MTC
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McDaniel Terry & Co’s Amphenol APH Stock Holding History

McDaniel Terry & Co’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 		$50.9M Buy
402,891
+15,363
+4% +$2.16M 4.32% 5
2025
Q4 		$52.4M Sell
387,528
-18,339
-5% -$2.45M 4.56% 4
2025
Q3 		$50.2M Sell
405,867
-2,335
-0.6% -$256K 4.04% 6
2025
Q2 		$40.3M Sell
408,202
-1,257
-0.3% -$103K 3.3% 8
2025
Q1 		$26.9M Sell
409,459
-2,512
-0.6% -$171K 2.35% 18
2024
Q4 		$28.6M Buy
411,971
+1,950
+0.5% +$137K 2.35% 17
2024
Q3 		$26.7M Buy
410,021
+4,717
+1% +$306K 2.24% 20
2024
Q2 		$27.3M Buy
405,304
+10,652
+3% +$672K 2.38% 18
2024
Q1 		$22.8M Sell
394,652
-3,484
-0.9% -$183K 2.02% 23
2023
Q4 		$19.7M Buy
398,136
+2,472
+0.6% +$109K 1.89% 24
2023
Q3 		$16.6M Buy
395,664
+8,256
+2% +$355K 1.73% 28
2023
Q2 		$16.5M Buy
387,408
+8,560
+2% +$333K 1.67% 29
2023
Q1 		$15.5M Buy
378,848
+1,132
+0.3% +$44.7K 1.69% 28
2022
Q4 		$14.4M Sell
377,716
-3,166
-0.8% -$120K 1.67% 27
2022
Q3 		$12.8M Buy
380,882
+12,074
+3% +$439K 1.65% 29
2022
Q2 		$11.9M Buy
368,808
+42,504
+13% +$1.48M 1.47% 30
2022
Q1 		$12.3M Buy
326,304
+198,460
+155% +$7.69M 1.33% 30
2021
Q4 		$5.59M Buy
+127,844
New +$5.18M 0.56% 33

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

McDaniel Terry & Co's APH Position: Q1 2026 in Review

McDaniel Terry & Co increased its Amphenol (APH) stake by 4% in Q1 2026, buying an estimated $2.16M and bringing the position to 402,891 shares worth $50.9M. The position accounts for 4.32% of the portfolio, ranked #5.

McDaniel Terry & Co first reported a position in APH in Q4 2021 and has held it in 18 quarters since. The position peaked at $52.4M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • McDaniel Terry & Co held 402,891 shares of Amphenol worth $50.9M as of Q1 2026.
  • McDaniel Terry & Co bought 15,363 Amphenol shares in Q1 2026, an estimated $2.16M.
  • Amphenol made up 4.32% of McDaniel Terry & Co's portfolio in Q1 2026, its #5 holding.
  • McDaniel Terry & Co first reported a position in Amphenol in Q4 2021 and has held it in 18 quarters since.
  • McDaniel Terry & Co's Amphenol position peaked at $52.4M in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on McDaniel Terry & Co's 13F filing for Q1 2026, filed 5 May 2026.