SWIM
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Smallwood Wealth Investment Management’s Amphenol APH Stock Holding History

Smallwood Wealth Investment 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 		$4.93K Hold
39
– – ﹤0.01% 369
2025
Q4 		$5.27K Buy
39
+20
+105% +$2.67K ﹤0.01% 352
2025
Q3 		$2.35K Buy
+19
New +$2.08K ﹤0.01% 386

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

Smallwood Wealth Investment Management's APH Position: Q1 2026 in Review

Smallwood Wealth Investment Management held its Amphenol (APH) position steady in Q1 2026 at 39 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Smallwood Wealth Investment Management first reported a position in APH in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.27K in Q4 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

  • Smallwood Wealth Investment Management held 39 shares of Amphenol worth $4.93K as of Q1 2026.
  • Smallwood Wealth Investment Management left its Amphenol share count unchanged in Q1 2026.
  • Amphenol made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q1 2026, its #369 holding.
  • Smallwood Wealth Investment Management first reported a position in Amphenol in Q3 2025 and has held it in 3 quarters since.
  • Smallwood Wealth Investment Management's Amphenol position peaked at $5.27K in Q4 2025.
  • 2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.