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
Q2 		$268K Sell
3,036
-496
-14% -$35.8K 0.1% 100
2026
Q1 		$223K Sell
3,532
-70
-2% -$4.93K 0.1% 103
2025
Q4 		$243K Sell
3,602
-206
-5% -$13.8K 0.1% 101
2025
Q3 		$236K Buy
+3,808
New +$209K 0.1% 97

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 $3.38T AUM 44.17% 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

M1 Capital Management's APH Position: Q2 2026 in Review

M1 Capital Management reduced its Amphenol (APH) stake by 14% in Q2 2026, selling an estimated $35.8K and leaving 3,036 shares worth $268K. The position accounts for 0.1% of the portfolio, ranked #100.

M1 Capital Management first reported a position in APH in Q3 2025 and has held it in 4 quarters since. 2,339 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • M1 Capital Management held 3,036 shares of Amphenol worth $268K as of Q2 2026.
  • M1 Capital Management sold 496 Amphenol shares in Q2 2026, an estimated $35.8K.
  • Amphenol made up 0.1% of M1 Capital Management's portfolio in Q2 2026, its #100 holding.
  • M1 Capital Management first reported a position in Amphenol in Q3 2025 and has held it in 4 quarters since.
  • 2,339 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on M1 Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.