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 Q1	$4.32M	Sell	34,180 -25,221	-42%	-$3.55M	0.78%	48
2025 Q4	$8.03M	Hold	59,401	–	–	1.36%	23
2025 Q3	$7.35M	Sell	59,401 -47,958	-45%	-$5.26M	0.73%	54
2025 Q2	$10.6M	Sell	107,359 -17,198	-14%	-$1.41M	1.13%	25
2025 Q1	$8.17M	Buy	124,557 +25,514	+26%	+$1.74M	0.98%	32
2024 Q4	$6.88M	Buy	99,043 +4,691	+5%	+$328K	0.75%	45
2024 Q3	$6.15M	Hold	94,352	–	–	0.66%	41
2024 Q2	$6.36M	Sell	94,352 -4,756	-5%	-$300K	0.66%	35
2024 Q1	$5.72M	Sell	99,108 -118,326	-54%	-$6.2M	0.58%	47
2023 Q4	$10.8M	Buy	217,434 +118,500	+120%	+$5.23M	1.09%	33
2023 Q3	$4.15M	Buy	+98,934	New	+$4.26M	0.5%	56

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Longbow Finance's APH Position: Q1 2026 in Review

Longbow Finance reduced its Amphenol (APH) stake by 42% in Q1 2026, selling an estimated $3.55M and leaving 34,180 shares worth $4.32M. The position accounts for 0.78% of the portfolio, ranked #48.

Longbow Finance first reported a position in APH in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.8M in Q4 2023. 2,115 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Longbow Finance held 34,180 shares of Amphenol worth $4.32M as of Q1 2026.
Longbow Finance sold 25,221 Amphenol shares in Q1 2026, an estimated $3.55M.
Amphenol made up 0.78% of Longbow Finance's portfolio in Q1 2026, its #48 holding.
Longbow Finance first reported a position in Amphenol in Q3 2023 and has held it in 11 quarters since.
Longbow Finance's Amphenol position peaked at $10.8M in Q4 2023.
2,115 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Longbow Finance's 13F filing for Q1 2026, filed 12 May 2026.