MAM
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Morse Asset Management’s Amphenol APH Stock Holding History

Morse Asset 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 		$692K Buy
5,476
+2,296
+72% +$323K 0.14% 113
2025
Q4 		$430K Buy
3,180
+1,680
+112% +$225K 0.09% 127
2025
Q3 		$186K Buy
+1,500
New +$165K 0.04% 152
2025
Q1 		– Sell
-14,895
Closed -$1.03M – 343
2024
Q4 		$1.03M Buy
+14,895
New +$1.04M 0.24% 83

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

Morse Asset Management's APH Position: Q1 2026 in Review

Morse Asset Management increased its Amphenol (APH) stake by 72% in Q1 2026, buying an estimated $323K and bringing the position to 5,476 shares worth $692K. The position accounts for 0.14% of the portfolio, ranked #113.

Morse Asset Management first reported a position in APH in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.03M in Q4 2024. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Morse Asset Management held 5,476 shares of Amphenol worth $692K as of Q1 2026.
  • Morse Asset Management bought 2,296 Amphenol shares in Q1 2026, an estimated $323K.
  • Amphenol made up 0.14% of Morse Asset Management's portfolio in Q1 2026, its #113 holding.
  • Morse Asset Management first reported a position in Amphenol in Q4 2024 and has held it in 4 quarters since.
  • Morse Asset Management's Amphenol position peaked at $1.03M in Q4 2024.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

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