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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
74,542
-4,580
-6% -$660K 1.56% 23
2026
Q1 		$10M Sell
79,122
-831
-1% -$117K 1.24% 29
2025
Q4 		$10.8M Sell
79,953
-6,284
-7% -$841K 1.31% 26
2025
Q3 		$10.7M Sell
86,237
-7,663
-8% -$841K 1.29% 28
2025
Q2 		$9.27M Buy
93,900
+27,552
+42% +$2.25M 1.16% 31
2025
Q1 		$4.35M Buy
66,348
+9,547
+17% +$651K 0.59% 49
2024
Q4 		$3.94M Buy
56,801
+825
+1% +$57.8K 0.54% 51
2024
Q3 		$3.65M Sell
55,976
-1,305
-2% -$84.6K 0.5% 54
2024
Q2 		$3.86M Sell
57,281
-1,767
-3% -$111K 0.57% 50
2024
Q1 		$3.41M Buy
59,048
+1,200
+2% +$62.9K 0.5% 55
2023
Q4 		$2.87M Buy
57,848
+9,438
+19% +$417K 0.43% 61
2023
Q3 		$2.03M Buy
48,410
+2,160
+5% +$92.9K 0.33% 66
2023
Q2 		$1.96M Buy
+46,250
New +$1.8M 0.29% 67

Other funds holding APH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 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 74,542 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. 406 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • LaFleur & Godfrey held 74,542 shares of Amphenol worth $13.1M as of Q2 2026.
  • LaFleur & Godfrey sold 4,580 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.
  • 406 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.