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Larry Mathis Financial Planning’s Amphenol APH Stock Holding History

Larry Mathis Financial Planning’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 		$258K Sell
1,466
-156
-10% -$22.5K 0.2% 119
2026
Q1 		$205K Sell
1,622
-728
-31% -$102K 0.18% 149
2025
Q4 		$318K Buy
+2,350
New +$314K 0.28% 104

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

Larry Mathis Financial Planning's APH Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Amphenol (APH) stake by 9.6% in Q2 2026, selling an estimated $22.5K and leaving 1,466 shares worth $258K. The position accounts for 0.2% of the portfolio, ranked #119.

Larry Mathis Financial Planning first reported a position in APH in Q4 2025 and has held it in 3 quarters since. The position peaked at $318K in Q4 2025. 2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Larry Mathis Financial Planning held 1,466 shares of Amphenol worth $258K as of Q2 2026.
  • Larry Mathis Financial Planning sold 156 Amphenol shares in Q2 2026, an estimated $22.5K.
  • Amphenol made up 0.2% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #119 holding.
  • Larry Mathis Financial Planning first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Amphenol position peaked at $318K in Q4 2025.
  • 2,313 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.