Shelton Capital Management’s Amphenol APH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $44.7M | Buy |
506,604
+116,494
| +30% | +$8.4M | 0.83% | 22 |
|
|
2026
Q1 | $24.6M | Sell |
390,110
-45,004
| -10% | -$3.17M | 0.54% | 34 |
|
|
2025
Q4 | $29.4M | Buy |
435,114
+92,802
| +27% | +$6.21M | 0.58% | 36 |
|
|
2025
Q3 | $21.2M | Buy |
342,312
+7,710
| +2% | +$423K | 0.45% | 48 |
|
|
2025
Q2 | $16.5M | Buy |
334,602
+55,948
| +20% | +$2.29M | 0.38% | 58 |
|
|
2025
Q1 | $9.14M | Buy |
278,654
+264,248
| +1,834% | +$9.01M | 0.22% | 112 |
|
|
2024
Q4 | $500K | Sell |
14,406
-642
| -4% | -$22.5K | 0.01% | 348 |
|
|
2024
Q3 | $490K | Hold |
15,048
| – | – | 0.01% | 353 |
|
|
2024
Q2 | $507K | Hold |
15,048
| – | – | 0.01% | 339 |
|
|
2024
Q1 | $434K | Hold |
15,048
| – | – | 0.01% | 392 |
|
|
2023
Q4 | $373K | Sell |
15,048
-136
| -0.9% | -$3K | 0.01% | 409 |
|
|
2023
Q3 | $319K | Hold |
15,184
| – | – | 0.01% | 441 |
|
|
2023
Q2 | $322K | Hold |
15,184
| – | – | 0.01% | 459 |
|
|
2023
Q1 | $310K | Hold |
15,184
| – | – | 0.01% | 455 |
|
|
2022
Q4 | $289K | Hold |
15,184
| – | – | 0.03% | 449 |
|
|
2022
Q3 | $254K | Hold |
15,184
| – | – | 0.01% | 518 |
|
|
2022
Q2 | $244K | Hold |
15,184
| – | – | 0.01% | 574 |
|
|
2022
Q1 | $286K | Hold |
15,184
| – | – | 0.01% | 580 |
|
|
2021
Q4 | $332K | Sell |
15,184
-576
| -4% | -$11.7K | 0.01% | 515 |
|
|
2021
Q3 | $289K | Hold |
15,760
| – | – | 0.01% | 573 |
|
|
2021
Q2 | $270K | Hold |
15,760
| – | – | 0.01% | 631 |
|
|
2021
Q1 | $260K | Hold |
15,760
| – | – | 0.01% | 620 |
|
|
2020
Q4 | $258K | Sell |
15,760
-1,040
| -6% | -$16K | 0.01% | 562 |
|
|
2020
Q3 | $227K | Hold |
16,800
| – | – | 0.01% | 637 |
|
|
2020
Q2 | $201K | Buy |
+16,800
| New | +$188K | 0.01% | 597 |
|
|
2020
Q1 | – | Sell |
-16,800
| Closed | -$227K | – | 667 |
|
|
2019
Q4 | $227K | Sell |
16,800
-2,176
| -11% | -$27.8K | 0.01% | 687 |
|
|
2019
Q3 | $229K | Hold |
18,976
| – | – | 0.01% | 677 |
|
|
2019
Q2 | $228K | Buy |
18,976
+17,184
| +959% | +$207K | 0.01% | 704 |
|
|
2019
Q1 | $2.37K | Buy |
+1,792
| New | +$20K | 0.01% | 776 |
|
|
2018
Q4 | – | Sell |
-18,976
| Closed | -$223K | – | 789 |
|
|
2018
Q3 | $223K | Hold |
18,976
| – | – | 0.01% | 792 |
|
|
2018
Q2 | $207K | Hold |
18,976
| – | – | 0.01% | 785 |
|
|
2018
Q1 | $204K | Hold |
18,976
| – | – | 0.01% | 777 |
|
|
2017
Q4 | $208K | Hold |
18,976
| – | – | 0.01% | 798 |
|
|
2017
Q3 | $201K | Buy |
+18,976
| New | +$186K | 0.01% | 795 |
|
Other funds holding APH
Shelton Capital Management's APH Position: Q2 2026 in Review
Shelton Capital Management increased its Amphenol (APH) stake by 30% in Q2 2026, buying an estimated $8.4M and bringing the position to 506,604 shares worth $44.7M. The position accounts for 0.83% of the portfolio, ranked #22.
Shelton Capital Management first reported a position in APH in Q3 2017 and has held it in 34 quarters since. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.
- Shelton Capital Management held 506,604 shares of Amphenol worth $44.7M as of Q2 2026.
- Shelton Capital Management bought 116,494 Amphenol shares in Q2 2026, an estimated $8.4M.
- Amphenol made up 0.83% of Shelton Capital Management's portfolio in Q2 2026, its #22 holding.
- Shelton Capital Management first reported a position in Amphenol in Q3 2017 and has held it in 34 quarters since.
- 2,340 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.
Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.