Lincoln Capital’s Amphenol APH Stock Holding History

Lincoln Capital’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	$2.62M	Sell	14,884 -2,311	-13%	-$333K	0.47%	40
2026 Q1	$2.17M	Hold	17,195	–	–	0.41%	41
2025 Q4	$2.32M	Sell	17,195 -5,935	-26%	-$794K	0.42%	40
2025 Q3	$2.83M	Sell	23,130 -680	-3%	-$74.6K	0.53%	35
2025 Q2	$2.35M	Hold	23,810	–	–	0.45%	40
2025 Q1	$1.57M	Hold	23,810	–	–	0.33%	47
2024 Q4	$1.65M	Sell	23,810 -200	-0.8%	-$14K	0.35%	42
2024 Q3	$1.56M	Hold	24,010	–	–	0.33%	42
2024 Q2	$1.62M	Sell	24,010 -100	-0.4%	-$6.31K	0.36%	41
2024 Q1	$1.39M	Sell	24,110 -372	-2%	-$19.5K	0.31%	43
2023 Q4	$1.21M	Hold	24,482	–	–	0.3%	45
2023 Q3	$1.03M	Hold	24,482	–	–	0.27%	46
2023 Q2	$1.04M	Hold	24,482	–	–	0.27%	48
2023 Q1	$1M	Buy	24,482 +482	+2%	+$19K	0.28%	47
2022 Q4	$914K	Hold	24,000	–	–	0.26%	51
2022 Q3	$804K	Hold	24,000	–	–	0.25%	54
2022 Q2	$773K	Hold	24,000	–	–	0.22%	58
2022 Q1	$904K	Hold	24,000	–	–	0.21%	56
2021 Q4	$1.05M	Hold	24,000	–	–	0.26%	47
2021 Q3	$879K	Hold	24,000	–	–	0.24%	49
2021 Q2	$821K	Hold	24,000	–	–	0.23%	50
2021 Q1	$792K	Hold	24,000	–	–	0.25%	46
2020 Q4	$785K	Hold	24,000	–	–	0.26%	45
2020 Q3	$650K	Hold	24,000	–	–	0.24%	48
2020 Q2	$575K	Hold	24,000	–	–	0.24%	48
2020 Q1	$437K	Hold	24,000	–	–	0.22%	49
2019 Q4	$649K	Hold	24,000	–	–	0.27%	41
2019 Q3	$579K	Hold	24,000	–	–	0.26%	44
2019 Q2	$576K	Hold	24,000	–	–	0.26%	40
2019 Q1	$567K	Hold	24,000	–	–	0.27%	38
2018 Q4	$486K	Hold	24,000	–	–	0.27%	41
2018 Q3	$564K	Hold	24,000	–	–	0.28%	38
2018 Q2	$536K	Hold	24,000	–	–	0.29%	37
2018 Q1	$517K	Hold	24,000	–	–	0.28%	39
2017 Q4	$527K	Hold	24,000	–	–	0.29%	38
2017 Q3	$508K	Hold	24,000	–	–	0.31%	38
2017 Q2	$443K	Hold	24,000	–	–	0.28%	39
2017 Q1	$428K	Hold	24,000	–	–	0.29%	39
2016 Q4	$403K	Hold	24,000	–	–	0.29%	38
2016 Q3	$390K	Hold	24,000	–	–	0.29%	38
2016 Q2	$344K	Hold	24,000	–	–	0.26%	39
2016 Q1	$347K	Hold	24,000	–	–	0.26%	41
2015 Q4	$313K	Hold	24,000	–	–	0.25%	41
2015 Q3	$306K	Hold	24,000	–	–	0.25%	40
2015 Q2	$348K	Hold	24,000	–	–	0.29%	36
2015 Q1	$354K	Hold	24,000	–	–	0.3%	37
2014 Q4	$323K	Buy	+24,000	New	+$307K	0.28%	37

Other funds holding APH

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Lincoln Capital's APH Position: Q2 2026 in Review

Lincoln Capital reduced its Amphenol (APH) stake by 13% in Q2 2026, selling an estimated $333K and leaving 14,884 shares worth $2.62M. The position accounts for 0.47% of the portfolio, ranked #40.

Lincoln Capital first reported a position in APH in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.83M in Q3 2025. 1,207 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Lincoln Capital held 14,884 shares of Amphenol worth $2.62M as of Q2 2026.
Lincoln Capital sold 2,311 Amphenol shares in Q2 2026, an estimated $333K.
Amphenol made up 0.47% of Lincoln Capital's portfolio in Q2 2026, its #40 holding.
Lincoln Capital first reported a position in Amphenol in Q4 2014 and has held it in 47 quarters since.
Lincoln Capital's Amphenol position peaked at $2.83M in Q3 2025.
1,207 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.