KP Management’s Amphenol APH Stock Holding History

KP 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 Q1	$9.16M	Buy	72,500 +10,000	+16%	+$1.41M	2.24%	12
2025 Q4	$8.45M	Hold	62,500	–	–	2.33%	10
2025 Q3	$7.73M	Buy	62,500 +35,000	+127%	+$3.84M	2.45%	11
2025 Q2	$2.72M	Sell	27,500 -17,500	-39%	-$1.43M	1%	41
2025 Q1	$2.95M	Hold	45,000	–	–	1.02%	42
2024 Q4	$3.13M	Hold	45,000	–	–	0.98%	40
2024 Q3	$2.93M	Buy	45,000 +5,000	+13%	+$324K	0.95%	47
2024 Q2	$2.69M	Hold	40,000	–	–	0.94%	45
2024 Q1	$2.31M	Hold	40,000	–	–	0.89%	48
2023 Q4	$1.98M	Buy	+40,000	New	+$1.77M	0.85%	53

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

KP Management's APH Position: Q1 2026 in Review

KP Management increased its Amphenol (APH) stake by 16% in Q1 2026, buying an estimated $1.41M and bringing the position to 72,500 shares worth $9.16M. The position accounts for 2.24% of the portfolio, ranked #12.

KP Management first reported a position in APH in Q4 2023 and has held it in 10 quarters since. 2,116 funds tracked by Wall St. Rank hold APH as of Q1 2026.

KP Management held 72,500 shares of Amphenol worth $9.16M as of Q1 2026.
KP Management bought 10,000 Amphenol shares in Q1 2026, an estimated $1.41M.
Amphenol made up 2.24% of KP Management's portfolio in Q1 2026, its #12 holding.
KP Management first reported a position in Amphenol in Q4 2023 and has held it in 10 quarters since.
2,116 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on KP Management's 13F filing for Q1 2026, filed 15 May 2026.