JCM
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Jacobsen Capital Management’s Amphenol APH Stock Holding History

Jacobsen Capital 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
Q1 		$729K Sell
5,772
-1,195
-17% -$168K 0.25% 38
2025
Q4 		$942K Sell
6,967
-950
-12% -$127K 0.31% 31
2025
Q3 		$980K Sell
7,917
-847
-10% -$92.9K 0.33% 29
2025
Q2 		$865K Sell
8,764
-309
-3% -$25.3K 0.32% 33
2025
Q1 		$595K Sell
9,073
-36
-0.4% -$2.46K 0.26% 41
2024
Q4 		$633K Sell
9,109
-760
-8% -$53.2K 0.27% 35
2024
Q3 		$643K Sell
9,869
-1,104
-10% -$71.6K 0.27% 38
2024
Q2 		$739K Sell
10,973
-847
-7% -$53.4K 0.33% 34
2024
Q1 		$682K Sell
11,820
-406
-3% -$21.3K 0.32% 31
2023
Q4 		$606K Buy
12,226
+216
+2% +$9.54K 0.31% 32
2023
Q3 		$504K Sell
12,010
-1,570
-12% -$67.5K 0.27% 37
2023
Q2 		$577K Sell
13,580
-3,392
-20% -$132K 0.3% 34
2023
Q1 		$693K Sell
16,972
-20,456
-55% -$808K 0.37% 29
2022
Q4 		$1.43M Sell
37,428
-6,124
-14% -$232K 0.76% 28
2022
Q3 		$1.46M Buy
43,552
+8
+0% +$291 0.83% 26
2022
Q2 		$1.4M Sell
43,544
-1,814
-4% -$63.1K 0.75% 30
2022
Q1 		$1.71M Buy
45,358
+4,930
+12% +$191K 0.78% 30
2021
Q4 		$1.77M Sell
40,428
-60
-0.1% -$2.43K 0.84% 27
2021
Q3 		$1.48M Buy
40,488
+1,258
+3% +$46.2K 0.75% 30
2021
Q2 		$1.34M Buy
39,230
+974
+3% +$32.9K 0.68% 33
2021
Q1 		$1.26M Sell
38,256
-2,024
-5% -$65.7K 0.7% 28
2020
Q4 		$1.32M Hold
40,280
– – 0.78% 26
2020
Q3 		$1.09M Sell
40,280
-1,240
-3% -$32.7K 0.76% 29
2020
Q2 		$994K Buy
+41,520
New +$927K 0.76% 27
2019
Q4 		$838K Buy
30,972
+360
+1% +$9.19K 0.84% 29
2019
Q3 		$738K Hold
30,612
– – 0.71% 39
2019
Q2 		$734K Buy
+30,612
New +$737K 0.73% 36

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

Jacobsen Capital Management's APH Position: Q1 2026 in Review

Jacobsen Capital Management reduced its Amphenol (APH) stake by 17% in Q1 2026, selling an estimated $168K and leaving 5,772 shares worth $729K. The position accounts for 0.25% of the portfolio, ranked #38.

Jacobsen Capital Management first reported a position in APH in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.77M in Q4 2021. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Jacobsen Capital Management held 5,772 shares of Amphenol worth $729K as of Q1 2026.
  • Jacobsen Capital Management sold 1,195 Amphenol shares in Q1 2026, an estimated $168K.
  • Amphenol made up 0.25% of Jacobsen Capital Management's portfolio in Q1 2026, its #38 holding.
  • Jacobsen Capital Management first reported a position in Amphenol in Q2 2019 and has held it in 27 quarters since.
  • Jacobsen Capital Management's Amphenol position peaked at $1.77M in Q4 2021.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.