Heritage Trust’s Amphenol APH Stock Holding History

Heritage Trust’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	$2.03M	Buy	16,062 +5,155	+47%	+$726K	0.2%	116
2025 Q4	$1.47M	Sell	10,907 -269	-2%	-$36K	0.15%	138
2025 Q3	$1.38M	Buy	11,176 +1,203	+12%	+$132K	0.15%	144
2025 Q2	$985K	Buy	+9,973	New	+$816K	0.11%	167
2024 Q2	$216K	Buy	+3,200	New	+$202K	0.03%	272
2019 Q1	–	Sell	-3,200	Closed	-$65K	–	192
2018 Q4	$65K	Hold	3,200	–	–	0.03%	191
2018 Q3	$75K	Hold	3,200	–	–	0.03%	186
2018 Q2	$70K	Hold	3,200	–	–	0.03%	181
2018 Q1	$69K	Hold	3,200	–	–	0.03%	174
2017 Q4	$70K	Hold	3,200	–	–	0.03%	168
2017 Q3	$68K	Hold	3,200	–	–	0.03%	171
2017 Q2	$59K	Hold	3,200	–	–	0.02%	172
2017 Q1	$57K	Buy	+3,200	New	+$55.4K	0.02%	177

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

Heritage Trust's APH Position: Q1 2026 in Review

Heritage Trust increased its Amphenol (APH) stake by 47% in Q1 2026, buying an estimated $726K and bringing the position to 16,062 shares worth $2.03M. The position accounts for 0.2% of the portfolio, ranked #116.

Heritage Trust first reported a position in APH in Q1 2017 and has held it in 13 quarters since. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Heritage Trust held 16,062 shares of Amphenol worth $2.03M as of Q1 2026.
Heritage Trust bought 5,155 Amphenol shares in Q1 2026, an estimated $726K.
Amphenol made up 0.2% of Heritage Trust's portfolio in Q1 2026, its #116 holding.
Heritage Trust first reported a position in Amphenol in Q1 2017 and has held it in 13 quarters since.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.