MCM
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Mitchell Capital Management’s Amphenol APH Stock Holding History

Mitchell 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 		$5.97M Sell
33,850
-13,713
-29% -$1.98M 0.91% 33
2026
Q1 		$6.01M Buy
47,563
+1,423
+3% +$200K 1.1% 23
2025
Q4 		$6.24M Buy
46,140
+1,209
+3% +$162K 1.11% 20
2025
Q3 		$5.56M Buy
44,931
+1,246
+3% +$137K 0.95% 30
2025
Q2 		$4.51M Sell
43,685
-6,777
-13% -$554K 0.84% 38
2025
Q1 		$3.31M Buy
50,462
+78
+0.2% +$5.32K 0.63% 53
2024
Q4 		$3.5M Sell
50,384
-3,532
-7% -$247K 0.61% 52
2024
Q3 		$3.51M Buy
53,916
+327
+0.6% +$21.2K 0.61% 54
2024
Q2 		$3.61M Buy
53,589
+1,289
+2% +$81.3K 0.64% 50
2024
Q1 		$3.02M Sell
52,300
-37,042
-41% -$1.94M 0.58% 58
2023
Q4 		$4.43M Buy
89,342
+874
+1% +$38.6K 0.93% 38
2023
Q3 		$3.72M Buy
88,468
+794
+0.9% +$34.2K 0.88% 43
2023
Q2 		$3.72M Buy
87,674
+1,246
+1% +$48.4K 0.85% 46
2023
Q1 		$3.53M Buy
86,428
+2,246
+3% +$88.7K 0.88% 45
2022
Q4 		$3.2M Sell
84,182
-1,686
-2% -$63.8K 0.89% 42
2022
Q3 		$2.88M Buy
85,868
+18,402
+27% +$668K 0.82% 45
2022
Q2 		$2.17M Buy
67,466
+2,266
+3% +$78.8K 0.61% 56
2022
Q1 		$2.46M Buy
65,200
+7,196
+12% +$279K 0.55% 60
2021
Q4 		$2.54M Buy
58,004
+24,614
+74% +$997K 0.51% 67
2021
Q3 		$1.22M Buy
+33,390
New +$1.23M 0.27% 95

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

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

Mitchell Capital Management reduced its Amphenol (APH) stake by 29% in Q2 2026, selling an estimated $1.98M and leaving 33,850 shares worth $5.97M. The position accounts for 0.91% of the portfolio, ranked #33.

Mitchell Capital Management first reported a position in APH in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.24M in Q4 2025. 2,323 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Mitchell Capital Management held 33,850 shares of Amphenol worth $5.97M as of Q2 2026.
  • Mitchell Capital Management sold 13,713 Amphenol shares in Q2 2026, an estimated $1.98M.
  • Amphenol made up 0.91% of Mitchell Capital Management's portfolio in Q2 2026, its #33 holding.
  • Mitchell Capital Management first reported a position in Amphenol in Q3 2021 and has held it in 20 quarters since.
  • Mitchell Capital Management's Amphenol position peaked at $6.24M in Q4 2025.
  • 2,323 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.