LECAP Asset Management’s Amphenol APH Stock Holding History

LECAP Asset Management’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	$2.07M	Sell	11,723 -3,376	-22%	-$487K	0.89%	19
2026 Q1	$1.91M	Buy	+15,099	New	+$2.13M	0.72%	29
2025 Q4	–	Sell	-13,287	Closed	-$1.64M	–	285
2025 Q3	$1.64M	Buy	13,287 +8,392	+171%	+$921K	0.57%	50
2025 Q2	$483K	Buy	+4,895	New	+$400K	0.17%	209
2024 Q4	–	Sell	-6,483	Closed	-$422K	–	288
2024 Q3	$422K	Sell	6,483 -20,014	-76%	-$1.3M	0.09%	272
2024 Q2	$1.79M	Buy	+26,497	New	+$1.67M	0.39%	96

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

LECAP Asset Management's APH Position: Q2 2026 in Review

LECAP Asset Management reduced its Amphenol (APH) stake by 22% in Q2 2026, selling an estimated $487K and leaving 11,723 shares worth $2.07M. The position accounts for 0.89% of the portfolio, ranked #19.

LECAP Asset Management first reported a position in APH in Q2 2024 and has held it in 6 quarters since. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

LECAP Asset Management held 11,723 shares of Amphenol worth $2.07M as of Q2 2026.
LECAP Asset Management sold 3,376 Amphenol shares in Q2 2026, an estimated $487K.
Amphenol made up 0.89% of LECAP Asset Management's portfolio in Q2 2026, its #19 holding.
LECAP Asset Management first reported a position in Amphenol in Q2 2024 and has held it in 6 quarters since.
2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.