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Summit Financial Wealth Advisors’s Amphenol APH Stock Holding History

Summit Financial Wealth Advisors’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
Q2 		$360K Buy
+2,044
New +$295K 0.05% 158
2026
Q1 		– Sell
-2,543
Closed -$344K – 196
2025
Q4 		$344K Hold
2,543
– – 0.05% 138
2025
Q3 		$317K Buy
2,543
+441
+21% +$48.4K 0.05% 136
2025
Q2 		$208K Buy
+2,102
New +$172K 0.04% 162

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Summit Financial Wealth Advisors's APH Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Amphenol (APH) in Q2 2026: 2,044 shares worth $360K. The stake represents 0.05% of the portfolio and ranks #158 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in APH as recently as Q4 2025.

Summit Financial Wealth Advisors first reported a position in APH in Q2 2025 and has held it in 4 quarters since. 2,313 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Summit Financial Wealth Advisors held 2,044 shares of Amphenol worth $360K as of Q2 2026.
  • Amphenol was a new Summit Financial Wealth Advisors position in Q2 2026.
  • Amphenol made up 0.05% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • Summit Financial Wealth Advisors first reported a position in Amphenol in Q2 2025 and has held it in 4 quarters since.
  • 2,313 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.