Strategy Asset Managers’s Amphenol APH Stock Holding History

Strategy Asset Managers’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	$1.54M	Buy	12,199 +4,391	+56%	+$618K	0.25%	71
2025 Q4	$1.06M	Sell	7,808 -241	-3%	-$32.2K	0.17%	85
2025 Q3	$996K	Buy	8,049 +1,106	+16%	+$121K	0.18%	89
2025 Q2	$686K	Buy	6,943 +779	+13%	+$63.7K	0.13%	119
2025 Q1	$404K	Sell	6,164 -2,556	-29%	-$174K	0.08%	161
2024 Q4	$606K	Sell	8,720 -24	-0.3%	-$1.68K	0.12%	129
2024 Q3	$570K	Buy	+8,744	New	+$567K	0.11%	141
2024 Q1	–	Sell	-11,522	Closed	-$571K	–	234
2023 Q4	$571K	Sell	11,522 -1,486	-11%	-$65.6K	0.14%	112
2023 Q3	$546K	Buy	+13,008	New	+$559K	0.14%	115
2022 Q3	–	Sell	-18,732	Closed	-$603K	–	256
2022 Q2	$603K	Sell	18,732 -202	-1%	-$7.02K	0.19%	99
2022 Q1	$713K	Buy	+18,934	New	+$733K	0.15%	116
2018 Q3	–	Sell	-131,312	Closed	-$2.86M	–	137
2018 Q2	$2.86M	Sell	131,312 -4,692	-3%	-$102K	0.6%	46
2018 Q1	$2.93M	Sell	136,004 -4,396	-3%	-$99K	0.63%	45
2017 Q4	$3.08M	Buy	140,400 +492	+0.4%	+$10.8K	0.6%	53
2017 Q3	$2.96M	Buy	+139,908	New	+$2.75M	0.61%	48
2014 Q1	–	Sell	-261,064	Closed	-$2.91M	–	131
2013 Q4	$2.91M	Sell	261,064 -6,872	-3%	-$71K	0.64%	58
2013 Q3	$2.59M	Buy	+267,936	New	+$2.62M	0.61%	63

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

Strategy Asset Managers's APH Position: Q1 2026 in Review

Strategy Asset Managers increased its Amphenol (APH) stake by 56% in Q1 2026, buying an estimated $618K and bringing the position to 12,199 shares worth $1.54M. The position accounts for 0.25% of the portfolio, ranked #71.

Strategy Asset Managers first reported a position in APH in Q3 2013 and has held it in 17 quarters since. The position peaked at $3.08M in Q4 2017. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Strategy Asset Managers held 12,199 shares of Amphenol worth $1.54M as of Q1 2026.
Strategy Asset Managers bought 4,391 Amphenol shares in Q1 2026, an estimated $618K.
Amphenol made up 0.25% of Strategy Asset Managers's portfolio in Q1 2026, its #71 holding.
Strategy Asset Managers first reported a position in Amphenol in Q3 2013 and has held it in 17 quarters since.
Strategy Asset Managers's Amphenol position peaked at $3.08M in Q4 2017.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.