LVW Advisors
APH icon

LVW Advisors’s Amphenol APH Stock Holding History

LVW Advisors’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 		$938K Sell
11,127
-853
-7% -$68.7K 0.08% 160
2026
Q2 		$1.06M Buy
11,980
+684
+6% +$49.3K 0.09% 125
2026
Q1 		$714K Buy
11,296
+1,894
+20% +$133K 0.07% 146
2025
Q4 		$635K Buy
9,402
+498
+6% +$33.3K 0.06% 155
2025
Q3 		$551K Buy
8,904
+1,832
+26% +$101K 0.06% 177
2025
Q2 		$349K Buy
7,072
+928
+15% +$37.9K 0.04% 243
2025
Q1 		$201K Sell
6,144
-222
-3% -$7.57K 0.02% 295
2024
Q4 		$221K Buy
6,366
+42
+0.7% +$1.47K 0.03% 291
2024
Q3 		$206K Buy
6,324
+70
+1% +$2.27K 0.03% 298
2024
Q2 		$211K Buy
+6,254
New +$197K 0.03% 280

Other funds holding APH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

LVW Advisors's APH Position: Q3 2026 in Review

LVW Advisors reduced its Amphenol (APH) stake by 7.1% in Q3 2026, selling an estimated $68.7K and leaving 11,127 shares worth $938K. The position accounts for 0.08% of the portfolio, ranked #160.

LVW Advisors first reported a position in APH in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.06M in Q2 2026. 1,710 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • LVW Advisors held 11,127 shares of Amphenol worth $938K as of Q3 2026.
  • LVW Advisors sold 853 Amphenol shares in Q3 2026, an estimated $68.7K.
  • Amphenol made up 0.08% of LVW Advisors's portfolio in Q3 2026, its #160 holding.
  • LVW Advisors first reported a position in Amphenol in Q2 2024 and has held it in 10 quarters since.
  • LVW Advisors's Amphenol position peaked at $1.06M in Q2 2026.
  • 1,710 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.