Wallace Weitz’s Amphenol APH Stock Holding History

Wallace Weitz’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	$1.62M	Hold	9,200	–	–	0.11%	46
2026 Q1	$1.16M	Buy	+9,200	New	+$1.29M	0.08%	48

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 Weitz's APH Position: Q2 2026 in Review

Wallace Weitz held its Amphenol (APH) position steady in Q2 2026 at 9,200 shares worth $1.62M. The position accounts for 0.11% of the portfolio, ranked #46.

Wallace Weitz first reported a position in APH in Q1 2026 and has held it in 2 quarters since. 2,315 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Wallace Weitz held 9,200 shares of Amphenol worth $1.62M as of Q2 2026.
Wallace Weitz left its Amphenol share count unchanged in Q2 2026.
Amphenol made up 0.11% of Wallace Weitz's portfolio in Q2 2026, its #46 holding.
Wallace Weitz first reported a position in Amphenol in Q1 2026 and has held it in 2 quarters since.
2,315 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Weitz Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.