Forbes Financial Planning
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Forbes Financial Planning’s Amphenol APH Stock Holding History

Forbes Financial Planning’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 		$447K Sell
5,300
-100
-2% -$8.06K 0.25% 30
2026
Q2 		$476K Buy
5,400
+800
+17% +$57.7K 0.26% 29
2026
Q1 		$303K Buy
4,600
+1,200
+35% +$84.5K 0.18% 32
2025
Q4 		$230K Buy
+3,400
New +$227K 0.13% 34

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

Forbes Financial Planning's APH Position: Q3 2026 in Review

Forbes Financial Planning reduced its Amphenol (APH) stake by 1.9% in Q3 2026, selling an estimated $8.06K and leaving 5,300 shares worth $447K. The position accounts for 0.25% of the portfolio, ranked #30.

Forbes Financial Planning first reported a position in APH in Q4 2025 and has held it in 4 quarters since. The position peaked at $476K in Q2 2026. 2,054 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Forbes Financial Planning held 5,300 shares of Amphenol worth $447K as of Q3 2026.
  • Forbes Financial Planning sold 100 Amphenol shares in Q3 2026, an estimated $8.06K.
  • Amphenol made up 0.25% of Forbes Financial Planning's portfolio in Q3 2026, its #30 holding.
  • Forbes Financial Planning first reported a position in Amphenol in Q4 2025 and has held it in 4 quarters since.
  • Forbes Financial Planning's Amphenol position peaked at $476K in Q2 2026.
  • 2,054 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Forbes Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.