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L.J. Altfest & Co’s Amphenol APH Stock Holding History

L.J. Altfest & Co’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 		$272K Buy
+1,541
New +$222K 0.03% 277
2025
Q4 		– Sell
-4,314
Closed -$534K – 332
2025
Q3 		$534K Sell
4,314
-4,991
-54% -$548K 0.06% 221
2025
Q2 		$919K Buy
9,305
+728
+8% +$59.5K 0.11% 129
2025
Q1 		$563K Buy
+8,577
New +$585K 0.07% 194

Other funds holding APH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

L.J. Altfest & Co's APH Position: Q2 2026 in Review

L.J. Altfest & Co opened a new position in Amphenol (APH) in Q2 2026: 1,541 shares worth $272K. The stake represents 0.03% of the portfolio and ranks #277 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in APH as recently as Q3 2025.

L.J. Altfest & Co first reported a position in APH in Q1 2025 and has held it in 4 quarters since. The position peaked at $919K in Q2 2025. 1,296 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • L.J. Altfest & Co held 1,541 shares of Amphenol worth $272K as of Q2 2026.
  • Amphenol was a new L.J. Altfest & Co position in Q2 2026.
  • Amphenol made up 0.03% of L.J. Altfest & Co's portfolio in Q2 2026, its #277 holding.
  • L.J. Altfest & Co first reported a position in Amphenol in Q1 2025 and has held it in 4 quarters since.
  • L.J. Altfest & Co's Amphenol position peaked at $919K in Q2 2025.
  • 1,296 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.