&Partners’s Amphenol APH Stock Holding History

&Partners’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	$12.6M	Buy	141,264 +3,522	+3%	+$496K	0.06%	280
2025 Q4	$18.6M	Buy	137,742 +16,723	+14%	+$2.24M	0.1%	184
2025 Q3	$15M	Buy	121,019 +14,578	+14%	+$1.6M	0.1%	200
2025 Q2	$10.5M	Buy	106,441 +40,839	+62%	+$3.34M	0.08%	230
2025 Q1	$4.34M	Buy	65,602 +14,258	+28%	+$973K	0.05%	325
2024 Q4	$3.6M	Buy	51,344 +22,476	+78%	+$1.57M	0.04%	344
2024 Q3	$1.88M	Buy	28,868 +14,152	+96%	+$917K	0.04%	377
2024 Q2	$991K	Buy	+14,716	New	+$929K	0.04%	355

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

&Partners's APH Position: Q1 2026 in Review

&Partners increased its Amphenol (APH) stake by 2.6% in Q1 2026, buying an estimated $496K and bringing the position to 141,264 shares worth $12.6M. The position accounts for 0.06% of the portfolio, ranked #280.

&Partners first reported a position in APH in Q2 2024 and has held it in 8 quarters since. The position peaked at $18.6M in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

&Partners held 141,264 shares of Amphenol worth $12.6M as of Q1 2026.
&Partners bought 3,522 Amphenol shares in Q1 2026, an estimated $496K.
Amphenol made up 0.06% of &Partners's portfolio in Q1 2026, its #280 holding.
&Partners first reported a position in Amphenol in Q2 2024 and has held it in 8 quarters since.
&Partners's Amphenol position peaked at $18.6M in Q4 2025.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.