Longbow Finance’s Amphenol APH Stock Holding History

Longbow Finance’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	–	Sell	-68,360	Closed	-$4.32M	–	60
2026 Q1	$4.32M	Sell	68,360 -50,442	-42%	-$3.55M	0.78%	48
2025 Q4	$8.03M	Hold	118,802	–	–	1.36%	23
2025 Q3	$7.35M	Sell	118,802 -95,916	-45%	-$5.26M	0.73%	54
2025 Q2	$10.6M	Sell	214,718 -34,396	-14%	-$1.41M	1.13%	25
2025 Q1	$8.17M	Buy	249,114 +51,028	+26%	+$1.74M	0.98%	32
2024 Q4	$6.88M	Buy	198,086 +9,382	+5%	+$328K	0.75%	45
2024 Q3	$6.15M	Hold	188,704	–	–	0.66%	41
2024 Q2	$6.36M	Sell	188,704 -9,512	-5%	-$300K	0.66%	35
2024 Q1	$5.72M	Sell	198,216 -236,652	-54%	-$6.2M	0.58%	47
2023 Q4	$10.8M	Buy	434,868 +237,000	+120%	+$5.23M	1.09%	33
2023 Q3	$4.15M	Buy	+197,868	New	+$4.26M	0.5%	56

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

Longbow Finance's APH Position: Q2 2026 in Review

Longbow Finance sold out of Amphenol (APH) in Q2 2026, closing a stake of 68,360 shares — an estimated $4.32M sold.

Longbow Finance first reported a position in APH in Q3 2023 and held it in 11 quarters. The position peaked at $10.8M in Q4 2023. 2,331 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Longbow Finance reported no remaining Amphenol position as of Q2 2026 after selling out during the quarter.
Longbow Finance sold 68,360 Amphenol shares in Q2 2026, an estimated $4.32M.
Longbow Finance first reported a position in Amphenol in Q3 2023 and held it in 11 quarters.
Longbow Finance's Amphenol position peaked at $10.8M in Q4 2023.
2,331 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Longbow Finance's 13F filing for Q2 2026, filed 29 Jul 2026.