MCM
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M1 Capital Management’s Amphenol APH Stock Holding History

M1 Capital 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
Q1 		$223K Sell
1,766
-35
-2% -$4.93K 0.1% 103
2025
Q4 		$243K Sell
1,801
-103
-5% -$13.8K 0.1% 101
2025
Q3 		$236K Buy
+1,904
New +$209K 0.1% 97

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

M1 Capital Management's APH Position: Q1 2026 in Review

M1 Capital Management reduced its Amphenol (APH) stake by 1.9% in Q1 2026, selling an estimated $4.93K and leaving 1,766 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #103.

M1 Capital Management first reported a position in APH in Q3 2025 and has held it in 3 quarters since. The position peaked at $243K in Q4 2025. 2,116 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • M1 Capital Management held 1,766 shares of Amphenol worth $223K as of Q1 2026.
  • M1 Capital Management sold 35 Amphenol shares in Q1 2026, an estimated $4.93K.
  • Amphenol made up 0.1% of M1 Capital Management's portfolio in Q1 2026, its #103 holding.
  • M1 Capital Management first reported a position in Amphenol in Q3 2025 and has held it in 3 quarters since.
  • M1 Capital Management's Amphenol position peaked at $243K in Q4 2025.
  • 2,116 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on M1 Capital Management's 13F filing for Q1 2026, filed 8 May 2026.