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
67,700
-27,426
-29% -$1.98M 0.91% 33
2026
Q1 		$6.01M Buy
95,126
+2,846
+3% +$200K 1.1% 23
2025
Q4 		$6.24M Buy
92,280
+2,418
+3% +$162K 1.11% 20
2025
Q3 		$5.56M Buy
89,862
+2,492
+3% +$137K 0.95% 30
2025
Q2 		$4.51M Sell
87,370
-13,554
-13% -$554K 0.84% 38
2025
Q1 		$3.31M Buy
100,924
+156
+0.2% +$5.32K 0.63% 53
2024
Q4 		$3.5M Sell
100,768
-7,064
-7% -$247K 0.61% 52
2024
Q3 		$3.51M Buy
107,832
+654
+0.6% +$21.2K 0.61% 54
2024
Q2 		$3.61M Buy
107,178
+2,578
+2% +$81.3K 0.64% 50
2024
Q1 		$3.02M Sell
104,600
-74,084
-41% -$1.94M 0.58% 58
2023
Q4 		$4.43M Buy
178,684
+1,748
+1% +$38.6K 0.93% 38
2023
Q3 		$3.72M Buy
176,936
+1,588
+0.9% +$34.2K 0.88% 43
2023
Q2 		$3.72M Buy
175,348
+2,492
+1% +$48.4K 0.85% 46
2023
Q1 		$3.53M Buy
172,856
+4,492
+3% +$88.7K 0.88% 45
2022
Q4 		$3.2M Sell
168,364
-3,372
-2% -$63.8K 0.89% 42
2022
Q3 		$2.88M Buy
171,736
+36,804
+27% +$668K 0.82% 45
2022
Q2 		$2.17M Buy
134,932
+4,532
+3% +$78.8K 0.61% 56
2022
Q1 		$2.46M Buy
130,400
+14,392
+12% +$279K 0.55% 60
2021
Q4 		$2.54M Buy
116,008
+49,228
+74% +$997K 0.51% 67
2021
Q3 		$1.22M Buy
+66,780
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 $3.38T AUM 44.17% 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 67,700 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. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Mitchell Capital Management held 67,700 shares of Amphenol worth $5.97M as of Q2 2026.
  • Mitchell Capital Management sold 27,426 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.
  • 2,340 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.