IBEX Wealth Advisors’s Amphenol APH Stock Holding History

IBEX Wealth Advisors’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	$7.76M	Buy	+61,414	New	+$8.64M	0.72%	45
2025 Q4	–	Sell	-1,870	Closed	-$231K	–	129
2025 Q3	$231K	Buy	+1,870	New	+$205K	0.02%	192
2025 Q1	–	Sell	-4,855	Closed	-$337K	–	130
2024 Q4	$337K	Buy	+4,855	New	+$340K	0.04%	164
2024 Q3	–	Sell	-4,380	Closed	-$295K	–	85
2024 Q2	$295K	Buy	+4,380	New	+$276K	0.05%	108
2022 Q1	–	Sell	-5,974	Closed	-$261K	–	175
2021 Q4	$261K	Hold	5,974	–	–	0.05%	157
2021 Q3	$219K	Hold	5,974	–	–	0.04%	167
2021 Q2	$204K	Buy	+5,974	New	+$202K	0.04%	170
2019 Q3	–	Sell	-1,944	Closed	-$46K	–	107
2019 Q2	$46K	Buy	+1,944	New	+$46.8K	0.01%	232

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

IBEX Wealth Advisors's APH Position: Q1 2026 in Review

IBEX Wealth Advisors opened a new position in Amphenol (APH) in Q1 2026: 61,414 shares worth $7.76M. The stake represents 0.72% of the portfolio and ranks #45 among its holdings. This is a return to the name: IBEX Wealth Advisors previously reported a position in APH as recently as Q3 2025.

IBEX Wealth Advisors first reported a position in APH in Q2 2019 and has held it in 8 quarters since. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

IBEX Wealth Advisors held 61,414 shares of Amphenol worth $7.76M as of Q1 2026.
Amphenol was a new IBEX Wealth Advisors position in Q1 2026.
Amphenol made up 0.72% of IBEX Wealth Advisors's portfolio in Q1 2026, its #45 holding.
IBEX Wealth Advisors first reported a position in Amphenol in Q2 2019 and has held it in 8 quarters since.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.