Lewis Asset Management’s Amphenol APH Stock Holding History

Lewis 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	$817K	Buy	9,272 +2,306	+33%	+$166K	0.29%	80
2026 Q1	$440K	Sell	6,966 -12	-0.2%	-$845	0.18%	126
2025 Q4	$471K	Sell	6,978 -210	-3%	-$14K	0.19%	114
2025 Q3	$445K	Sell	7,188 -14	-0.2%	-$768	0.18%	120
2025 Q2	$356K	Buy	7,202 +820	+13%	+$33.5K	0.17%	129
2025 Q1	$209K	Buy	+6,382	New	+$218K	0.17%	120

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

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

Lewis Asset Management increased its Amphenol (APH) stake by 33% in Q2 2026, buying an estimated $166K and bringing the position to 9,272 shares worth $817K. The position accounts for 0.29% of the portfolio, ranked #80.

Lewis Asset Management first reported a position in APH in Q1 2025 and has held it in 6 quarters since. 2,330 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Lewis Asset Management held 9,272 shares of Amphenol worth $817K as of Q2 2026.
Lewis Asset Management bought 2,306 Amphenol shares in Q2 2026, an estimated $166K.
Amphenol made up 0.29% of Lewis Asset Management's portfolio in Q2 2026, its #80 holding.
Lewis Asset Management first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
2,330 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.