Scopus Asset Management’s Amphenol APH Stock Holding History

Scopus Asset 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
2026 Q1	$16.4M	Sell	130,000 -75,000	-37%	-$10.6M	0.28%	120
2025 Q4	$27.7M	Sell	205,000 -25,000	-11%	-$3.34M	0.45%	79
2025 Q3	$28.5M	Buy	230,000 +72,500	+46%	+$7.96M	0.39%	95
2025 Q2	$15.6M	Sell	157,500 -2,500	-2%	-$204K	0.26%	115
2025 Q1	$10.5M	Buy	160,000 +10,000	+7%	+$682K	0.21%	133
2024 Q4	$10.4M	Hold	150,000	–	–	0.25%	118
2024 Q3	$9.77M	Sell	150,000 -50,000	-25%	-$3.24M	0.17%	163
2024 Q2	$13.5M	Buy	+200,000	New	+$12.6M	0.27%	118
2024 Q1	–	Sell	-200,000	Closed	-$9.91M	–	253
2023 Q4	$9.91M	Buy	+200,000	New	+$8.84M	0.25%	132

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

Scopus Asset Management's APH Position: Q1 2026 in Review

Scopus Asset Management increased its Amphenol (APH) stake by 69% in Q1 2026, buying an estimated $6.65M and bringing the position to 115,994 shares worth $14.7M. The position accounts for 0.25% of the portfolio, ranked #133.

Scopus Asset Management first reported a position in APH in Q3 2020 and has held it in 17 quarters since. The position peaked at $20.6M in Q3 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Scopus Asset Management held 115,994 shares of Amphenol worth $14.7M as of Q1 2026.
Scopus Asset Management bought 47,230 Amphenol shares in Q1 2026, an estimated $6.65M.
Amphenol made up 0.25% of Scopus Asset Management's portfolio in Q1 2026, its #133 holding.
Scopus Asset Management first reported a position in Amphenol in Q3 2020 and has held it in 17 quarters since.
Scopus Asset Management's Amphenol position peaked at $20.6M in Q3 2025.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Scopus Asset Management's 13F filing for Q1 2026, filed 15 May 2026.