Grandfield & Dodd’s Amphenol APH Stock Holding History

Grandfield & Dodd’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	$285K	Sell	2,256 -600	-21%	-$84.5K	0.02%	185
2025 Q4	$386K	Sell	2,856 -400	-12%	-$53.5K	0.02%	158
2025 Q3	$403K	Hold	3,256	–	–	0.02%	153
2025 Q2	$322K	Hold	3,256	–	–	0.02%	172
2025 Q1	$214K	Hold	3,256	–	–	0.01%	196
2024 Q4	$226K	Hold	3,256	–	–	0.01%	195
2024 Q3	$212K	Hold	3,256	–	–	0.01%	203
2024 Q2	$219K	Sell	3,256 -600	-16%	-$37.9K	0.01%	197
2024 Q1	$222K	Buy	+3,856	New	+$202K	0.01%	196

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

Grandfield & Dodd's APH Position: Q1 2026 in Review

Grandfield & Dodd reduced its Amphenol (APH) stake by 21% in Q1 2026, selling an estimated $84.5K and leaving 2,256 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #185.

Grandfield & Dodd first reported a position in APH in Q1 2024 and has held it in 9 quarters since. The position peaked at $403K in Q3 2025. 2,115 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Grandfield & Dodd held 2,256 shares of Amphenol worth $285K as of Q1 2026.
Grandfield & Dodd sold 600 Amphenol shares in Q1 2026, an estimated $84.5K.
Amphenol made up 0.02% of Grandfield & Dodd's portfolio in Q1 2026, its #185 holding.
Grandfield & Dodd first reported a position in Amphenol in Q1 2024 and has held it in 9 quarters since.
Grandfield & Dodd's Amphenol position peaked at $403K in Q3 2025.
2,115 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.