Weatherly Asset Management’s Amphenol APH Stock Holding History

Weatherly Asset 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	$5.94M	Sell	33,623 -630	-2%	-$90.8K	0.42%	43
2026 Q1	$4.34M	Sell	34,253 -406	-1%	-$57.1K	0.35%	52
2025 Q4	$4.69M	Sell	34,659 -1,520	-4%	-$203K	0.36%	49
2025 Q3	$4.48M	Sell	36,179 -5,910	-14%	-$649K	0.37%	50
2025 Q2	$4.16M	Sell	42,089 -1,831	-4%	-$150K	0.35%	47
2025 Q1	$2.89M	Sell	43,920 -200	-0.5%	-$13.6K	0.26%	61
2024 Q4	$3.07M	Sell	44,120 -1,150	-3%	-$80.5K	0.27%	58
2024 Q3	$2.96M	Sell	45,270 -1,675	-4%	-$109K	0.26%	58
2024 Q2	$3.17M	Sell	46,945 -4,375	-9%	-$276K	0.29%	54
2024 Q1	$2.97M	Sell	51,320 -1,950	-4%	-$102K	0.29%	57
2023 Q4	$2.65M	Sell	53,270 -2,850	-5%	-$126K	0.29%	62
2023 Q3	$2.36M	Sell	56,120 -1,690	-3%	-$72.7K	0.28%	63
2023 Q2	$2.46M	Sell	57,810 -1,900	-3%	-$73.8K	0.29%	64
2023 Q1	$2.45M	Buy	59,710 +50	+0.1%	+$1.97K	0.32%	65
2022 Q4	$2.28M	Sell	59,660 -4,430	-7%	-$168K	0.31%	64
2022 Q3	$2.15M	Hold	64,090	–	–	0.31%	62
2022 Q2	$2.07M	Sell	64,090 -1,650	-3%	-$57.4K	0.29%	70
2022 Q1	$2.48M	Buy	65,740 +11,130	+20%	+$431K	0.29%	67
2021 Q4	$2.39M	Buy	54,610 +40,560	+289%	+$1.64M	0.26%	71
2021 Q3	$514K	Buy	14,050 +7,310	+108%	+$268K	0.06%	141
2021 Q2	$231K	Hold	6,740	–	–	0.03%	187
2021 Q1	$222K	Buy	+6,740	New	+$219K	0.03%	185

Other funds holding APH

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Weatherly Asset Management's APH Position: Q2 2026 in Review

Weatherly Asset Management reduced its Amphenol (APH) stake by 1.8% in Q2 2026, selling an estimated $90.8K and leaving 33,623 shares worth $5.94M. The position accounts for 0.42% of the portfolio, ranked #43.

Weatherly Asset Management first reported a position in APH in Q1 2021 and has held it in 22 quarters since. 689 funds tracked by Wall St. Rank hold APH as of Q2 2026.

Weatherly Asset Management held 33,623 shares of Amphenol worth $5.94M as of Q2 2026.
Weatherly Asset Management sold 630 Amphenol shares in Q2 2026, an estimated $90.8K.
Amphenol made up 0.42% of Weatherly Asset Management's portfolio in Q2 2026, its #43 holding.
Weatherly Asset Management first reported a position in Amphenol in Q1 2021 and has held it in 22 quarters since.
689 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.