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LaFleur & Godfrey’s Amphenol APH Stock Holding History

LaFleur & Godfrey’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 		$13.1M Sell
149,084
-9,160
-6% -$660K 1.56% 23
2026
Q1 		$10M Sell
158,244
-1,662
-1% -$117K 1.24% 29
2025
Q4 		$10.8M Sell
159,906
-12,568
-7% -$841K 1.31% 26
2025
Q3 		$10.7M Sell
172,474
-15,326
-8% -$841K 1.29% 28
2025
Q2 		$9.27M Buy
187,800
+55,104
+42% +$2.25M 1.16% 31
2025
Q1 		$4.35M Buy
132,696
+19,094
+17% +$651K 0.59% 49
2024
Q4 		$3.94M Buy
113,602
+1,650
+1% +$57.8K 0.54% 51
2024
Q3 		$3.65M Sell
111,952
-2,610
-2% -$84.6K 0.5% 54
2024
Q2 		$3.86M Sell
114,562
-3,534
-3% -$111K 0.57% 50
2024
Q1 		$3.41M Buy
118,096
+2,400
+2% +$62.9K 0.5% 55
2023
Q4 		$2.87M Buy
115,696
+18,876
+19% +$417K 0.43% 61
2023
Q3 		$2.03M Buy
96,820
+4,320
+5% +$92.9K 0.33% 66
2023
Q2 		$1.96M Buy
+92,500
New +$1.8M 0.29% 67

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

LaFleur & Godfrey's APH Position: Q2 2026 in Review

LaFleur & Godfrey reduced its Amphenol (APH) stake by 5.8% in Q2 2026, selling an estimated $660K and leaving 149,084 shares worth $13.1M. The position accounts for 1.56% of the portfolio, ranked #23.

LaFleur & Godfrey first reported a position in APH in Q2 2023 and has held it in 13 quarters since. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • LaFleur & Godfrey held 149,084 shares of Amphenol worth $13.1M as of Q2 2026.
  • LaFleur & Godfrey sold 9,160 Amphenol shares in Q2 2026, an estimated $660K.
  • Amphenol made up 1.56% of LaFleur & Godfrey's portfolio in Q2 2026, its #23 holding.
  • LaFleur & Godfrey first reported a position in Amphenol in Q2 2023 and has held it in 13 quarters since.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on LaFleur & Godfrey's 13F filing for Q2 2026, filed 15 Jul 2026.