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McAdam LLC’s Amphenol APH Stock Holding History

McAdam LLC’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 		$405K Sell
4,598
-334
-7% -$24.1K 0.02% 315
2026
Q1 		$312K Buy
4,932
+372
+8% +$26.2K 0.01% 335
2025
Q4 		$308K Sell
4,560
-100
-2% -$6.69K 0.01% 326
2025
Q3 		$288K Buy
4,660
+68
+1% +$3.73K 0.01% 314
2025
Q2 		$227K Buy
+4,592
New +$188K 0.01% 342

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

McAdam LLC's APH Position: Q2 2026 in Review

McAdam LLC reduced its Amphenol (APH) stake by 6.8% in Q2 2026, selling an estimated $24.1K and leaving 4,598 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #315.

McAdam LLC first reported a position in APH in Q2 2025 and has held it in 5 quarters since. 2,327 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • McAdam LLC held 4,598 shares of Amphenol worth $405K as of Q2 2026.
  • McAdam LLC sold 334 Amphenol shares in Q2 2026, an estimated $24.1K.
  • Amphenol made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #315 holding.
  • McAdam LLC first reported a position in Amphenol in Q2 2025 and has held it in 5 quarters since.
  • 2,327 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.