Jefferies Financial Group’s Amphenol APH Stock Holding History

Jefferies Financial Group’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	$67.1M	Buy	531,298 +296,672	+126%	+$41.8M	0.46%	27
2025 Q4	$31.7M	Buy	234,626 +199,920	+576%	+$26.7M	0.16%	119
2025 Q3	$4.29M	Buy	+34,706	New	+$3.81M	0.02%	409
2025 Q2	–	Sell	-71,800	Closed	-$4.71M	–	1278
2025 Q1	$4.71M	Buy	71,800 +53,864	+300%	+$3.67M	0.04%	307
2024 Q4	$1.25M	Buy	17,936 +2,260	+14%	+$158K	0.01%	810
2024 Q3	$1.02M	Buy	+15,676	New	+$1.02M	0.01%	778
2024 Q1	–	Sell	-6,800	Closed	-$337K	–	1594
2023 Q4	$337K	Sell	6,800 -113,914	-94%	-$5.03M	﹤0.01%	1337
2023 Q3	$5.07M	Sell	120,714 -35,752	-23%	-$1.54M	0.05%	335
2023 Q2	$6.65M	Buy	156,466 +13,866	+10%	+$539K	0.06%	286
2023 Q1	$5.83M	Buy	142,600 +124,130	+672%	+$4.9M	0.05%	323
2022 Q4	$703K	Buy	+18,470	New	+$699K	﹤0.01%	958

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jefferies Financial Group's APH Position: Q1 2026 in Review

Jefferies Financial Group increased its Amphenol (APH) stake by 126% in Q1 2026, buying an estimated $41.8M and bringing the position to 531,298 shares worth $67.1M. The position accounts for 0.46% of the portfolio, ranked #27.

Jefferies Financial Group first reported a position in APH in Q4 2022 and has held it in 11 quarters since. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Jefferies Financial Group held 531,298 shares of Amphenol worth $67.1M as of Q1 2026.
Jefferies Financial Group bought 296,672 Amphenol shares in Q1 2026, an estimated $41.8M.
Amphenol made up 0.46% of Jefferies Financial Group's portfolio in Q1 2026, its #27 holding.
Jefferies Financial Group first reported a position in Amphenol in Q4 2022 and has held it in 11 quarters since.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.