MJP Associates’s Amphenol APH Stock Holding History

MJP Associates’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	$1.19M	Buy	9,438 +544	+6%	+$76.6K	0.14%	63
2025 Q4	$1.2M	Buy	8,894 +664	+8%	+$88.8K	0.15%	61
2025 Q3	$1.02M	Buy	8,230 +119	+1%	+$13.1K	0.13%	64
2025 Q2	$801K	Buy	8,111 +421	+5%	+$34.4K	0.12%	78
2025 Q1	$504K	Buy	7,690 +366	+5%	+$25K	0.09%	109
2024 Q4	$509K	Buy	7,324 +166	+2%	+$11.6K	0.09%	106
2024 Q3	$466K	Buy	7,158 +51	+0.7%	+$3.31K	0.09%	117
2024 Q2	$479K	Buy	7,107 +281	+4%	+$17.7K	0.1%	111
2024 Q1	$394K	Buy	+6,826	New	+$358K	0.09%	133

Other funds holding APH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MJP Associates's APH Position: Q1 2026 in Review

MJP Associates increased its Amphenol (APH) stake by 6.1% in Q1 2026, buying an estimated $76.6K and bringing the position to 9,438 shares worth $1.19M. The position accounts for 0.14% of the portfolio, ranked #63.

MJP Associates first reported a position in APH in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

MJP Associates held 9,438 shares of Amphenol worth $1.19M as of Q1 2026.
MJP Associates bought 544 Amphenol shares in Q1 2026, an estimated $76.6K.
Amphenol made up 0.14% of MJP Associates's portfolio in Q1 2026, its #63 holding.
MJP Associates first reported a position in Amphenol in Q1 2024 and has held it in 9 quarters since.
MJP Associates's Amphenol position peaked at $1.2M in Q4 2025.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on MJP Associates's 13F filing for Q1 2026, filed 5 May 2026.