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Wendell David Associates’s Amphenol APH Stock Holding History

Wendell David Associates’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 		$10.8M Buy
122,950
+9,450
+8% +$681K 1.15% 22
2026
Q1 		$7.17M Buy
113,500
+1,980
+2% +$139K 0.78% 31
2025
Q4 		$7.54M Buy
111,520
+6,680
+6% +$447K 0.77% 33
2025
Q3 		$6.49M Buy
104,840
+22,300
+27% +$1.22M 0.64% 40
2025
Q2 		$4.08M Buy
82,540
+4,980
+6% +$204K 0.41% 52
2025
Q1 		$2.54M Buy
77,560
+30,900
+66% +$1.05M 0.25% 67
2024
Q4 		$1.62M Buy
46,660
+17,400
+59% +$609K 0.16% 73
2024
Q3 		$953K Buy
29,260
+9,900
+51% +$321K 0.09% 94
2024
Q2 		$652K Buy
19,360
+900
+5% +$28.4K 0.07% 102
2024
Q1 		$532K Sell
18,460
-500
-3% -$13.1K 0.05% 115
2023
Q4 		$470K Buy
18,960
+1,480
+8% +$32.7K 0.05% 118
2023
Q3 		$367K Buy
+17,480
New +$376K 0.04% 121

Other funds holding APH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wendell David Associates's APH Position: Q2 2026 in Review

Wendell David Associates increased its Amphenol (APH) stake by 8.3% in Q2 2026, buying an estimated $681K and bringing the position to 122,950 shares worth $10.8M. The position accounts for 1.15% of the portfolio, ranked #22.

Wendell David Associates first reported a position in APH in Q3 2023 and has held it in 12 quarters since. 2,330 funds tracked by Wall St. Rank hold APH as of Q2 2026.

  • Wendell David Associates held 122,950 shares of Amphenol worth $10.8M as of Q2 2026.
  • Wendell David Associates bought 9,450 Amphenol shares in Q2 2026, an estimated $681K.
  • Amphenol made up 1.15% of Wendell David Associates's portfolio in Q2 2026, its #22 holding.
  • Wendell David Associates first reported a position in Amphenol in Q3 2023 and has held it in 12 quarters since.
  • 2,330 funds tracked by Wall St. Rank held Amphenol as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.