Forum Financial Management’s Amphenol APH Stock Holding History

Forum Financial 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
2026 Q1	–	Sell	-7,655	Closed	-$1.03M	–	377
2025 Q4	$1.03M	Buy	7,655 +191	+3%	+$25.5K	0.01%	246
2025 Q3	$924K	Buy	7,464 +1	+0%	+$110	0.01%	257
2025 Q2	$737K	Buy	7,463 +782	+12%	+$64K	0.01%	288
2025 Q1	$438K	Buy	+6,681	New	+$456K	0.01%	427
2024 Q4	–	Sell	-6,319	Closed	-$412K	–	914
2024 Q3	$412K	Buy	6,319 +18	+0.3%	+$1.17K	0.01%	390
2024 Q2	$424K	Buy	6,301 +3	+0%	+$189	0.01%	354
2024 Q1	$363K	Hold	6,298	–	–	0.01%	429
2023 Q4	$312K	Hold	6,298	–	–	0.01%	436
2023 Q3	$264K	Hold	6,298	–	–	0.01%	467
2023 Q2	$268K	Sell	6,298 -6	-0.1%	-$233	0.01%	478
2023 Q1	$258K	Buy	6,304 +6	+0.1%	+$237	0.01%	454
2022 Q4	$240K	Hold	6,298	–	–	0.01%	477
2022 Q3	$211K	Hold	6,298	–	–	0.01%	480
2022 Q2	$203K	Sell	6,298 -1,030	-14%	-$35.8K	0.01%	522
2022 Q1	$276K	Sell	7,328 -96	-1%	-$3.72K	0.01%	430
2021 Q4	$325K	Buy	+7,424	New	+$301K	0.02%	378

Other funds holding APH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments

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

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors

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

Geode Capital Management

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

Capital Research Global Investors

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

T. Rowe Price Associates

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