Fulcrum Equity Management’s Amphenol APH Stock Holding History

Fulcrum Equity 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 Q2	$676K	Sell	3,834 -772	-17%	-$111K	0.5%	48
2026 Q1	$582K	Buy	4,606 +469	+11%	+$66K	0.56%	47
2025 Q4	$559K	Buy	4,137 +1,385	+50%	+$185K	0.54%	46
2025 Q3	$341K	Sell	2,752 -119	-4%	-$13.1K	0.34%	66
2025 Q2	$284K	Buy	+2,871	New	+$235K	0.29%	76
2019 Q4	–	Sell	-184	Closed	-$4K	–	100
2019 Q3	$4K	Buy	+184	New	+$4.24K	﹤0.01%	161

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

Fulcrum Equity Management's APH Position: Q2 2026 in Review

Fulcrum Equity Management reduced its Amphenol (APH) stake by 17% in Q2 2026, selling an estimated $111K and leaving 3,834 shares worth $676K. The position accounts for 0.5% of the portfolio, ranked #48.

Fulcrum Equity Management first reported a position in APH in Q3 2019 and has held it in 6 quarters since. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Fulcrum Equity Management held 3,834 shares of Amphenol worth $676K as of Q2 2026.
Fulcrum Equity Management sold 772 Amphenol shares in Q2 2026, an estimated $111K.
Amphenol made up 0.5% of Fulcrum Equity Management's portfolio in Q2 2026, its #48 holding.
Fulcrum Equity Management first reported a position in Amphenol in Q3 2019 and has held it in 6 quarters since.
2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.