Mill Capital Management’s Amphenol APH Stock Holding History

Mill 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	$17.3M	Buy	195,854 +21,406	+12%	+$1.54M	1.15%	27
2026 Q1	$11M	Buy	174,448 +13,040	+8%	+$918K	0.84%	32
2025 Q4	$10.9M	Buy	+161,408	New	+$10.8M	0.79%	32

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Mill Capital Management increased its Amphenol (APH) stake by 12% in Q2 2026, buying an estimated $1.54M and bringing the position to 195,854 shares worth $17.3M. The position accounts for 1.15% of the portfolio, ranked #27.

Mill Capital Management first reported a position in APH in Q4 2025 and has held it in 3 quarters since. 2,335 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Mill Capital Management held 195,854 shares of Amphenol worth $17.3M as of Q2 2026.
Mill Capital Management bought 21,406 Amphenol shares in Q2 2026, an estimated $1.54M.
Amphenol made up 1.15% of Mill Capital Management's portfolio in Q2 2026, its #27 holding.
Mill Capital Management first reported a position in Amphenol in Q4 2025 and has held it in 3 quarters since.
2,335 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Mill Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.