LK
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Lumbard & Kellner’s Amphenol APH Stock Holding History

Lumbard & Kellner’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 		$212K Sell
1,200
-800
-40% -$115K 0.06% 104
2026
Q1 		$253K Buy
+2,000
New +$282K 0.09% 91
2022
Q4 		– Sell
-2,000
Closed -$67K – 89
2022
Q3 		$67K Buy
+2,000
New +$72.6K 0.03% 81

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lumbard & Kellner's APH Position: Q2 2026 in Review

Lumbard & Kellner reduced its Amphenol (APH) stake by 40% in Q2 2026, selling an estimated $115K and leaving 1,200 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #104.

Lumbard & Kellner first reported a position in APH in Q3 2022 and has held it in 3 quarters since. The position peaked at $253K in Q1 2026. 2,314 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Lumbard & Kellner held 1,200 shares of Amphenol worth $212K as of Q2 2026.
  • Lumbard & Kellner sold 800 Amphenol shares in Q2 2026, an estimated $115K.
  • Amphenol made up 0.06% of Lumbard & Kellner's portfolio in Q2 2026, its #104 holding.
  • Lumbard & Kellner first reported a position in Amphenol in Q3 2022 and has held it in 3 quarters since.
  • Lumbard & Kellner's Amphenol position peaked at $253K in Q1 2026.
  • 2,314 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.