J. Stern & Co’s Amphenol APH Stock Holding History

J. Stern & Co’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	$86.9M	Sell	492,974 -6,428	-1%	-$927K	8.21%	3
2026 Q1	$63.1M	Sell	499,402 -76,270,389	-99%	-$10.7B	6.12%	4
2025 Q4	$76.8M	Buy	76,769,791 +75,964,718	+9,436%	+$10.2B	6.54%	4
2025 Q3	$99.6M	Sell	805,073 -66,736	-8%	-$7.32M	7.54%	2
2025 Q2	$78.2M	Buy	871,809 +26,690	+3%	+$2.18M	6.68%	4
2025 Q1	$55.4M	Buy	845,119 +71,421	+9%	+$4.87M	5.31%	8
2024 Q4	$53.7M	Buy	773,698 +24,446	+3%	+$1.71M	5.06%	9
2024 Q3	$48.8M	Buy	749,252 +35,339	+5%	+$2.29M	5.2%	7
2024 Q2	$48.1M	Sell	713,913 -73,465	-9%	-$4.64M	5.73%	7
2024 Q1	$45.4M	Buy	787,378 +151,356	+24%	+$7.93M	5.74%	8
2023 Q4	$32.2M	Buy	+636,022	New	+$28.1M	5.86%	8

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

J. Stern & Co's APH Position: Q2 2026 in Review

J. Stern & Co reduced its Amphenol (APH) stake by 1.3% in Q2 2026, selling an estimated $927K and leaving 492,974 shares worth $86.9M. The position accounts for 8.21% of the portfolio, ranked #3.

J. Stern & Co first reported a position in APH in Q4 2023 and has held it in 11 quarters since. The position peaked at $99.6M in Q3 2025. 2,321 funds tracked by Wall St. Rank hold APH as of Q2 2026.

J. Stern & Co held 492,974 shares of Amphenol worth $86.9M as of Q2 2026.
J. Stern & Co sold 6,428 Amphenol shares in Q2 2026, an estimated $927K.
Amphenol made up 8.21% of J. Stern & Co's portfolio in Q2 2026, its #3 holding.
J. Stern & Co first reported a position in Amphenol in Q4 2023 and has held it in 11 quarters since.
J. Stern & Co's Amphenol position peaked at $99.6M in Q3 2025.
2,321 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on J. Stern & Co's 13F filing for Q2 2026, filed 14 Aug 2026.