IFWM
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Institute for Wealth Management’s Amphenol APH Stock Holding History

Institute for Wealth 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 		$1.24M Buy
14,108
+708
+5% +$51K 0.11% 173
2026
Q1 		$847K Sell
13,400
-416
-3% -$29.3K 0.09% 226
2025
Q4 		$934K Sell
13,816
-1,380
-9% -$92.3K 0.1% 206
2025
Q3 		$940K Sell
15,196
-1,220
-7% -$66.9K 0.1% 209
2025
Q2 		$811K Buy
16,416
+1,122
+7% +$45.9K 0.09% 234
2025
Q1 		$502K Buy
15,294
+4,664
+44% +$159K 0.06% 289
2024
Q4 		$369K Hold
10,630
– – 0.05% 358
2024
Q3 		$346K Sell
10,630
-76
-0.7% -$2.46K 0.04% 379
2024
Q2 		$361K Buy
10,706
+2
+0% +$63 0.05% 352
2024
Q1 		$309K Hold
10,704
– – 0.04% 383
2023
Q4 		$265K Hold
10,704
– – 0.04% 396
2023
Q3 		$225K Hold
10,704
– – 0.04% 409
2023
Q2 		$227K Sell
10,704
-160
-1% -$3.11K 0.04% 419
2023
Q1 		$222K Sell
10,864
-3,136
-22% -$61.9K 0.04% 410
2022
Q4 		$267K Sell
14,000
-496
-3% -$9.38K 0.06% 370
2022
Q3 		$243K Sell
14,496
-4
-0% -$73 0.05% 379
2022
Q2 		$233K Hold
14,500
– – 0.05% 458
2022
Q1 		$273K Hold
14,500
– – 0.04% 450
2021
Q4 		$317K Hold
14,500
– – 0.05% 365
2021
Q3 		$265K Hold
14,500
– – 0.05% 406
2021
Q2 		$248K Sell
14,500
-1,540
-10% -$26K 0.04% 421
2021
Q1 		$265K Sell
16,040
-432
-3% -$7.02K 0.05% 383
2020
Q4 		$269K Sell
16,472
-1,496
-8% -$23K 0.05% 370
2020
Q3 		$243K Hold
17,968
– – 0.06% 359
2020
Q2 		$215K Buy
+17,968
New +$201K 0.05% 388
2020
Q1 		– Sell
-18,216
Closed -$246K – 409
2019
Q4 		$246K Buy
+18,216
New +$232K 0.06% 383

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Institute for Wealth Management's APH Position: Q2 2026 in Review

Institute for Wealth Management increased its Amphenol (APH) stake by 5.3% in Q2 2026, buying an estimated $51K and bringing the position to 14,108 shares worth $1.24M. The position accounts for 0.11% of the portfolio, ranked #173.

Institute for Wealth Management first reported a position in APH in Q4 2019 and has held it in 26 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Institute for Wealth Management held 14,108 shares of Amphenol worth $1.24M as of Q2 2026.
  • Institute for Wealth Management bought 708 Amphenol shares in Q2 2026, an estimated $51K.
  • Amphenol made up 0.11% of Institute for Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Institute for Wealth Management first reported a position in Amphenol in Q4 2019 and has held it in 26 quarters since.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.