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	-15,310	Closed	-$1.03M	–	377
2025 Q4	$1.03M	Buy	15,310 +382	+3%	+$25.5K	0.01%	246
2025 Q3	$924K	Buy	14,928 +2	+0%	+$110	0.01%	257
2025 Q2	$737K	Buy	14,926 +1,564	+12%	+$64K	0.01%	288
2025 Q1	$438K	Buy	+13,362	New	+$456K	0.01%	427
2024 Q4	–	Sell	-12,638	Closed	-$412K	–	914
2024 Q3	$412K	Buy	12,638 +36	+0.3%	+$1.17K	0.01%	390
2024 Q2	$424K	Buy	12,602 +6	+0%	+$189	0.01%	354
2024 Q1	$363K	Hold	12,596	–	–	0.01%	429
2023 Q4	$312K	Hold	12,596	–	–	0.01%	436
2023 Q3	$264K	Hold	12,596	–	–	0.01%	467
2023 Q2	$268K	Sell	12,596 -12	-0.1%	-$233	0.01%	478
2023 Q1	$258K	Buy	12,608 +12	+0.1%	+$237	0.01%	454
2022 Q4	$240K	Hold	12,596	–	–	0.01%	477
2022 Q3	$211K	Hold	12,596	–	–	0.01%	480
2022 Q2	$203K	Sell	12,596 -2,060	-14%	-$35.8K	0.01%	522
2022 Q1	$276K	Sell	14,656 -192	-1%	-$3.72K	0.01%	430
2021 Q4	$325K	Buy	+14,848	New	+$301K	0.02%	378

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 $3.38T AUM 44.17% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

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

Forum Financial Management's APH Position: Q1 2026 in Review

Forum Financial Management sold out of Amphenol (APH) in Q1 2026, closing a stake of 15,310 shares — an estimated $1.03M sold.

Forum Financial Management first reported a position in APH in Q4 2021 and held it in 16 quarters. The position peaked at $1.03M in Q4 2025. 2,134 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Forum Financial Management reported no remaining Amphenol position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 15,310 Amphenol shares in Q1 2026, an estimated $1.03M.
Forum Financial Management first reported a position in Amphenol in Q4 2021 and held it in 16 quarters.
Forum Financial Management's Amphenol position peaked at $1.03M in Q4 2025.
2,134 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.