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Stone Run Capital’s Amphenol APH Stock Holding History

Stone Run Capital’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
Q3 		$11.8M Sell
190,640
-5,000
-3% -$274K 4.65% 1
2025
Q2 		$9.66M Sell
195,640
-300
-0.2% -$12.3K 3.86% 5
2025
Q1 		$6.43M Sell
195,940
-100
-0.1% -$3.41K 2.71% 15
2024
Q4 		$6.81M Sell
196,040
-15,400
-7% -$539K 2.67% 13
2024
Q3 		$6.89M Sell
211,440
-1,400
-0.7% -$45.4K 2.56% 16
2024
Q2 		$7.17M Sell
212,840
-8,000
-4% -$252K 2.86% 12
2024
Q1 		$6.37M Buy
220,840
+5,500
+3% +$144K 2.43% 19
2023
Q4 		$5.34M Buy
215,340
+6,976
+3% +$154K 2.29% 22
2023
Q3 		$4.38M Sell
208,364
-11,600
-5% -$249K 2.14% 23
2023
Q2 		$4.67M Buy
219,964
+7,600
+4% +$148K 2.08% 25
2023
Q1 		$4.34M Hold
212,364
– – 2.07% 24
2022
Q4 		$4.04M Hold
212,364
– – 2.04% 25
2022
Q3 		$3.56M Sell
212,364
-8,896
-4% -$162K 1.92% 26
2022
Q2 		$3.56M Sell
221,260
-70,556
-24% -$1.23M 1.79% 25
2022
Q1 		$5.5M Buy
291,816
+10,000
+4% +$194K 2.03% 23
2021
Q4 		$6.16M Sell
281,816
-13,280
-5% -$269K 1.99% 25
2021
Q3 		$5.4M Buy
295,096
+16,192
+6% +$297K 1.85% 25
2021
Q2 		$4.77M Sell
278,904
-13,200
-5% -$223K 1.68% 29
2021
Q1 		$4.82M Buy
292,104
+12,400
+4% +$201K 1.84% 29
2020
Q4 		$4.57M Sell
279,704
-20,000
-7% -$307K 1.82% 28
2020
Q3 		$4.06M Sell
299,704
-22,400
-7% -$295K 1.85% 28
2020
Q2 		$3.86M Buy
322,104
+132,400
+70% +$1.48M 1.91% 27
2020
Q1 		$1.73M Buy
+189,704
New +$2.26M 0.99% 35

Other funds holding APH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stone Run Capital's APH Position: Q3 2025 in Review

Stone Run Capital reduced its Amphenol (APH) stake by 2.6% in Q3 2025, selling an estimated $274K and leaving 190,640 shares worth $11.8M. The position accounts for 4.65% of the portfolio, ranked #1.

Stone Run Capital first reported a position in APH in Q1 2020 and has held it in 23 quarters since. 1,829 funds tracked by Wall St. Rank hold APH as of Q3 2025.

  • Stone Run Capital held 190,640 shares of Amphenol worth $11.8M as of Q3 2025.
  • Stone Run Capital sold 5,000 Amphenol shares in Q3 2025, an estimated $274K.
  • Amphenol made up 4.65% of Stone Run Capital's portfolio in Q3 2025, its #1 holding.
  • Stone Run Capital first reported a position in Amphenol in Q1 2020 and has held it in 23 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Amphenol as of Q3 2025.

Based on Stone Run Capital's 13F filing for Q3 2025, filed 14 Nov 2025.