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Sunbeam Capital Management’s Amphenol APH Stock Holding History

Sunbeam Capital 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
Q2 		$562K Buy
3,188
+94
+3% +$13.6K 0.26% 74
2026
Q1 		$391K Sell
3,094
-5
-0.2% -$704 0.22% 74
2025
Q4 		$419K Buy
3,099
+21
+0.7% +$2.81K 0.25% 68
2025
Q3 		$381K Buy
3,078
+5
+0.2% +$549 0.24% 66
2025
Q2 		$304K Buy
3,073
+8
+0.3% +$654 0.23% 69
2025
Q1 		$202K Buy
3,065
+7
+0.2% +$478 0.19% 79
2024
Q4 		$212K Buy
+3,058
New +$214K 0.2% 80

Other funds holding APH

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sunbeam Capital Management's APH Position: Q2 2026 in Review

Sunbeam Capital Management increased its Amphenol (APH) stake by 3% in Q2 2026, buying an estimated $13.6K and bringing the position to 3,188 shares worth $562K. The position accounts for 0.26% of the portfolio, ranked #74.

Sunbeam Capital Management first reported a position in APH in Q4 2024 and has held it in 7 quarters since. 998 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Sunbeam Capital Management held 3,188 shares of Amphenol worth $562K as of Q2 2026.
  • Sunbeam Capital Management bought 94 Amphenol shares in Q2 2026, an estimated $13.6K.
  • Amphenol made up 0.26% of Sunbeam Capital Management's portfolio in Q2 2026, its #74 holding.
  • Sunbeam Capital Management first reported a position in Amphenol in Q4 2024 and has held it in 7 quarters since.
  • 998 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.