LWM
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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
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 		$5.01M 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

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 $3.37T AUM 44.26% 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

Lyell Wealth Management's APH Position: Q2 2026 in Review

Lyell Wealth Management increased its Amphenol (APH) stake by 0.3% in Q2 2026, buying an estimated $81.2K and bringing the position to 380,298 shares worth $33.5M. The position accounts for 2.06% of the portfolio, ranked #13.

Lyell Wealth Management first reported a position in APH in Q2 2021 and has held it in 21 quarters since. 2,328 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Lyell Wealth Management held 380,298 shares of Amphenol worth $33.5M as of Q2 2026.
  • Lyell Wealth Management bought 1,126 Amphenol shares in Q2 2026, an estimated $81.2K.
  • Amphenol made up 2.06% of Lyell Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Lyell Wealth Management first reported a position in Amphenol in Q2 2021 and has held it in 21 quarters since.
  • 2,328 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.