Thoroughbred Financial Services’s Amphenol APH Stock Holding History

Thoroughbred Financial Services’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	$579K	Buy	4,583 +68	+2%	+$9.57K	0.03%	361
2025 Q4	$610K	Hold	4,515	–	–	0.04%	348
2025 Q3	$558K	Hold	4,515	–	–	0.03%	363
2025 Q2	$445K	Sell	4,515 -7,122	-61%	-$582K	0.03%	389
2025 Q1	$763K	Buy	11,637 +112	+1%	+$7.64K	0.05%	342
2024 Q4	$800K	Buy	11,525 +3,673	+47%	+$257K	0.05%	316
2024 Q3	$511K	Buy	7,852 +1,810	+30%	+$117K	0.03%	389
2024 Q2	$407K	Buy	+6,042	New	+$381K	0.03%	423
2024 Q1	–	Sell	-6,076	Closed	-$301K	–	471
2023 Q4	$301K	Hold	6,076	–	–	0.02%	476
2023 Q3	$255K	Buy	+6,076	New	+$261K	0.03%	483
2021 Q1	–	Sell	-26,468	Closed	-$865K	–	269
2020 Q4	$865K	Buy	26,468 +1,800	+7%	+$55.3K	0.27%	96
2020 Q3	$667K	Sell	24,668 -272	-1%	-$7.17K	0.25%	99
2020 Q2	$597K	Sell	24,940 -1,408	-5%	-$31.4K	0.25%	110
2020 Q1	$480K	Buy	+26,348	New	+$628K	0.17%	142

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

Thoroughbred Financial Services's APH Position: Q1 2026 in Review

Thoroughbred Financial Services increased its Amphenol (APH) stake by 1.5% in Q1 2026, buying an estimated $9.57K and bringing the position to 4,583 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #361.

Thoroughbred Financial Services first reported a position in APH in Q1 2020 and has held it in 14 quarters since. The position peaked at $865K in Q4 2020. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Thoroughbred Financial Services held 4,583 shares of Amphenol worth $579K as of Q1 2026.
Thoroughbred Financial Services bought 68 Amphenol shares in Q1 2026, an estimated $9.57K.
Amphenol made up 0.03% of Thoroughbred Financial Services's portfolio in Q1 2026, its #361 holding.
Thoroughbred Financial Services first reported a position in Amphenol in Q1 2020 and has held it in 14 quarters since.
Thoroughbred Financial Services's Amphenol position peaked at $865K in Q4 2020.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.