Jacobson & Schmitt Advisors’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $42.4M | Buy |
481,058
+1,020
| +0.2% | +$73.5K | 6.93% | 1 |
|
|
2026
Q1 | $30.3M | Sell |
480,038
-13,736
| -3% | -$967K | 5.5% | 2 |
|
|
2025
Q4 | $33.4M | Sell |
493,774
-2,826
| -0.6% | -$189K | 5.62% | 2 |
|
|
2025
Q3 | $30.7M | Sell |
496,600
-48,162
| -9% | -$2.64M | 5.27% | 2 |
|
|
2025
Q2 | $26.9M | Buy |
544,762
+15,736
| +3% | +$643K | 4.77% | 3 |
|
|
2025
Q1 | $17.3M | Buy |
529,026
+7,662
| +1% | +$261K | 3.55% | 7 |
|
|
2024
Q4 | $18.1M | Sell |
521,364
-34,522
| -6% | -$1.21M | 3.5% | 4 |
|
|
2024
Q3 | $18.1M | Buy |
555,886
+10,938
| +2% | +$355K | 3.72% | 5 |
|
|
2024
Q2 | $18.4M | Buy |
544,948
+4,124
| +0.8% | +$130K | 4.17% | 4 |
|
|
2024
Q1 | $15.6M | Sell |
540,824
-32,928
| -6% | -$863K | 3.69% | 7 |
|
|
2023
Q4 | $14.2M | Sell |
573,752
-136,840
| -19% | -$3.02M | 3.6% | 7 |
|
|
2023
Q3 | $14.9M | Sell |
710,592
-2,564
| -0.4% | -$55.1K | 4.24% | 5 |
|
|
2023
Q2 | $15.1M | Sell |
713,156
-56,044
| -7% | -$1.09M | 4.3% | 5 |
|
|
2023
Q1 | $15.7M | Sell |
769,200
-6,252
| -0.8% | -$123K | 4.51% | 3 |
|
|
2022
Q4 | $13M | Hold |
775,452
| – | – | 4.15% | 9 |
|
|
2022
Q3 | $13M | Buy |
775,452
+7,020
| +0.9% | +$127K | 4.15% | 9 |
|
|
2022
Q2 | $12.4M | Buy |
768,432
+10,888
| +1% | +$189K | 3.85% | 9 |
|
|
2022
Q1 | $14.3M | Buy |
757,544
+19,788
| +3% | +$383K | 3.71% | 11 |
|
|
2021
Q4 | $16.1M | Buy |
737,756
+6,368
| +0.9% | +$129K | 3.91% | 10 |
|
|
2021
Q3 | $13.4M | Sell |
731,388
-5,568
| -0.8% | -$102K | 3.69% | 9 |
|
|
2021
Q2 | $12.6M | Sell |
736,956
-14,880
| -2% | -$251K | 3.57% | 12 |
|
|
2021
Q1 | $12.4M | Sell |
751,836
-129,004
| -15% | -$2.1M | 4.01% | 10 |
|
|
2020
Q4 | $14.4M | Sell |
880,840
-12,296
| -1% | -$189K | 4.89% | 6 |
|
|
2020
Q3 | $12.1M | Sell |
893,136
-5,920
| -0.7% | -$78K | 4.6% | 7 |
|
|
2020
Q2 | $10.8M | Buy |
899,056
+257,112
| +40% | +$2.87M | 4.63% | 7 |
|
|
2020
Q1 | $5.85M | Buy |
641,944
+55,168
| +9% | +$658K | 3.31% | 14 |
|
|
2019
Q4 | $7.94M | Buy |
586,776
+28,176
| +5% | +$360K | 3.95% | 8 |
|
|
2019
Q3 | $6.74M | Buy |
558,600
+35,976
| +7% | +$415K | 3.76% | 11 |
|
|
2019
Q2 | $6.27M | Buy |
522,624
+20,432
| +4% | +$246K | 3.63% | 14 |
|
|
2019
Q1 | $5.93M | Buy |
502,192
+11,808
| +2% | +$132K | 3.69% | 14 |
|
|
2018
Q4 | $4.97M | Buy |
490,384
+12,504
| +3% | +$134K | 3.58% | 12 |
|
|
2018
Q3 | $5.62M | Sell |
477,880
-6,496
| -1% | -$75.5K | 3.51% | 11 |
|
|
2018
Q2 | $5.28M | Buy |
484,376
+1,512
| +0.3% | +$16.5K | 3.49% | 11 |
|
|
2018
Q1 | $5.2M | Sell |
482,864
-2,632
| -0.5% | -$29.6K | 3.52% | 11 |
|
|
2017
Q4 | $5.33M | Sell |
485,496
-8,128
| -2% | -$89.4K | 3.6% | 11 |
|
|
2017
Q3 | $5.22M | Sell |
493,624
-17,120
| -3% | -$168K | 3.48% | 10 |
|
|
2017
Q2 | $4.71M | Buy |
510,744
+7,840
| +2% | +$71.6K | 3.19% | 13 |
|
|
2017
Q1 | $4.47M | Buy |
502,904
+5,552
| +1% | +$48K | 3.11% | 13 |
|
|
2016
Q4 | $4.18M | Sell |
497,352
-14,440
| -3% | -$120K | 3.28% | 13 |
|
|
2016
Q3 | $4.15M | Buy |
511,792
+8,224
| +2% | +$62.5K | 3.32% | 12 |
|
|
2016
Q2 | $3.61M | Sell |
503,568
-8,848
| -2% | -$63.6K | 3.06% | 19 |
|
|
2016
Q1 | $3.7M | Buy |
512,416
+3,560
| +0.7% | +$23.1K | 3.25% | 13 |
|
|
2015
Q4 | $3.32M | Buy |
508,856
+10,960
| +2% | +$73.2K | 3.01% | 14 |
|
|
2015
Q3 | $3.17M | Sell |
497,896
-2,576
| -0.5% | -$17.3K | 3.13% | 12 |
|
|
2015
Q2 | $3.63M | Sell |
500,472
-6,256
| -1% | -$44.9K | 3.34% | 13 |
|
|
2015
Q1 | $3.73M | Sell |
506,728
-4,192
| -0.8% | -$29.3K | 3.6% | 13 |
|
|
2014
Q4 | $3.44M | Buy |
+510,920
| New | +$3.27M | 3.36% | 18 |
|
Other funds holding APH
Jacobson & Schmitt Advisors's APH Position: Q2 2026 in Review
Jacobson & Schmitt Advisors increased its Amphenol (APH) stake by 0.21% in Q2 2026, buying an estimated $73.5K and bringing the position to 481,058 shares worth $42.4M. The position accounts for 6.93% of the portfolio, ranked #1.
Jacobson & Schmitt Advisors first reported a position in APH in Q4 2014 and has held it in 47 quarters since. 2,334 funds tracked by Wall St. Rank hold APH as of Q2 2026.
- Jacobson & Schmitt Advisors held 481,058 shares of Amphenol worth $42.4M as of Q2 2026.
- Jacobson & Schmitt Advisors bought 1,020 Amphenol shares in Q2 2026, an estimated $73.5K.
- Amphenol made up 6.93% of Jacobson & Schmitt Advisors's portfolio in Q2 2026, its #1 holding.
- Jacobson & Schmitt Advisors first reported a position in Amphenol in Q4 2014 and has held it in 47 quarters since.
- 2,334 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.
Based on Jacobson & Schmitt Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.