LWM
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Lodestone Wealth Management’s Amphenol APH Stock Holding History

Lodestone Wealth 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 		$82.3K Buy
467
+45
+11% +$6.49K 0.03% 256
2026
Q1 		$53.3K Sell
422
-25
-6% -$3.52K 0.02% 287
2025
Q4 		$60.4K Buy
+447
New +$59.8K 0.02% 272

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lodestone Wealth Management's APH Position: Q2 2026 in Review

Lodestone Wealth Management increased its Amphenol (APH) stake by 11% in Q2 2026, buying an estimated $6.49K and bringing the position to 467 shares worth $82.3K. The position accounts for 0.03% of the portfolio, ranked #256.

Lodestone Wealth Management first reported a position in APH in Q4 2025 and has held it in 3 quarters since. 2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Lodestone Wealth Management held 467 shares of Amphenol worth $82.3K as of Q2 2026.
  • Lodestone Wealth Management bought 45 Amphenol shares in Q2 2026, an estimated $6.49K.
  • Amphenol made up 0.03% of Lodestone Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Lodestone Wealth Management first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • 2,313 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.