London Company of Virginia’s TE Connectivity TEL Stock Holding History

London Company of Virginia’s Portfolio TEL Stock Details TEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$311M	Sell	1,489,812 -107,442	-7%	-$23.7M	1.92%	16
2025 Q4	$363M	Sell	1,597,254 -48,012	-3%	-$11.1M	2.1%	9
2025 Q3	$361M	Sell	1,645,266 -28,791	-2%	-$5.77M	1.99%	13
2025 Q2	$282M	Sell	1,674,057 -28,236	-2%	-$4.29M	1.6%	22
2025 Q1	$241M	Sell	1,702,293 -3,003	-0.2%	-$444K	1.37%	25
2024 Q4	$244M	Buy	1,705,296 +341,369	+25%	+$50.9M	1.33%	27
2024 Q3	$206M	Buy	1,363,927 +559,229	+69%	+$83.7M	1.08%	41
2024 Q2	$121M	Buy	+804,698	New	+$118M	0.68%	58

Other funds holding TEL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

London Company of Virginia's TEL Position: Q1 2026 in Review

London Company of Virginia reduced its TE Connectivity (TEL) stake by 6.7% in Q1 2026, selling an estimated $23.7M and leaving 1,489,812 shares worth $311M. The position accounts for 1.92% of the portfolio, ranked #16.

London Company of Virginia first reported a position in TEL in Q2 2024 and has held it in 8 quarters since. The position peaked at $363M in Q4 2025. 1,277 funds tracked by Wall St. Rank hold TEL as of Q1 2026.

London Company of Virginia held 1,489,812 shares of TE Connectivity worth $311M as of Q1 2026.
London Company of Virginia sold 107,442 TE Connectivity shares in Q1 2026, an estimated $23.7M.
TE Connectivity made up 1.92% of London Company of Virginia's portfolio in Q1 2026, its #16 holding.
London Company of Virginia first reported a position in TE Connectivity in Q2 2024 and has held it in 8 quarters since.
London Company of Virginia's TE Connectivity position peaked at $363M in Q4 2025.
1,277 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2026.

Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.