LJCM
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Lee Johnson Capital Management’s Amphenol APH Stock Holding History

Lee Johnson Capital 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
Q1 		– Sell
-44,400
Closed -$6M – 84
2025
Q4 		$6M Sell
44,400
-403
-0.9% -$53.9K 2.06% 12
2025
Q3 		$5.54M Buy
+44,803
New +$4.92M 1.84% 16

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lee Johnson Capital Management's APH Position: Q1 2026 in Review

Lee Johnson Capital Management sold out of Amphenol (APH) in Q1 2026, closing a stake of 44,400 shares — an estimated $6M sold.

Lee Johnson Capital Management first reported a position in APH in Q3 2025 and held it in 2 quarters. The position peaked at $6M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Lee Johnson Capital Management reported no remaining Amphenol position as of Q1 2026 after selling out during the quarter.
  • Lee Johnson Capital Management sold 44,400 Amphenol shares in Q1 2026, an estimated $6M.
  • Lee Johnson Capital Management first reported a position in Amphenol in Q3 2025 and held it in 2 quarters.
  • Lee Johnson Capital Management's Amphenol position peaked at $6M in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Lee Johnson Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.