KCM
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Kanawha Capital Management’s Amphenol APH Stock Holding History

Kanawha 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 		$30.5M Buy
346,064
+630
+0.2% +$45.4K 1.99% 14
2026
Q1 		$21.8M Buy
345,434
+8,462
+3% +$596K 1.54% 21
2025
Q4 		$22.8M Sell
336,972
-4,670
-1% -$312K 1.57% 18
2025
Q3 		$21.1M Buy
341,642
+752
+0.2% +$41.3K 1.46% 20
2025
Q2 		$16.8M Buy
340,890
+6,556
+2% +$268K 1.25% 25
2025
Q1 		$11M Buy
334,334
+30,600
+10% +$1.04M 0.85% 37
2024
Q4 		$10.5M Buy
303,734
+12,962
+4% +$454K 0.83% 40
2024
Q3 		$9.47M Buy
290,772
+4,380
+2% +$142K 0.69% 49
2024
Q2 		$9.65M Buy
286,392
+272
+0.1% +$8.58K 0.76% 43
2024
Q1 		$8.25M Buy
286,120
+13,608
+5% +$357K 0.66% 49
2023
Q4 		$6.75M Buy
272,512
+20,000
+8% +$442K 0.62% 48
2023
Q3 		$5.3M Buy
252,512
+10,032
+4% +$216K 0.51% 57
2023
Q2 		$5.15M Buy
242,480
+26,240
+12% +$510K 0.47% 58
2023
Q1 		$4.42M Buy
216,240
+10,240
+5% +$202K 0.42% 63
2022
Q4 		$3.92M Buy
206,000
+15,460
+8% +$293K 0.39% 66
2022
Q3 		$3.19M Buy
190,540
+166,800
+703% +$3.03M 0.35% 68
2022
Q2 		$382K Buy
23,740
+8,380
+55% +$146K 0.04% 153
2022
Q1 		$289K Buy
+15,360
New +$297K 0.03% 180

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 $3.37T AUM 44.26% 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

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

Kanawha Capital Management increased its Amphenol (APH) stake by 0.18% in Q2 2026, buying an estimated $45.4K and bringing the position to 346,064 shares worth $30.5M. The position accounts for 1.99% of the portfolio, ranked #14.

Kanawha Capital Management first reported a position in APH in Q1 2022 and has held it in 18 quarters since. 2,330 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Kanawha Capital Management held 346,064 shares of Amphenol worth $30.5M as of Q2 2026.
  • Kanawha Capital Management bought 630 Amphenol shares in Q2 2026, an estimated $45.4K.
  • Amphenol made up 1.99% of Kanawha Capital Management's portfolio in Q2 2026, its #14 holding.
  • Kanawha Capital Management first reported a position in Amphenol in Q1 2022 and has held it in 18 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Kanawha Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.