PPA
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Painted Porch Advisors’s Amphenol APH Stock Holding History

Painted Porch Advisors’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 		– Sell
-1,827
Closed -$247K – 69
2025
Q4 		$247K Hold
1,827
– – 0.1% 65
2025
Q3 		$226K Hold
1,827
– – 0.09% 72
2025
Q2 		$180K Sell
1,827
-170
-9% -$13.9K 0.07% 73
2025
Q1 		$131K Sell
1,997
-1,392
-41% -$95K 0.05% 86
2024
Q4 		$235K Buy
3,389
+1,077
+47% +$75.4K 0.12% 63
2024
Q3 		$151K Hold
2,312
– – 0.08% 79
2024
Q2 		$156K Buy
+2,312
New +$146K 0.09% 68

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

Painted Porch Advisors's APH Position: Q1 2026 in Review

Painted Porch Advisors sold out of Amphenol (APH) in Q1 2026, closing a stake of 1,827 shares — an estimated $247K sold.

Painted Porch Advisors first reported a position in APH in Q2 2024 and held it in 7 quarters. The position peaked at $247K in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Painted Porch Advisors reported no remaining Amphenol position as of Q1 2026 after selling out during the quarter.
  • Painted Porch Advisors sold 1,827 Amphenol shares in Q1 2026, an estimated $247K.
  • Painted Porch Advisors first reported a position in Amphenol in Q2 2024 and held it in 7 quarters.
  • Painted Porch Advisors's Amphenol position peaked at $247K in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Painted Porch Advisors's 13F filing for Q1 2026, filed 15 May 2026.