Luther King Capital Management (LKCM)’s Amphenol APH Stock Holding History

Luther King Capital Management (LKCM)’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	$5.32M	Hold	30,200	–	–	0.02%	263
2026 Q1	$3.82M	Hold	30,200	–	–	0.02%	278
2025 Q4	$4.08M	Sell	30,200 -222	-0.7%	-$29.7K	0.02%	277
2025 Q3	$3.76M	Buy	30,422 +218	+0.7%	+$23.9K	0.02%	284
2025 Q2	$2.98M	Buy	30,204 +520	+2%	+$42.5K	0.01%	294
2025 Q1	$1.95M	Sell	29,684 -1,900	-6%	-$130K	0.01%	329
2024 Q4	$2.19M	Sell	31,584 -2,450	-7%	-$172K	0.01%	313
2024 Q3	$2.22M	Buy	34,034 +2	+0%	+$130	0.01%	308
2024 Q2	$2.29M	Buy	34,032 +26	+0.1%	+$1.64K	0.01%	298
2024 Q1	$1.96M	Sell	34,006 -760	-2%	-$39.8K	0.01%	325
2023 Q4	$1.72M	Sell	34,766 -734	-2%	-$32.4K	0.01%	328
2023 Q3	$1.49M	Sell	35,500 -100	-0.3%	-$4.3K	0.01%	340
2023 Q2	$1.51M	Hold	35,600	–	–	0.01%	359
2023 Q1	$1.45M	Sell	35,600 -400	-1%	-$15.8K	0.01%	340
2022 Q4	$1.37M	Buy	36,000 +534	+2%	+$20.2K	0.01%	342
2022 Q3	$1.19M	Sell	35,466 -778	-2%	-$28.3K	0.01%	357
2022 Q2	$1.17M	Sell	36,244 -582	-2%	-$20.2K	0.01%	367
2022 Q1	$1.39M	Sell	36,826 -3,000	-8%	-$116K	0.01%	356
2021 Q4	$1.74M	Buy	39,826 +266	+0.7%	+$10.8K	0.01%	328
2021 Q3	$1.45M	Sell	39,560 -1,208	-3%	-$44.4K	0.01%	357
2021 Q2	$1.39M	Hold	40,768	–	–	0.01%	372
2021 Q1	$1.34M	Sell	40,768 -3,200	-7%	-$104K	0.01%	346
2020 Q4	$1.44M	Buy	43,968 +1,200	+3%	+$36.9K	0.01%	320
2020 Q3	$1.16M	Hold	42,768	–	–	0.01%	312
2020 Q2	$1.02M	Hold	42,768	–	–	0.01%	321
2020 Q1	$779K	Buy	42,768 +30,800	+257%	+$734K	0.01%	329
2019 Q4	$324K	Sell	11,968 -30,800	-72%	-$786K	﹤0.01%	474
2019 Q3	$1.03M	Sell	42,768 -792	-2%	-$18.3K	0.01%	338
2019 Q2	$1.04M	Hold	43,560	–	–	0.01%	333
2019 Q1	$1.03M	Hold	43,560	–	–	0.01%	349
2018 Q4	$882K	Hold	43,560	–	–	0.01%	347
2018 Q3	$1.02M	Hold	43,560	–	–	0.01%	365
2018 Q2	$949K	Hold	43,560	–	–	0.01%	355
2018 Q1	$938K	Hold	43,560	–	–	0.01%	356
2017 Q4	$956K	Hold	43,560	–	–	0.01%	359
2017 Q3	$922K	Hold	43,560	–	–	0.01%	360
2017 Q2	$804K	Buy	43,560 +7,000	+19%	+$128K	0.01%	367
2017 Q1	$650K	Sell	36,560 -1,200	-3%	-$20.8K	0.01%	386
2016 Q4	$634K	Hold	37,760	–	–	0.01%	384
2016 Q3	$613K	Sell	37,760 -3,200	-8%	-$48.6K	0.01%	378
2016 Q2	$587K	Hold	40,960	–	–	0.01%	392
2016 Q1	$592K	Sell	40,960 -960	-2%	-$12.5K	0.01%	388
2015 Q4	$547K	Buy	41,920 +4,160	+11%	+$55.6K	0.01%	404
2015 Q3	$481K	Hold	37,760	–	–	﹤0.01%	420
2015 Q2	$547K	Hold	37,760	–	–	﹤0.01%	419
2015 Q1	$556K	Hold	37,760	–	–	﹤0.01%	418
2014 Q4	$508K	Hold	37,760	–	–	﹤0.01%	434
2014 Q3	$471K	Hold	37,760	–	–	﹤0.01%	457
2014 Q2	$455K	Buy	+37,760	New	+$450K	﹤0.01%	457
2013 Q4	–	Sell	-36,160	Closed	-$350K	–	520
2013 Q3	$350K	Sell	36,160 -3,200	-8%	-$31.2K	﹤0.01%	586
2013 Q2	$383K	Buy	+39,360	New	+$377K	﹤0.01%	577

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Luther King Capital Management (LKCM)'s APH Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its Amphenol (APH) position steady in Q2 2026 at 30,200 shares worth $5.32M. The position accounts for 0.02% of the portfolio, ranked #263.

Luther King Capital Management (LKCM) first reported a position in APH in Q2 2013 and has held it in 51 quarters since. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Luther King Capital Management (LKCM) held 30,200 shares of Amphenol worth $5.32M as of Q2 2026.
Luther King Capital Management (LKCM) left its Amphenol share count unchanged in Q2 2026.
Amphenol made up 0.02% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #263 holding.
Luther King Capital Management (LKCM) first reported a position in Amphenol in Q2 2013 and has held it in 51 quarters since.
2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.