Rappaport Reiches Capital Management’s Amphenol APH Stock Holding History

Rappaport Reiches Capital Management’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
2025 Q1	$1.31M	Buy	20,015 +44	+0.2%	+$3K	0.33%	33
2024 Q4	$1.39M	Buy	19,971 +9	+0%	+$630	0.36%	33
2024 Q3	$1.3M	Sell	19,962 -8	-0%	-$519	0.35%	36
2024 Q2	$1.35M	Buy	19,970 +32	+0.2%	+$2.02K	0.4%	34
2024 Q1	$1.15M	Buy	19,938 +4	+0%	+$210	0.36%	41
2023 Q4	$988K	Buy	19,934 +20	+0.1%	+$884	0.36%	35
2023 Q3	$836K	Buy	19,914 +4	+0%	+$172	0.35%	34
2023 Q2	$846K	Hold	19,910	–	–	0.35%	35
2023 Q1	$814K	Hold	19,910	–	–	0.36%	35
2022 Q4	$758K	Sell	19,910 -494	-2%	-$18.7K	0.37%	34
2022 Q3	$683K	Hold	20,404	–	–	0.35%	34
2022 Q2	$657K	Buy	20,404 +748	+4%	+$26K	0.33%	35
2022 Q1	$741K	Buy	19,656 +636	+3%	+$24.6K	0.4%	32
2021 Q4	$832K	Hold	19,020	–	–	0.71%	23
2021 Q3	$696K	Hold	19,020	–	–	0.69%	20
2021 Q2	$651K	Buy	+19,020	New	+$642K	0.68%	26

Other funds holding APH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Rappaport Reiches Capital Management's APH Position: Q1 2025 in Review

Rappaport Reiches Capital Management increased its Amphenol (APH) stake by 0.22% in Q1 2025, buying an estimated $3K and bringing the position to 20,015 shares worth $1.31M. The position accounts for 0.33% of the portfolio, ranked #33.

Rappaport Reiches Capital Management first reported a position in APH in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.39M in Q4 2024. 1,424 funds tracked by Wall St. Rank hold APH as of Q1 2025.

Rappaport Reiches Capital Management held 20,015 shares of Amphenol worth $1.31M as of Q1 2025.
Rappaport Reiches Capital Management bought 44 Amphenol shares in Q1 2025, an estimated $3K.
Amphenol made up 0.33% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #33 holding.
Rappaport Reiches Capital Management first reported a position in Amphenol in Q2 2021 and has held it in 16 quarters since.
Rappaport Reiches Capital Management's Amphenol position peaked at $1.39M in Q4 2024.
1,424 funds tracked by Wall St. Rank held Amphenol as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.