Lyell Wealth Management
APH icon

Lyell Wealth Management’s Amphenol APH Stock Holding History

Lyell Wealth 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
Q3 		$32M Sell
379,580
-718
-0.2% -$57.8K 1.9% 13
2026
Q2 		$33.5M Buy
380,298
+1,126
+0.3% +$81.2K 2.06% 13
2026
Q1 		$24M Sell
379,172
-716
-0.2% -$50.4K 1.76% 15
2025
Q4 		$25.7M Sell
379,888
-10,662
-3% -$713K 1.86% 12
2025
Q3 		$24.2M Sell
390,550
-596
-0.2% -$32.7K 1.79% 13
2025
Q2 		$19.3M Buy
391,146
+11,008
+3% +$450K 1.53% 16
2025
Q1 		$12.5M Buy
380,138
+44,024
+13% +$1.5M 1.17% 26
2024
Q4 		$11.7M Buy
336,114
+5,930
+2% +$208K 1.05% 30
2024
Q3 		$10.8M Buy
330,184
+6,186
+2% +$201K 0.98% 31
2024
Q2 		$10.9M Buy
323,998
+7,362
+2% +$232K 1.04% 30
2024
Q1 		$9.13M Buy
316,636
+2,036
+0.6% +$53.3K 0.93% 37
2023
Q4 		$7.8M Sell
314,600
-21,548
-6% -$476K 0.89% 41
2023
Q3 		$7.06M Buy
336,148
+3,548
+1% +$76.3K 0.95% 39
2023
Q2 		$7.06M Buy
332,600
+14,788
+5% +$287K 0.9% 41
2023
Q1 		$6.49M Buy
317,812
+14,396
+5% +$284K 0.91% 42
2022
Q4 		$5.78M Buy
303,416
+1,980
+0.7% +$37.5K 0.91% 41
2022
Q3 		$5.05M Sell
301,436
-556
-0.2% -$10.1K 0.86% 43
2022
Q2 		$4.88M Buy
301,992
+36,484
+14% +$634K 0.8% 46
2022
Q1 		$5.02M Buy
265,508
+6,100
+2% +$118K 0.65% 55
2021
Q4 		$5.68M Buy
259,408
+6,520
+3% +$132K 0.65% 56
2021
Q3 		$4.64M Buy
252,888
+74,004
+41% +$1.36M 0.56% 65
2021
Q2 		$3.06M Buy
+178,884
New +$3.02M 0.38% 77

Other funds holding APH

Egerton Capital (UK)
Egerton Capital (UK) London, United Kingdom $9.8B AUM 22.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Lyell Wealth Management's APH Position: Q3 2026 in Review

Lyell Wealth Management reduced its Amphenol (APH) stake by 0.19% in Q3 2026, selling an estimated $57.8K and leaving 379,580 shares worth $32M. The position accounts for 1.9% of the portfolio, ranked #13.

Lyell Wealth Management first reported a position in APH in Q2 2021 and has held it in 22 quarters since. The position peaked at $33.5M in Q2 2026. 937 funds tracked by Wall St. Rank hold APH as of Q3 2026.

  • Lyell Wealth Management held 379,580 shares of Amphenol worth $32M as of Q3 2026.
  • Lyell Wealth Management sold 718 Amphenol shares in Q3 2026, an estimated $57.8K.
  • Amphenol made up 1.9% of Lyell Wealth Management's portfolio in Q3 2026, its #13 holding.
  • Lyell Wealth Management first reported a position in Amphenol in Q2 2021 and has held it in 22 quarters since.
  • Lyell Wealth Management's Amphenol position peaked at $33.5M in Q2 2026.
  • 937 funds tracked by Wall St. Rank held Amphenol as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.