JCM
APH icon

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
Q2 		$991K Sell
11,246
-298
-3% -$21.5K 0.29% 35
2026
Q1 		$729K Sell
11,544
-2,390
-17% -$168K 0.25% 38
2025
Q4 		$942K Sell
13,934
-1,900
-12% -$127K 0.31% 31
2025
Q3 		$980K Sell
15,834
-1,694
-10% -$92.9K 0.33% 29
2025
Q2 		$865K Sell
17,528
-618
-3% -$25.3K 0.32% 33
2025
Q1 		$595K Sell
18,146
-72
-0.4% -$2.46K 0.26% 41
2024
Q4 		$633K Sell
18,218
-1,520
-8% -$53.2K 0.27% 35
2024
Q3 		$643K Sell
19,738
-2,208
-10% -$71.6K 0.27% 38
2024
Q2 		$739K Sell
21,946
-1,694
-7% -$53.4K 0.33% 34
2024
Q1 		$682K Sell
23,640
-812
-3% -$21.3K 0.32% 31
2023
Q4 		$606K Buy
24,452
+432
+2% +$9.54K 0.31% 32
2023
Q3 		$504K Sell
24,020
-3,140
-12% -$67.5K 0.27% 37
2023
Q2 		$577K Sell
27,160
-6,784
-20% -$132K 0.3% 34
2023
Q1 		$693K Sell
33,944
-40,912
-55% -$808K 0.37% 29
2022
Q4 		$1.43M Sell
74,856
-12,248
-14% -$232K 0.76% 28
2022
Q3 		$1.46M Buy
87,104
+16
+0% +$291 0.83% 26
2022
Q2 		$1.4M Sell
87,088
-3,628
-4% -$63.1K 0.75% 30
2022
Q1 		$1.71M Buy
90,716
+9,860
+12% +$191K 0.78% 30
2021
Q4 		$1.77M Sell
80,856
-120
-0.1% -$2.43K 0.84% 27
2021
Q3 		$1.48M Buy
80,976
+2,516
+3% +$46.2K 0.75% 30
2021
Q2 		$1.34M Buy
78,460
+1,948
+3% +$32.9K 0.68% 33
2021
Q1 		$1.26M Sell
76,512
-4,048
-5% -$65.7K 0.7% 28
2020
Q4 		$1.32M Hold
80,560
– – 0.78% 26
2020
Q3 		$1.09M Sell
80,560
-2,480
-3% -$32.7K 0.76% 29
2020
Q2 		$994K Buy
+83,040
New +$927K 0.76% 27
2019
Q4 		$838K Buy
61,944
+720
+1% +$9.19K 0.84% 29
2019
Q3 		$738K Hold
61,224
– – 0.71% 39
2019
Q2 		$734K Buy
+61,224
New +$737K 0.73% 36

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

Jacobsen Capital Management's APH Position: Q2 2026 in Review

Jacobsen Capital Management reduced its Amphenol (APH) stake by 2.6% in Q2 2026, selling an estimated $21.5K and leaving 11,246 shares worth $991K. The position accounts for 0.29% of the portfolio, ranked #35.

Jacobsen Capital Management first reported a position in APH in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.77M in Q4 2021. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Jacobsen Capital Management held 11,246 shares of Amphenol worth $991K as of Q2 2026.
  • Jacobsen Capital Management sold 298 Amphenol shares in Q2 2026, an estimated $21.5K.
  • Amphenol made up 0.29% of Jacobsen Capital Management's portfolio in Q2 2026, its #35 holding.
  • Jacobsen Capital Management first reported a position in Amphenol in Q2 2019 and has held it in 28 quarters since.
  • Jacobsen Capital Management's Amphenol position peaked at $1.77M in Q4 2021.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Jacobsen Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.