MWM
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Modern Wealth Management’s Amphenol APH Stock Holding History

Modern Wealth 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 		$2.72M Buy
21,303
+6,178
+41% +$870K 0.05% 269
2025
Q4 		$2.04M Sell
15,125
-2,662
-15% -$356K 0.04% 292
2025
Q3 		$2.2M Sell
17,787
-694
-4% -$76.2K 0.04% 267
2025
Q2 		$1.82M Buy
18,481
+469
+3% +$38.4K 0.04% 277
2025
Q1 		$1.18M Buy
18,012
+1,051
+6% +$71.7K 0.04% 283
2024
Q4 		$1.18M Buy
+16,961
New +$1.19M 0.04% 240

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

Modern Wealth Management's APH Position: Q1 2026 in Review

Modern Wealth Management increased its Amphenol (APH) stake by 41% in Q1 2026, buying an estimated $870K and bringing the position to 21,303 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #269.

Modern Wealth Management first reported a position in APH in Q4 2024 and has held it in 6 quarters since. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Modern Wealth Management held 21,303 shares of Amphenol worth $2.72M as of Q1 2026.
  • Modern Wealth Management bought 6,178 Amphenol shares in Q1 2026, an estimated $870K.
  • Amphenol made up 0.05% of Modern Wealth Management's portfolio in Q1 2026, its #269 holding.
  • Modern Wealth Management first reported a position in Amphenol in Q4 2024 and has held it in 6 quarters since.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.