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LWM Advisory Services’s Amphenol APH Stock Holding History

LWM Advisory Services’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
Q1 		$504K Buy
3,985
+1,583
+66% +$223K 0.54% 40
2025
Q4 		$325K Buy
+2,402
New +$321K 0.19% 68

Other funds holding APH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LWM Advisory Services's APH Position: Q1 2026 in Review

LWM Advisory Services increased its Amphenol (APH) stake by 66% in Q1 2026, buying an estimated $223K and bringing the position to 3,985 shares worth $504K. The position accounts for 0.54% of the portfolio, ranked #40.

LWM Advisory Services first reported a position in APH in Q4 2025 and has held it in 2 quarters since. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • LWM Advisory Services held 3,985 shares of Amphenol worth $504K as of Q1 2026.
  • LWM Advisory Services bought 1,583 Amphenol shares in Q1 2026, an estimated $223K.
  • Amphenol made up 0.54% of LWM Advisory Services's portfolio in Q1 2026, its #40 holding.
  • LWM Advisory Services first reported a position in Amphenol in Q4 2025 and has held it in 2 quarters since.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on LWM Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.