MOTCO’s Amphenol APH Stock Holding History

MOTCO’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	$21.2M	Sell	167,893 -7,909	-4%	-$1.11M	1.96%	8
2025 Q4	$23.8M	Sell	175,802 -4,843	-3%	-$648K	2.15%	7
2025 Q3	$22.4M	Sell	180,645 -14,125	-7%	-$1.55M	2.04%	7
2025 Q2	$20.7M	Sell	194,770 -7,901	-4%	-$646K	1.99%	6
2025 Q1	$13.3M	Buy	202,671 +739	+0.4%	+$50.4K	1.4%	11
2024 Q4	$14M	Sell	201,932 -5,812	-3%	-$407K	1.44%	13
2024 Q3	$13.5M	Sell	207,744 -18,110	-8%	-$1.17M	1.35%	11
2024 Q2	$15.2M	Sell	225,854 -9,924	-4%	-$626K	0.9%	22
2024 Q1	$13.6M	Sell	235,778 -3,086	-1%	-$162K	0.81%	28
2023 Q4	$11.8M	Sell	238,864 -3,868	-2%	-$171K	0.76%	31
2023 Q3	$10.2M	Sell	242,732 -4,304	-2%	-$185K	0.7%	33
2023 Q2	$10.5M	Sell	247,036 -1,056	-0.4%	-$41K	0.69%	34
2023 Q1	$10.1M	Sell	248,092 -1,754	-0.7%	-$69.3K	0.69%	35
2022 Q4	$9.51M	Sell	249,846 -1,520	-0.6%	-$57.5K	0.71%	36
2022 Q3	$8.42M	Buy	251,366 +2,566	+1%	+$93.2K	0.67%	37
2022 Q2	$8.01M	Buy	248,800 +2,334	+0.9%	+$81.1K	0.6%	41
2022 Q1	$9.29M	Sell	246,466 -2,704	-1%	-$105K	0.6%	43
2021 Q4	$10.9M	Sell	249,170 -3,466	-1%	-$140K	0.67%	34
2021 Q3	$9.25M	Sell	252,636 -4,540	-2%	-$167K	0.6%	43
2021 Q2	$8.8M	Buy	257,176 +2,136	+0.8%	+$72.1K	0.58%	47
2021 Q1	$8.41M	Sell	255,040 -6,052	-2%	-$197K	0.59%	41
2020 Q4	$8.54M	Sell	261,092 -13,692	-5%	-$421K	0.63%	39
2020 Q3	$7.44M	Sell	274,784 -7,188	-3%	-$189K	0.6%	47
2020 Q2	$6.75M	Buy	281,972 +20,444	+8%	+$456K	0.58%	53
2020 Q1	$4.76M	Buy	261,528 +3,548	+1%	+$84.6K	0.48%	75
2019 Q4	$6.98M	Sell	257,980 -1,892	-0.7%	-$48.3K	0.59%	48
2019 Q3	$6.27M	Buy	259,872 +4,684	+2%	+$108K	0.56%	49
2019 Q2	$6.12M	Sell	255,188 -5,548	-2%	-$134K	0.57%	48
2019 Q1	$6.16M	Sell	260,736 -1,528	-0.6%	-$34.2K	0.61%	39
2018 Q4	$5.31M	Sell	262,264 -6,804	-3%	-$146K	0.59%	45
2018 Q3	$6.32M	Sell	269,068 -2,312	-0.9%	-$53.7K	0.63%	42
2018 Q2	$5.91M	Sell	271,380 -15,160	-5%	-$330K	0.61%	46
2018 Q1	$6.17M	Sell	286,540 -15,940	-5%	-$359K	0.63%	41
2017 Q4	$6.64M	Sell	302,480 -23,700	-7%	-$521K	0.67%	39
2017 Q3	$6.9M	Sell	326,180 -13,244	-4%	-$260K	0.71%	34
2017 Q2	$6.26M	Sell	339,424 -4,548	-1%	-$83K	0.65%	38
2017 Q1	$6.12M	Sell	343,972 -20,468	-6%	-$354K	0.67%	39
2016 Q4	$6.12M	Sell	364,440 -6,460	-2%	-$108K	0.68%	41
2016 Q3	$6.02M	Sell	370,900 -22,504	-6%	-$342K	0.67%	41
2016 Q2	$5.64M	Sell	393,404 -14,372	-4%	-$207K	0.62%	46
2016 Q1	$5.89M	Buy	407,776 +2,004	+0.5%	+$26K	0.67%	42
2015 Q4	$5.3M	Sell	405,772 -720	-0.2%	-$9.62K	0.63%	48
2015 Q3	$5.18M	Sell	406,492 -5,600	-1%	-$75.2K	0.63%	50
2015 Q2	$5.97M	Sell	412,092 -19,556	-5%	-$281K	0.68%	47
2015 Q1	$6.36M	Sell	431,648 -35,916	-8%	-$503K	0.71%	43
2014 Q4	$6.29M	Sell	467,564 -268	-0.1%	-$3.43K	0.67%	50
2014 Q3	$5.84M	Sell	467,832 -15,392	-3%	-$193K	0.62%	51
2014 Q2	$5.82M	Sell	483,224 -23,840	-5%	-$284K	0.64%	49
2014 Q1	$5.81M	Sell	507,064 -10,000	-2%	-$111K	0.67%	45
2013 Q4	$5.76M	Buy	517,064 +8,592	+2%	+$88.8K	0.67%	46
2013 Q3	$4.92M	Buy	508,472 +3,304	+0.7%	+$32.3K	0.6%	48
2013 Q2	$4.92M	Buy	+505,168	New	+$4.84M	0.63%	45

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

MOTCO's APH Position: Q1 2026 in Review

MOTCO reduced its Amphenol (APH) stake by 4.5% in Q1 2026, selling an estimated $1.11M and leaving 167,893 shares worth $21.2M. The position accounts for 1.96% of the portfolio, ranked #8.

MOTCO first reported a position in APH in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.8M in Q4 2025. 2,115 funds tracked by Wall St. Rank hold APH as of Q1 2026.

MOTCO held 167,893 shares of Amphenol worth $21.2M as of Q1 2026.
MOTCO sold 7,909 Amphenol shares in Q1 2026, an estimated $1.11M.
Amphenol made up 1.96% of MOTCO's portfolio in Q1 2026, its #8 holding.
MOTCO first reported a position in Amphenol in Q2 2013 and has held it in 52 quarters since.
MOTCO's Amphenol position peaked at $23.8M in Q4 2025.
2,115 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.