filing for Q1 2026, filed 8 May 2026.