MCM
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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
Q1 		$11M Buy
87,224
+6,520
+8% +$918K 0.84% 32
2025
Q4 		$10.9M Buy
+80,704
New +$10.8M 0.79% 32

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

Mill Capital Management's APH Position: Q1 2026 in Review

Mill Capital Management increased its Amphenol (APH) stake by 8.1% in Q1 2026, buying an estimated $918K and bringing the position to 87,224 shares worth $11M. The position accounts for 0.84% of the portfolio, ranked #32.

Mill Capital Management first reported a position in APH in Q4 2025 and has held it in 2 quarters since. 2,116 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Mill Capital Management held 87,224 shares of Amphenol worth $11M as of Q1 2026.
  • Mill Capital Management bought 6,520 Amphenol shares in Q1 2026, an estimated $918K.
  • Amphenol made up 0.84% of Mill Capital Management's portfolio in Q1 2026, its #32 holding.
  • Mill Capital Management first reported a position in Amphenol in Q4 2025 and has held it in 2 quarters since.
  • 2,116 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.