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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
Q2 		$1.49M Sell
8,459
-1,023
-11% -$147K 1.17% 23
2026
Q1 		$1.2M Buy
9,482
+3,458
+57% +$487K 1.05% 25
2025
Q4 		$814K Buy
+6,024
New +$806K 0.7% 35

Other funds holding APH

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lord & Richards Wealth Management's APH Position: Q2 2026 in Review

Lord & Richards Wealth Management reduced its Amphenol (APH) stake by 11% in Q2 2026, selling an estimated $147K and leaving 8,459 shares worth $1.49M. The position accounts for 1.17% of the portfolio, ranked #23.

Lord & Richards Wealth Management first reported a position in APH in Q4 2025 and has held it in 3 quarters since. 613 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Lord & Richards Wealth Management held 8,459 shares of Amphenol worth $1.49M as of Q2 2026.
  • Lord & Richards Wealth Management sold 1,023 Amphenol shares in Q2 2026, an estimated $147K.
  • Amphenol made up 1.17% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Lord & Richards Wealth Management first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
  • 613 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.