PWPS
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Pinnacle Wealth Planning Services’s Amphenol APH Stock Holding History

Pinnacle Wealth Planning Services’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 		$660K Buy
5,226
+66
+1% +$9.29K 0.07% 167
2025
Q4 		$697K Buy
5,160
+129
+3% +$17.3K 0.07% 152
2025
Q3 		$623K Buy
5,031
+725
+17% +$79.6K 0.07% 166
2025
Q2 		$425K Sell
4,306
-2,501
-37% -$205K 0.06% 225
2025
Q1 		$446K Sell
6,807
-404
-6% -$27.6K 0.07% 182
2024
Q4 		$501K Sell
7,211
-4,278
-37% -$299K 0.08% 156
2024
Q3 		$749K Sell
11,489
-392
-3% -$25.4K 0.1% 125
2024
Q2 		$800K Sell
11,881
-271
-2% -$17.1K 0.11% 114
2024
Q1 		$701K Buy
12,152
+176
+1% +$9.22K 0.1% 131
2023
Q4 		$594K Sell
11,976
-56
-0.5% -$2.47K 0.09% 146
2023
Q3 		$505K Buy
12,032
+26
+0.2% +$1.12K 0.08% 159
2023
Q2 		$510K Buy
12,006
+28
+0.2% +$1.09K 0.08% 164
2023
Q1 		$489K Buy
11,978
+162
+1% +$6.4K 0.08% 179
2022
Q4 		$450K Buy
11,816
+5,558
+89% +$210K 0.08% 185
2022
Q3 		$209K Buy
+6,258
New +$227K 0.04% 317
2022
Q2 		– Sell
-10,854
Closed -$409K – 426
2022
Q1 		$409K Buy
10,854
+3,606
+50% +$140K 0.07% 201
2021
Q4 		$317K Buy
7,248
+904
+14% +$36.6K 0.06% 252
2021
Q3 		$232K Buy
6,344
+70
+1% +$2.57K 0.05% 293
2021
Q2 		$214K Sell
6,274
-32
-0.5% -$1.08K 0.05% 308
2021
Q1 		$208K Buy
6,306
+322
+5% +$10.5K 0.05% 294
2020
Q4 		$196K Buy
+5,984
New +$184K 0.05% 283
2020
Q3 		– Sell
-9,376
Closed -$224K – 277
2020
Q2 		$224K Buy
+9,376
New +$209K 0.07% 203

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

Pinnacle Wealth Planning Services's APH Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Amphenol (APH) stake by 1.3% in Q1 2026, buying an estimated $9.29K and bringing the position to 5,226 shares worth $660K. The position accounts for 0.07% of the portfolio, ranked #167.

Pinnacle Wealth Planning Services first reported a position in APH in Q2 2020 and has held it in 22 quarters since. The position peaked at $800K in Q2 2024. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,226 shares of Amphenol worth $660K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 66 Amphenol shares in Q1 2026, an estimated $9.29K.
  • Amphenol made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #167 holding.
  • Pinnacle Wealth Planning Services first reported a position in Amphenol in Q2 2020 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's Amphenol position peaked at $800K in Q2 2024.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.