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Lummis Asset Management’s Amphenol APH Stock Holding History

Lummis Asset 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 		$492K Sell
5,584
-190
-3% -$13.7K 0.29% 49
2026
Q1 		$365K Sell
5,774
-96
-2% -$6.76K 0.22% 51
2025
Q4 		$397K Sell
5,870
-40
-0.7% -$2.67K 0.24% 47
2025
Q3 		$366K Sell
5,910
-562
-9% -$30.8K 0.24% 49
2025
Q2 		$320K Hold
6,472
– – 0.21% 51
2025
Q1 		$212K Sell
6,472
-164
-2% -$5.59K 0.15% 54
2024
Q4 		$230K Hold
6,636
– – 0.29% 39
2024
Q3 		$216K Sell
6,636
-150
-2% -$4.86K 0.25% 40
2024
Q2 		$229K Sell
6,786
-146
-2% -$4.61K 0.3% 40
2024
Q1 		$200K Sell
6,932
-80
-1% -$2.1K 0.27% 38
2023
Q4 		$174K Buy
+7,012
New +$155K 0.13% 59

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 $3.38T AUM 44.17% 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

Lummis Asset Management's APH Position: Q2 2026 in Review

Lummis Asset Management reduced its Amphenol (APH) stake by 3.3% in Q2 2026, selling an estimated $13.7K and leaving 5,584 shares worth $492K. The position accounts for 0.29% of the portfolio, ranked #49.

Lummis Asset Management first reported a position in APH in Q4 2023 and has held it in 11 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Lummis Asset Management held 5,584 shares of Amphenol worth $492K as of Q2 2026.
  • Lummis Asset Management sold 190 Amphenol shares in Q2 2026, an estimated $13.7K.
  • Amphenol made up 0.29% of Lummis Asset Management's portfolio in Q2 2026, its #49 holding.
  • Lummis Asset Management first reported a position in Amphenol in Q4 2023 and has held it in 11 quarters since.
  • 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.