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	+4,088	New	+$295K	0.05%	158
2026 Q1	–	Sell	-5,086	Closed	-$344K	–	196
2025 Q4	$344K	Hold	5,086	–	–	0.05%	138
2025 Q3	$317K	Buy	5,086 +882	+21%	+$48.4K	0.05%	136
2025 Q2	$208K	Buy	+4,204	New	+$172K	0.04%	162

Other funds holding APH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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: 4,088 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. 2,340 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Summit Financial Wealth Advisors held 4,088 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.
2,340 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.