LBP AM’s Amphenol APH Stock Holding History

LBP AM’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	$869K	Sell	6,880 -17,478	-72%	-$2.46M	0.01%	342
2025 Q4	$3.29M	Sell	24,358 -4,838	-17%	-$647K	0.04%	270
2025 Q3	$3.61M	Sell	29,196 -845	-3%	-$92.7K	0.04%	248
2025 Q2	$2.97M	Buy	+30,041	New	+$2.46M	0.04%	245
2024 Q3	–	Sell	-13,948	Closed	-$940K	–	359
2024 Q2	$940K	Buy	+13,948	New	+$880K	0.04%	250
2024 Q1	–	Sell	-10,046	Closed	-$498K	–	323
2023 Q4	$498K	Sell	10,046 -11,326	-53%	-$500K	0.01%	379
2023 Q3	$898K	Buy	21,372 +9,612	+82%	+$413K	0.02%	374
2023 Q2	$500K	Hold	11,760	–	–	0.01%	388
2023 Q1	$481K	Sell	11,760 -1,776	-13%	-$70.1K	0.01%	428
2022 Q4	$515K	Buy	+13,536	New	+$512K	0.01%	421

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

LBP AM's APH Position: Q1 2026 in Review

LBP AM reduced its Amphenol (APH) stake by 72% in Q1 2026, selling an estimated $2.46M and leaving 6,880 shares worth $869K. The position accounts for 0.01% of the portfolio, ranked #342.

LBP AM first reported a position in APH in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.61M in Q3 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

LBP AM held 6,880 shares of Amphenol worth $869K as of Q1 2026.
LBP AM sold 17,478 Amphenol shares in Q1 2026, an estimated $2.46M.
Amphenol made up 0.01% of LBP AM's portfolio in Q1 2026, its #342 holding.
LBP AM first reported a position in Amphenol in Q4 2022 and has held it in 10 quarters since.
LBP AM's Amphenol position peaked at $3.61M in Q3 2025.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.