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	4,636 +1,153	+33%	+$166K	0.29%	80
2026 Q1	$440K	Sell	3,483 -6	-0.2%	-$845	0.18%	126
2025 Q4	$471K	Sell	3,489 -105	-3%	-$14K	0.19%	114
2025 Q3	$445K	Sell	3,594 -7	-0.2%	-$768	0.18%	120
2025 Q2	$356K	Buy	3,601 +410	+13%	+$33.5K	0.17%	129
2025 Q1	$209K	Buy	+3,191	New	+$218K	0.17%	120

Other funds holding APH

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LPPI

Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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 4,636 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. 964 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Lewis Asset Management held 4,636 shares of Amphenol worth $817K as of Q2 2026.
Lewis Asset Management bought 1,153 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.
964 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.