JCM
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Junto Capital Management’s Amphenol APH Stock Holding History

Junto 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
2025
Q1 		– Sell
-225,061
Closed -$15.6M – 84
2024
Q4 		$15.6M Sell
225,061
-301,554
-57% -$21.1M 0.3% 75
2024
Q3 		$34.3M Sell
526,615
-882,001
-63% -$57.2M 0.76% 55
2024
Q2 		$94.9M Buy
+1,408,616
New +$88.9M 1.94% 13

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Junto Capital Management's APH Position: Q1 2025 in Review

Junto Capital Management sold out of Amphenol (APH) in Q1 2025, closing a stake of 225,061 shares — an estimated $15.6M sold.

Junto Capital Management first reported a position in APH in Q2 2024 and held it in 3 quarters. The position peaked at $94.9M in Q2 2024. 1,427 funds tracked by Wall St. Rank hold APH as of Q1 2025.

  • Junto Capital Management reported no remaining Amphenol position as of Q1 2025 after selling out during the quarter.
  • Junto Capital Management sold 225,061 Amphenol shares in Q1 2025, an estimated $15.6M.
  • Junto Capital Management first reported a position in Amphenol in Q2 2024 and held it in 3 quarters.
  • Junto Capital Management's Amphenol position peaked at $94.9M in Q2 2024.
  • 1,427 funds tracked by Wall St. Rank held Amphenol as of Q1 2025.

Based on Junto Capital Management's 13F filing for Q1 2025, filed 15 May 2025.