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Mattern Capital Management’s Amphenol APH Stock Holding History

Mattern 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 		$11M Buy
125,172
+19,412
+18% +$1.4M 1.29% 22
2026
Q1 		$6.68M Sell
105,760
-20,820
-16% -$1.47M 0.8% 69
2025
Q4 		$8.55M Sell
126,580
-35,232
-22% -$2.36M 1.01% 51
2025
Q3 		$10M Buy
161,812
+21,654
+15% +$1.19M 1.18% 26
2025
Q2 		$6.92M Buy
140,158
+27,624
+25% +$1.13M 0.83% 71
2025
Q1 		$3.69M Buy
+112,534
New +$3.84M 0.47% 80

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

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

Mattern Capital Management increased its Amphenol (APH) stake by 18% in Q2 2026, buying an estimated $1.4M and bringing the position to 125,172 shares worth $11M. The position accounts for 1.29% of the portfolio, ranked #22.

Mattern Capital Management first reported a position in APH in Q1 2025 and has held it in 6 quarters since. 2,326 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Mattern Capital Management held 125,172 shares of Amphenol worth $11M as of Q2 2026.
  • Mattern Capital Management bought 19,412 Amphenol shares in Q2 2026, an estimated $1.4M.
  • Amphenol made up 1.29% of Mattern Capital Management's portfolio in Q2 2026, its #22 holding.
  • Mattern Capital Management first reported a position in Amphenol in Q1 2025 and has held it in 6 quarters since.
  • 2,326 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Mattern Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.