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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
Q1 		$13.8M Sell
109,142
-14,724
-12% -$2.07M 1.52% 22
2025
Q4 		$16.7M Sell
123,866
-2,218
-2% -$297K 1.68% 21
2025
Q3 		$15.6M Sell
126,084
-1,261
-1% -$138K 1.55% 23
2025
Q2 		$12.6M Buy
127,345
+6,982
+6% +$571K 1.3% 23
2025
Q1 		$7.89M Buy
+120,363
New +$8.21M 0.86% 26

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ironvine Capital Partners's APH Position: Q1 2026 in Review

Ironvine Capital Partners reduced its Amphenol (APH) stake by 12% in Q1 2026, selling an estimated $2.07M and leaving 109,142 shares worth $13.8M. The position accounts for 1.52% of the portfolio, ranked #22.

Ironvine Capital Partners first reported a position in APH in Q1 2025 and has held it in 5 quarters since. The position peaked at $16.7M in Q4 2025. 2,116 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Ironvine Capital Partners held 109,142 shares of Amphenol worth $13.8M as of Q1 2026.
  • Ironvine Capital Partners sold 14,724 Amphenol shares in Q1 2026, an estimated $2.07M.
  • Amphenol made up 1.52% of Ironvine Capital Partners's portfolio in Q1 2026, its #22 holding.
  • Ironvine Capital Partners first reported a position in Amphenol in Q1 2025 and has held it in 5 quarters since.
  • Ironvine Capital Partners's Amphenol position peaked at $16.7M in Q4 2025.
  • 2,116 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Ironvine Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.