Wallace Advisory Group’s Amphenol APH Stock Holding History

Wallace Advisory Group’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	$394K	Sell	3,122 -598	-16%	-$84.2K	0.42%	51
2025 Q4	$503K	Sell	3,720 -2,782	-43%	-$372K	0.53%	41
2025 Q3	$642K	Sell	6,502 -1,291	-17%	-$142K	0.52%	49
2025 Q2	$511K	Sell	7,793 -156	-2%	-$12.8K	0.37%	78
2025 Q1	$552K	Sell	7,949 -5	-0.1%	-$341	0.38%	72
2024 Q4	$518K	Sell	7,954 -286	-3%	-$20K	0.36%	79
2024 Q3	$555K	Hold	8,240	–	–	0.41%	59
2024 Q2	$555K	Sell	8,240 -4,344	-35%	-$274K	0.4%	59
2024 Q1	$624K	Sell	12,584 -796	-6%	-$41.7K	0.47%	53
2023 Q4	$562K	Sell	13,380 -1,180	-8%	-$52.1K	0.44%	50
2023 Q3	$618K	Sell	14,560 -450	-3%	-$19.4K	0.44%	45
2023 Q2	$613K	Hold	15,010	–	–	0.47%	45
2023 Q1	$613K	Sell	15,010 -548	-4%	-$21.6K	0.47%	45
2022 Q4	$592K	Buy	+15,558	New	+$589K	0.47%	48

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

Wallace Advisory Group's APH Position: Q1 2026 in Review

Wallace Advisory Group reduced its Amphenol (APH) stake by 16% in Q1 2026, selling an estimated $84.2K and leaving 3,122 shares worth $394K. The position accounts for 0.42% of the portfolio, ranked #51.

Wallace Advisory Group first reported a position in APH in Q4 2022 and has held it in 14 quarters since. The position peaked at $642K in Q3 2025. 2,114 funds tracked by Wall St. Rank hold APH as of Q1 2026.

Wallace Advisory Group held 3,122 shares of Amphenol worth $394K as of Q1 2026.
Wallace Advisory Group sold 598 Amphenol shares in Q1 2026, an estimated $84.2K.
Amphenol made up 0.42% of Wallace Advisory Group's portfolio in Q1 2026, its #51 holding.
Wallace Advisory Group first reported a position in Amphenol in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's Amphenol position peaked at $642K in Q3 2025.
2,114 funds tracked by Wall St. Rank held Amphenol as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.