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Ironvine Capital Partners’s Amphenol APH Stock Holding History

Ironvine Capital Partners’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 		$16.1M Sell
182,956
-35,328
-16% -$2.55M 1.5% 23
2026
Q1 		$13.8M Sell
218,284
-29,448
-12% -$2.07M 1.52% 22
2025
Q4 		$16.7M Sell
247,732
-4,436
-2% -$297K 1.68% 21
2025
Q3 		$15.6M Sell
252,168
-2,522
-1% -$138K 1.55% 23
2025
Q2 		$12.6M Buy
254,690
+13,964
+6% +$571K 1.3% 23
2025
Q1 		$7.89M Buy
+240,726
New +$8.21M 0.86% 26

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 $3.37T AUM 44.26% 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

Ironvine Capital Partners's APH Position: Q2 2026 in Review

Ironvine Capital Partners reduced its Amphenol (APH) stake by 16% in Q2 2026, selling an estimated $2.55M and leaving 182,956 shares worth $16.1M. The position accounts for 1.5% of the portfolio, ranked #23.

Ironvine Capital Partners first reported a position in APH in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.7M in Q4 2025. 2,334 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Ironvine Capital Partners held 182,956 shares of Amphenol worth $16.1M as of Q2 2026.
  • Ironvine Capital Partners sold 35,328 Amphenol shares in Q2 2026, an estimated $2.55M.
  • Amphenol made up 1.5% of Ironvine Capital Partners's portfolio in Q2 2026, its #23 holding.
  • Ironvine Capital Partners first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
  • Ironvine Capital Partners's Amphenol position peaked at $16.7M in Q4 2025.
  • 2,334 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Ironvine Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.