Lord & Richards Wealth Management
APH icon

Lord & Richards Wealth Management’s Amphenol APH Stock Holding History

Lord & Richards 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
Q3 		$547K Sell
6,490
-10,428
-62% -$840K 0.42% 43
2026
Q2 		$1.49M Sell
16,918
-2,046
-11% -$147K 1.17% 23
2026
Q1 		$1.2M Buy
18,964
+6,916
+57% +$487K 1.05% 25
2025
Q4 		$814K Buy
+12,048
New +$806K 0.7% 35

Other funds holding APH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Lord & Richards Wealth Management's APH Position: Q3 2026 in Review

Lord & Richards Wealth Management reduced its Amphenol (APH) stake by 62% in Q3 2026, selling an estimated $840K and leaving 6,490 shares worth $547K. The position accounts for 0.42% of the portfolio, ranked #43.

Lord & Richards Wealth Management first reported a position in APH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.49M in Q2 2026. 1,359 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Lord & Richards Wealth Management held 6,490 shares of Amphenol worth $547K as of Q3 2026.
  • Lord & Richards Wealth Management sold 10,428 Amphenol shares in Q3 2026, an estimated $840K.
  • Amphenol made up 0.42% of Lord & Richards Wealth Management's portfolio in Q3 2026, its #43 holding.
  • Lord & Richards Wealth Management first reported a position in Amphenol in Q4 2025 and has held it in 4 quarters since.
  • Lord & Richards Wealth Management's Amphenol position peaked at $1.49M in Q2 2026.
  • 1,359 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.