Wallace Capital Management’s Amphenol APH Stock Holding History

Wallace 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	$458K	Sell	5,200 -500	-9%	-$36K	0.05%	56
2026 Q1	$360K	Sell	5,700 -700	-11%	-$49.3K	0.04%	57
2025 Q4	$432K	Hold	6,400	–	–	0.05%	53
2025 Q3	$396K	Hold	6,400	–	–	0.05%	56
2025 Q2	$316K	Hold	6,400	–	–	0.04%	59
2025 Q1	$210K	Hold	6,400	–	–	0.03%	76
2024 Q4	$222K	Hold	6,400	–	–	0.03%	71
2024 Q3	$209K	Buy	+6,400	New	+$207K	0.03%	75

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 $3.37T AUM 44.26% 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

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

Wallace Capital Management reduced its Amphenol (APH) stake by 8.8% in Q2 2026, selling an estimated $36K and leaving 5,200 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #56.

Wallace Capital Management first reported a position in APH in Q3 2024 and has held it in 8 quarters since. 2,335 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Wallace Capital Management held 5,200 shares of Amphenol worth $458K as of Q2 2026.
Wallace Capital Management sold 500 Amphenol shares in Q2 2026, an estimated $36K.
Amphenol made up 0.05% of Wallace Capital Management's portfolio in Q2 2026, its #56 holding.
Wallace Capital Management first reported a position in Amphenol in Q3 2024 and has held it in 8 quarters since.
2,335 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

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