Montag & Associates’s Amphenol APH Stock Holding History

Montag & 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	$2.51M	Sell	19,801 -19,964	-50%	-$2.81M	0.12%	154
2025 Q4	$5.38M	Sell	39,765 -2,687	-6%	-$359K	0.25%	80
2025 Q3	$5.26M	Sell	42,452 -38,540	-48%	-$4.23M	0.24%	90
2025 Q2	$8.01M	Sell	80,992 -7,841	-9%	-$641K	0.39%	66
2025 Q1	$5.84M	Buy	88,833 +18,099	+26%	+$1.23M	0.29%	79
2024 Q4	$4.92M	Buy	70,734 +24,775	+54%	+$1.73M	0.23%	90
2024 Q3	$3M	Buy	45,959 +45,093	+5,207%	+$2.92M	0.14%	142
2024 Q2	$58.4K	Hold	866	–	–	﹤0.01%	565
2024 Q1	$50K	Sell	866 -648	-43%	-$34K	﹤0.01%	595
2023 Q4	$75.2K	Buy	1,514 +514	+51%	+$22.7K	﹤0.01%	507
2023 Q3	$42.1K	Buy	+1,000	New	+$43K	﹤0.01%	584
2022 Q1	–	Sell	-700	Closed	-$31K	–	842
2021 Q4	$31K	Hold	700	–	–	﹤0.01%	632
2021 Q3	$26K	Buy	+700	New	+$25.7K	﹤0.01%	642

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

Montag & Associates's APH Position: Q1 2026 in Review

Montag & Associates reduced its Amphenol (APH) stake by 50% in Q1 2026, selling an estimated $2.81M and leaving 19,801 shares worth $2.51M. The position accounts for 0.12% of the portfolio, ranked #154.

Montag & Associates first reported a position in APH in Q3 2021 and has held it in 13 quarters since. The position peaked at $8.01M in Q2 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Montag & Associates held 19,801 shares of Amphenol worth $2.51M as of Q1 2026.
Montag & Associates sold 19,964 Amphenol shares in Q1 2026, an estimated $2.81M.
Amphenol made up 0.12% of Montag & Associates's portfolio in Q1 2026, its #154 holding.
Montag & Associates first reported a position in Amphenol in Q3 2021 and has held it in 13 quarters since.
Montag & Associates's Amphenol position peaked at $8.01M in Q2 2025.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.