JSA
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Jacobson & Schmitt Advisors’s Amphenol APH Stock Holding History

Jacobson & Schmitt Advisors’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 		$42.4M Buy
240,529
+510
+0.2% +$73.5K 6.93% 1
2026
Q1 		$30.3M Sell
240,019
-6,868
-3% -$967K 5.5% 2
2025
Q4 		$33.4M Sell
246,887
-1,413
-0.6% -$189K 5.62% 2
2025
Q3 		$30.7M Sell
248,300
-24,081
-9% -$2.64M 5.27% 2
2025
Q2 		$26.9M Buy
272,381
+7,868
+3% +$643K 4.77% 3
2025
Q1 		$17.3M Buy
264,513
+3,831
+1% +$261K 3.55% 7
2024
Q4 		$18.1M Sell
260,682
-17,261
-6% -$1.21M 3.5% 4
2024
Q3 		$18.1M Buy
277,943
+5,469
+2% +$355K 3.72% 5
2024
Q2 		$18.4M Buy
272,474
+2,062
+0.8% +$130K 4.17% 4
2024
Q1 		$15.6M Sell
270,412
-16,464
-6% -$863K 3.69% 7
2023
Q4 		$14.2M Sell
286,876
-68,420
-19% -$3.02M 3.6% 7
2023
Q3 		$14.9M Sell
355,296
-1,282
-0.4% -$55.1K 4.24% 5
2023
Q2 		$15.1M Sell
356,578
-28,022
-7% -$1.09M 4.3% 5
2023
Q1 		$15.7M Sell
384,600
-3,126
-0.8% -$123K 4.51% 3
2022
Q4 		$13M Hold
387,726
– – 4.15% 9
2022
Q3 		$13M Buy
387,726
+3,510
+0.9% +$127K 4.15% 9
2022
Q2 		$12.4M Buy
384,216
+5,444
+1% +$189K 3.85% 9
2022
Q1 		$14.3M Buy
378,772
+9,894
+3% +$383K 3.71% 11
2021
Q4 		$16.1M Buy
368,878
+3,184
+0.9% +$129K 3.91% 10
2021
Q3 		$13.4M Sell
365,694
-2,784
-0.8% -$102K 3.69% 9
2021
Q2 		$12.6M Sell
368,478
-7,440
-2% -$251K 3.57% 12
2021
Q1 		$12.4M Sell
375,918
-64,502
-15% -$2.1M 4.01% 10
2020
Q4 		$14.4M Sell
440,420
-6,148
-1% -$189K 4.89% 6
2020
Q3 		$12.1M Sell
446,568
-2,960
-0.7% -$78K 4.6% 7
2020
Q2 		$10.8M Buy
449,528
+128,556
+40% +$2.87M 4.63% 7
2020
Q1 		$5.85M Buy
320,972
+27,584
+9% +$658K 3.31% 14
2019
Q4 		$7.94M Buy
293,388
+14,088
+5% +$360K 3.95% 8
2019
Q3 		$6.74M Buy
279,300
+17,988
+7% +$415K 3.76% 11
2019
Q2 		$6.27M Buy
261,312
+10,216
+4% +$246K 3.63% 14
2019
Q1 		$5.93M Buy
251,096
+5,904
+2% +$132K 3.69% 14
2018
Q4 		$4.97M Buy
245,192
+6,252
+3% +$134K 3.58% 12
2018
Q3 		$5.62M Sell
238,940
-3,248
-1% -$75.5K 3.51% 11
2018
Q2 		$5.28M Buy
242,188
+756
+0.3% +$16.5K 3.49% 11
2018
Q1 		$5.2M Sell
241,432
-1,316
-0.5% -$29.6K 3.52% 11
2017
Q4 		$5.33M Sell
242,748
-4,064
-2% -$89.4K 3.6% 11
2017
Q3 		$5.22M Sell
246,812
-8,560
-3% -$168K 3.48% 10
2017
Q2 		$4.71M Buy
255,372
+3,920
+2% +$71.6K 3.19% 13
2017
Q1 		$4.47M Buy
251,452
+2,776
+1% +$48K 3.11% 13
2016
Q4 		$4.18M Sell
248,676
-7,220
-3% -$120K 3.28% 13
2016
Q3 		$4.15M Buy
255,896
+4,112
+2% +$62.5K 3.32% 12
2016
Q2 		$3.61M Sell
251,784
-4,424
-2% -$63.6K 3.06% 19
2016
Q1 		$3.7M Buy
256,208
+1,780
+0.7% +$23.1K 3.25% 13
2015
Q4 		$3.32M Buy
254,428
+5,480
+2% +$73.2K 3.01% 14
2015
Q3 		$3.17M Sell
248,948
-1,288
-0.5% -$17.3K 3.13% 12
2015
Q2 		$3.63M Sell
250,236
-3,128
-1% -$44.9K 3.34% 13
2015
Q1 		$3.73M Sell
253,364
-2,096
-0.8% -$29.3K 3.6% 13
2014
Q4 		$3.44M Buy
+255,460
New +$3.27M 3.36% 18

Other funds holding APH

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 240,529 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. 892 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Jacobson & Schmitt Advisors held 240,529 shares of Amphenol worth $42.4M as of Q2 2026.
  • Jacobson & Schmitt Advisors bought 510 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.
  • 892 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.