National Wealth Management Group’s Amphenol APH Stock Holding History

National Wealth Management Group’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 Q2	$576K	Sell	3,266 -289	-8%	-$41.7K	0.18%	106
2026 Q1	$449K	Sell	3,555 -1,334	-27%	-$188K	0.17%	126
2025 Q4	$661K	Sell	4,889 -7,617	-61%	-$1.02M	0.23%	101
2025 Q3	$1.55M	Buy	+12,506	New	+$1.37M	0.58%	36
2024 Q3	–	Sell	-18,881	Closed	-$1.27M	–	146
2024 Q2	$1.27M	Buy	+18,881	New	+$1.19M	0.97%	28

Other funds holding APH

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

MBI

Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

BHIA

Birch Hill Investment Advisors Boston, Massachusetts $2.47B AUM 20.95% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

National Wealth Management Group's APH Position: Q2 2026 in Review

National Wealth Management Group reduced its Amphenol (APH) stake by 8.1% in Q2 2026, selling an estimated $41.7K and leaving 3,266 shares worth $576K. The position accounts for 0.18% of the portfolio, ranked #106.

National Wealth Management Group first reported a position in APH in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.55M in Q3 2025. 553 funds tracked by Wall St. Rank hold APH as of Q2 2026.

National Wealth Management Group held 3,266 shares of Amphenol worth $576K as of Q2 2026.
National Wealth Management Group sold 289 Amphenol shares in Q2 2026, an estimated $41.7K.
Amphenol made up 0.18% of National Wealth Management Group's portfolio in Q2 2026, its #106 holding.
National Wealth Management Group first reported a position in Amphenol in Q2 2024 and has held it in 5 quarters since.
National Wealth Management Group's Amphenol position peaked at $1.55M in Q3 2025.
553 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.